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Where to find Forms: In the left sidebar, click Check-In, then select Forms. You’ll see tabs for Forms List (where you create and manage forms) and Submissions (where you view patient responses).
Prerequisites: You should have Patients in the system before sending forms. To auto-attach forms to appointments, configure them in Services.
Forms replace paper intake packets. Patients fill everything out on their phone before they arrive, and the answers flow directly into their chart — no scanning, no retyping. Each form is built from blocks and questions. A block is like a section on a paper form — for example, “Personal Information” or “Insurance Details.” Inside each block, you add questions for the patient to answer. Patients complete forms via a direct link sent by text or email, or staff can fill forms in person. Submitted answers can automatically update patient demographics, insurance, medical history, and payment methods.

Build a Form

Create any form — intake, consent, assessment, or custom.

Send Forms to Patients

Send one or multiple forms via text message or fill in person.

View Submissions

Review, filter, and export patient responses.

Manage Your Forms

Search, edit, archive, and configure form settings.
What your patients see: Patients receive a text message with a link to the form. They open it on their phone, fill out each section, sign if required, and submit. If they close the browser mid-form, their progress is auto-saved — they can pick up where they left off by opening the same link again.

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Create a Form

All forms — intake, consent, assessment, or anything else — are built from the same editor. There is no separate consent form wizard. To create a consent form, simply add Disclaimer, Signature, and Statement questions to a regular form.
1

Open the Form Editor

Go to Check-In > Forms > Forms List and click Create Form in the top right corner. This opens the form editor.
2

Name Your Form

Click the form name area at the top and type a name (e.g., “New Patient Intake” or “Telemedicine Consent”). Optionally add a description below the name.
3

Add Sections

Click Add Section at the bottom of the editor. Choose a section type:
  • Custom Section — An empty section for any custom questions.
  • Demographics — Collects name, DOB, contact info. Answers auto-save to the patient record.
  • Medical History — Collects allergies, medications, history. Answers auto-save to the patient chart.
  • Payment Methods — Securely collects a credit card on file.
4

Add Questions

Use the field palette on the left sidebar to add questions to the selected section. Click any field to add it. The palette is organized into categories:
  • Form Fields — Standard question types (short text, long text, number, date, yes/no, single choice, multiple choice, address, phone, email, signature, file upload, disclaimer, statement, document).
  • Demographics — Mapped fields that auto-update the patient’s record (date of birth, gender, email, address).
  • Vitals — Weight and height fields.
  • Medical History — Health data fields (allergies, medications, family history, etc.).
  • Marketing — SMS and email marketing opt-in fields.
You can also drag and drop to reorder both sections and questions within a section.
5

Set Submission Expiry (Optional)

Use the expiry setting in the top bar to set the number of days before a completed submission expires. After expiry, the patient must re-complete the form. Leave empty if submissions should never expire.
6

Save Your Form

Click Save in the top bar. The form is now available in your Forms List and ready to send to patients.

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Use the AI Assistant to Build Forms

The form editor includes an AI assistant that can build entire forms or modify existing ones from a plain-language description. Instead of adding sections and fields manually, you describe what you need and the assistant proposes the changes. You review each proposed change individually before anything is saved.
1

Open the Assistant

Click the chat bubble in the bottom-right corner of the form editor. A chat panel opens where you can type your request. You can also attach files — for example, a photo or PDF of a paper form you want to recreate.
2

Describe What You Want

Type a description of the changes you need. The assistant understands the form’s current state, so you can reference existing sections and fields by name. You can ask it to add, modify, or remove sections and fields, rename the form, or build an entire form from scratch.
3

Review Proposed Changes

The assistant streams its proposed changes directly into the editor. Once complete, each change is color-coded:
  • Green — new sections or fields being added
  • Red — existing sections or fields being removed
  • Yellow — existing fields being modified
A review bar appears at the bottom of the editor showing the total number of proposed changes.
4

