Draft Auto-Save

A feature that automatically saves a patient's form progress at regular intervals without requiring manual action. If a patient closes their browser, loses connectivity, or needs to take a break, they can resume exactly where they left off. Especially important for lengthy intake forms completed on mobile devices.

Related terms

• Multi-Page FormA form divided into multiple pages or sections (e.g., Demographics, Insurance, Medical History, Consent) for easier completion. Multi-page forms reduce cognitive load, show progress indicators, and allow patients to complete intake in manageable steps. Progress is saved automatically between pages.
• Magic LinkA secure, single-use URL sent to a patient via email or SMS that allows them to access and complete their intake forms without creating an account or remembering a password. Magic links expire after a set period and can only be used once, maintaining security while eliminating friction for patients.