Track what matters to your practice.

Add your own fields to the patient chart and fill them from intake forms.

A patient chart with fields filled from intake

Your own fields

Text, dates, dropdowns, and more.

Filled from intake

Map form answers to chart fields.

On every chart

Right next to contact and insurance details.

How it works

  1. 01Create a fieldIn Settings, Patients.
  2. 02Map it in a formPatient answers update the chart.
  3. 03Use it every daySee and edit it on each patient.

Questions

Text, dates, dropdowns, and other types configured in patient field settings.

Yes. Map form questions to chart fields so submissions sync into the patient record.

Yes. Staff-only forms and in-office fill workflows are supported.

Yes. Custom fields appear in dedicated chart sections alongside standard demographics and insurance.

Get every patient ready before the visit.

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

Cancel anytime · BAA included