Accept or Reject Changes

Use the checkboxes next to each proposed change to select which ones to keep. You can also use Select All or Deselect All in the review bar. Click Accept to apply your selections, or Reject All to discard everything and return to the original form.
The assistant remembers your conversation, so you can make follow-up requests like “Actually, make that section optional” or “Add a signature field at the end.” Each new request starts a fresh review cycle.
Example prompts:
  • “Create an intake form for new dermatology patients with demographics, medical history, and a consent section”
  • “Add a surgical history section with questions about past surgeries, dates, and complications”
  • “Remove the insurance section and add a file upload for patients to attach their insurance card photo”
  • “Rename this form to ‘Pediatric Wellness Visit’ and add allergy and immunization questions”
Consent forms use the same editor as all other forms. To create one:
  1. Click Create Form and name it (e.g., “HIPAA Consent Form”).
  2. Add a Custom Section.
  3. Add a Disclaimer question with the full text of your consent language. You can format text with special characters:
    • Wrap text in double asterisks (e.g., **important**) for bold red text to emphasize key points.
    • Wrap text in single asterisks (e.g., *notice*) for bold text.
    • Wrap text in double underscores (e.g., __terms__) for underlined text.
  4. Add a Statement question if you need a list of consent points the patient must read.
  5. Add a Signature question for the patient’s signature.
  6. Save the form.

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Manage Forms

Navigate to Check-In > Forms > Forms List to see all active forms. The table shows one column per form row: the form name, with subtitle text showing the number of submissions, creation date, and expiry setting (if configured).

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Search Forms

Type in the search bar at the top of the list to filter forms by name. The list updates as you type.

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Form Actions

Click the gear icon on any form row to access these options:
  • Edit Form — Open the form in the editor to make changes.
  • Send to Patient — Search for a patient and send the form link via text message.
  • Fill In Person — Open the form in the console so a staff member can fill it out on behalf of a patient.
  • Edit Default Message — Customize the default SMS text that accompanies the form link when sent to patients.
  • Edit Expiry — Set or change the number of days after which a submission expires and must be re-completed.
  • View Submissions — Open a panel showing all patient responses for this form (only visible if the form has at least one submission).
  • Copy URL — Copy the direct form URL to your clipboard for sharing manually.
  • Generate QR Code — Download a QR code image that links to the form. Useful for printing and posting in your clinic.
  • Convert to Note Template — Turn this form into a clinical note layout that providers can use when documenting visits. The form’s questions become fields in the note template. See Note Templates for more.
  • Export PDF for Printing — Download a blank PDF version of the form for paper-based workflows.
  • Archive Form — Remove the form from active use. If the form has existing submissions, a confirmation prompt appears.

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Bulk Actions

Select multiple forms using the checkboxes on the left side of each row. A toolbar appears with bulk options:
  • Copy Link — Copy a single URL that combines all selected forms into one patient workflow.
  • Export PDF for Printing — Download blank PDF versions of all selected forms.
  • Convert to Note Templates — Turn all selected forms into clinical note layouts for providers at once.
  • Send to Patient — Send all selected forms to a single patient.

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Archive a Form

To retire a form without deleting historical data:
  1. From the Forms List, click the gear icon and select Archive Form.
  2. If the form has existing submissions, confirm the archive action when prompted.
Archived forms no longer appear in the active forms list, cannot be sent to patients, and are removed from service form assignments. All historical submissions and patient data linked to the form are preserved.

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Advanced Configuration

The Payment Methods block type lets you securely collect a credit card as part of the form. The patient sees a standard card entry field within the form, enters their card details, and submits. The card is saved to their account so it’s ready for future billing — no need to collect it separately at the front desk. This is especially useful for collecting a card on file during intake.
Forms can be converted into clinical note templates for use in the Scribe module. Click the gear icon on any form and select Convert to Note Template. The form’s questions become fields in the template. You can also bulk-convert multiple forms using the checkbox selection. Converted templates appear in Settings > Note Templates.
Calculated score questions automatically compute a total based on the patient’s answers to other questions in the same block. These are useful for clinical assessments and screening tools (e.g., PHQ-9 depression screening). The score displays prominently in the submission viewer under an “Assessment Results” header.
File upload questions allow patients to upload documents such as ID photos, insurance cards, or medical records. You can configure allowed file types, maximum file size, and maximum file count per question. If a patient encounters an upload error, the submission is flagged with a “Requires Follow-up” badge so staff can collect the file through another method.
Form features are gated by role-based permissions:
  • Forms Submissions Read — Required to view the Submissions page and patient responses. Without this permission, the Submissions tab is not visible.
  • Downloads/Export — Required to export individual submissions to PDF and to export blank forms for printing.
  • Settings Note Templates Write — Required to use the “Convert to Note Template” feature on forms.
All staff can send forms to patients and fill forms in person. Admin users have full access to all form features by default.