Magic Link
FormsA 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.
Related terms
Intake Form
A form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.
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.
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