All features

Forms Builder

Custom intake and consent forms — no developer required.

13

field types

2

form scopes (patient / session)

100%

responses linked to the chart

Forms Builder

Overview

A drag-and-drop forms builder for intake, history, consent, assessments, and surveys. Organize sections and 13 field types, collect responses tied to the patient (and optionally the session), share forms by link, award loyalty points on completion, and analyze which fields actually get filled.

Drag-and-drop form designerPre-visit digital intakeResponses stored on the patient fileMulti-language form support

13 field types

Mix and match to build any form

TextLong textNumberDateTimeRadioCheckboxSelectFileImageRatingSignatureEditor

How a form is structured

Form
└Section
└Field
└Option

Real-world use cases

1

Digitize patient intake

Build an intake form with sections and required fields; patients fill it from a share link before they arrive, and answers land straight in the chart.

2

Run clinical questionnaires

Use rating, signature, and number fields for assessments and consent — numeric answers feed per-field averages.

3

Reward completion

Attach loyalty points to a form so patients are nudged to complete it, boosting your data quality.

4

Improve your forms with data

Completion analytics reveal the fields people skip, so you can trim long forms and lift response rates.

What you get

13 field types

Text, long text, number, date, time, radio, checkbox, select, file, image, rating, signature, and a rich editor.

Sections & validation

Group fields, mark them required, and configure each field's behaviour.

Patient or session forms

Attach to patient-profile tabs or fill during a visit; responses link to the patient and optional session.

Public share links

Patients complete forms from a tokenized link with no login.

Loyalty on completion

Award points for finishing a form, driving higher completion.

Response analytics

Completion rate per field and per form, plus numeric averages and response trend.

How it works

  1. 1

    Build the form

    Drag in sections and fields from 13 types; mark what's required.

  2. 2

    Collect responses

    Embed in a patient tab or a visit, or send a share link to fill remotely.

  3. 3

    Analyze & refine

    Read completion rates and averages, then trim the fields nobody fills.

Need implementation details, APIs, or workflows?

Read the full documentation
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Related modules

Reservations & Scheduling

Appointments that fill your calendar without the chaos.

Patient Portal

Secure links so patients see their care — on your terms.

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