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Pediatric Intake Form

3 pages13 fieldsHIPAA-ready
Ready to useHIPAA compliantCustomize in minutes

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Pediatric Intake Form

Page 1 of 3

Child's Name & Date of Birth
Jane Martinez
Phone Number
(555) 867-5309
Email Address
jane.martinez@email.com
Parent/Guardian Information
Birth History (Weight, Delivery Type)
03/15/1985
Developmental Milestones
Immunization Records
Diabetes
Hypertension
Asthma
Heart Disease
Allergies
Current Medications
School & Grade Level
Behavioral Concerns
Enter details here...
Insurance Information
Insurance carrier & policy
Consent Signature (Parent/Guardian)
I agree to the terms above
Sign here
Submit
Use this template

Sign up and start customizing in minutes.

The Pediatric Intake Form is tailored specifically for children's healthcare needs. Unlike a standard adult intake form, this template captures child-specific information including birth history (delivery type, birth weight, APGAR scores), developmental milestones, immunization records, school and grade level, and behavioral or learning concerns.

Parent and guardian information is collected separately with clear relationship designation, ensuring that communication and consent workflows are properly managed. The form supports multiple guardians and includes fields for custody-related notes when relevant.

This template is ideal for pediatricians, family medicine practices seeing children, pediatric specialists, and school-based health clinics. The immunization records section can be pre-populated with the CDC recommended schedule, making it easy for parents to indicate which vaccines their child has received. Developmental milestone checklists are age-appropriate and aligned with AAP guidelines.

What's included

  • Child demographics and parent/guardian info
  • Birth history and developmental milestones
  • Immunization records aligned with CDC schedule
  • Allergy documentation with severity levels
  • Medication list with dosage and frequency tracking
  • Insurance information collection with carrier and policy details
  • Parent/guardian consent agreement with e-signature
  • Medical conditions checklist

Who uses this template

  • Pediatric practices and children's clinics
  • Family medicine offices seeing children
  • School-based health clinics
  • Pediatric specialty referrals

All form fields

13 fields across 3 pages. Customize any field after signing up.

Child's Name & Date of BirthText
Phone NumberPhone
Email AddressEmail
Parent/Guardian InformationText
Birth History (Weight, Delivery Type)Text
Developmental MilestonesCheckbox
Immunization RecordsConditions
AllergiesAllergies
Current MedicationsMedications
School & Grade LevelText
Behavioral ConcernsLong Text
Insurance InformationInsurance Info
Consent Signature (Parent/Guardian)Consent Agreement

How to use the Pediatric Intake Form

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Pediatric Intake Form from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Pediatric Intake Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 13 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

Is the Pediatric Intake Form HIPAA compliant?

Yes. All Formisoft templates, including the Pediatric Intake Form, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 13 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Pediatric Intake Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

8 min saved per patient98% patient satisfaction3x faster than paper

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