Create multi-step patient intake forms that capture demographics, insurance details, medical history, emergency contacts, consent, and other information, such as allergies and medications. Add your own fields, upload requirements, and conditional logic to guide patients through each section. Supports digital signatures and secure file uploads.

Provide patients with a secure login to complete intake forms, update personal information, and upload documents. Staff and clinicians see tailored dashboards where they can review submissions, manage missing data, check consent status, and prepare for appointments.

Route new patient submissions to the right staff members, trigger reminders for form updates, and flag critical details that are missing, such as insurance ID or allergy information. Automate follow-up actions and reduce manual review time.

Ensure only authorized clinicians, administrators, or intake staff can access sensitive information. Features include customizable roles, permission-based page access, data encryption, audit trails, and support for HIPAA-compliant hosting with a BAA.

Replace scattered PDFs and paper files with a structured database. Search, filter, and report on patient submissions instantly. View histories of intake forms, uploaded documents, and previous updates without involving IT.