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Digital Forms

Ditch the clipboard - go paperless before the visit.

Send digital intake forms to patients before their appointment. They fill them out on their phone, and the data flows directly into your system - saving time and reducing errors.

Everything you need for Digital Forms.

Pre-Visit Intake Forms

Send intake forms to patients via text before their appointment. They fill out demographics, medical history, insurance info, and consent - all on their phone.

Send automatically before appointments
Mobile-optimized form experience
No app download required
Pre-populate returning patient data

Custom Form Builder

Build custom forms for any scenario - new patient intake, medical history updates, consent forms, satisfaction surveys - with a drag-and-drop builder.

Drag-and-drop form builder
Multiple field types (text, checkbox, signature)
Conditional logic and branching
Form templates for common scenarios

E-Signatures

Collect legally binding electronic signatures on consent forms, privacy agreements, and treatment plans - directly from the patient's mobile device.

HIPAA-compliant e-signatures
Finger or stylus signing on mobile
Timestamped and IP-logged
Automatic PDF generation and storage

Automatic Form Delivery

Forms are sent automatically based on appointment type. New patients get the full intake, returning patients get updates only - no manual work.

Trigger by appointment type or status
Different forms for new vs. returning patients
Customizable send timing
Reminder if not completed before visit

Data Integration

Completed form data flows into your practice management system. No re-entry, no transcription errors - clean data from day one.

PMS integration for data sync
Submitted data viewable in dashboard
Export to PDF or CSV
Secure, encrypted data storage

1 / 5

Hear from practices that use FrontDesk to deliver better experiences every day.

"FrontDesk has completely transformed how we handle patient calls. We never miss an appointment request now, and the AI receptionist sounds so natural that patients don't even realize it's automated!"

SM

Dr. Sarah Mitchell

Owner, Bright Smile Dentistry

"The instant text follow-ups after every call are a game changer. Our booking rate went up 40% in the first month. The setup was incredibly easy too."

JR

James Rivera

Practice Manager, Rivera Family Medicine

"As a veterinary clinic we need after-hours coverage desperately. FrontDesk picks up every call, books appointments, and even answers common questions about our services. Worth every penny."

ET

Dr. Emily Tran

Veterinarian, Pawsitive Care Animal Hospital

15 min

Saved per patient visit by eliminating clipboards — forms are completed on their phone before they arrive.

FAQ

Frequently asked questions

Everything you need to know about Digital Forms.

FrontDesk sends a text message with a link to your forms before the appointment. Patients fill them out on their phone — no app download, no login, no paper.

Yes. The drag-and-drop form builder lets you create any form you need — medical history, consent forms, insurance information, and more. Add custom fields, dropdowns, and conditional logic.

Yes. FrontDesk captures electronic signatures that comply with ESIGN and UETA requirements. Each signature is timestamped and linked to the specific form version.

You configure the delivery schedule — typically 24-48 hours before the appointment. FrontDesk sends automatically via SMS with a gentle reminder if the form isn't completed.

Absolutely. All form data is encrypted in transit and at rest, stored on HIPAA-compliant infrastructure, and accessible only to authorized staff. FrontDesk signs a BAA.

Yes. Completed forms can push data into your practice management system, eliminating manual data entry and reducing transcription errors.

See FrontDesk in action.

Discover how FrontDesk can help your practice never miss a call again.

Ready to never miss a call again?

Stop losing revenue to busy signals. Turn every missed call into a booked appointment, 24/7.

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