How do I create my first intake form?

From your dashboard, click the "New Form" button in the top right. You'll see three creation methods:

  • AI generation: type a prompt like "New patient intake form for a dental office with insurance, medications, and consent" and a complete multi-page form appears in seconds
  • Image upload: snap a photo of your existing paper form and the AI converts it to a digital form with the correct field types
  • Templates: browse healthcare-specific templates by category (patient registration, consent, medical history, etc.) and customize one

You can also start with a blank canvas and add fields using the slash command menu: type "/" in the empty input at the bottom of the form.

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included