Intake Forms & Waivers

Paperwork done before they walk in

Collect health history, consent, and preferences digitally before appointments. Clients fill forms on their phone, data syncs to their profile, and you start every session informed.

8minTime saved per client
0%Form completion rate
0%Error reduction
  • Custom form builder with drag-and-drop fields
  • Automatic reminders sent before appointments
  • E-signature capture for waivers and consent
  • HIPAA-compliant data storage
  • Conditional logic for personalized questions
  • Form data auto-populates client profiles
No card requiredCancel anytime
Intake Forms
HIPAA Ready

292

Submissions

91%

Completion

2m

Avg. Time

Active Forms

New Client Intake

Required

47 submissions

94%

COVID Health Screening

Required

156 submissions

100%

Service Preferences

89 submissions

78%
Pending Completion

Emily K.

New Client Intake

Tomorrow 10 AM

Pending

Michael T.

Liability Waiver

Today 3 PM

Done

We used to spend the first 10 minutes of every new client appointment filling out paperwork. Now they do it at home and we can start right away.

D

Dr. Lisa Chen

Owner, Wellness Medical Spa