Answers waiting for you before the patient walks in.

Build intake and consent forms once, send a secure link automatically, and read the completed answers straight from the chart: no clipboard, no re-typing.

Custom

Form builder

Secure link

Tokenized, expiring

In chat

During telehealth

New Patient Intake Placeholder
Contact details (single line)
Reason for visit (multi-line)
Area of pain (body chart)
Consent to treatment (checkbox)

From building the form to reading the answer.

Build your own form templates

Mix single-line answers, multi-line text, dates, multiple choice, checkboxes, and body chart fields into a form structured your way.

Sent as a secure, expiring link

Each form sent to a patient carries its own unique token by email or SMS: no login required, and the link stops working after it expires.

Fills in right inside a telehealth call

Simple forms can render directly in the telehealth chat instead of a link, and the patient fills it in without leaving the call.

Completion tracked automatically

See exactly which forms are sent, completed, or still outstanding, right from the patient's chart, before they arrive.

Shared across practitioners

Mark a template as public and other practitioners in your clinic can reuse it, instead of everyone building their own version from scratch.

A copy back to the patient

Optionally email the patient a copy of what they submitted, useful for consent forms they may need to reference later.

The rest of the patient chart.

See the full patient chart in action.

Start a 30-day free trial, custom forms included, no credit card.

No card required · no setup fee

  • Custom form templates
  • Secure, tokenized links
  • Completion tracked automatically
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