Patient intake built for your practice
Whether you run a dental office, mental health practice, or urgent care clinic — find the intake workflow that matches your specialty.
HIPAA compliant · No engineering required · Set up in minutes
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Tailored intake workflows for medical specialties. Each includes specialty-specific forms, compliance requirements, and recommended templates.

Patient Intake for Dental Practices
PopularStreamline dental patient intake and treatment consent
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Patient Intake for Mental Health Practices
PopularSensitive, secure intake for therapy and psychiatry
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Patient Intake for Pediatric Practices
PopularChild-friendly intake with guardian consent workflows
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Patient Intake for Physical Therapy
PopularCapture functional history and rehab goals digitally
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Patient Intake for Primary Care
PopularComprehensive intake for family and internal medicine
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Patient Intake for Urgent Care
PopularFast, mobile-first registration for walk-in patients
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Patient Intake for Dermatology
Skin health history and cosmetic consultation forms
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Patient Intake for Orthopedics
Musculoskeletal history and injury assessment forms
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Patient Intake for Cardiology
Cardiovascular history and cardiac risk screening
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Patient Intake for OB/GYN
Obstetric, gynecological, and prenatal intake forms
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Patient Intake for Chiropractic Practices
Streamlined intake for spinal health and wellness visits
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Patient Intake for Ophthalmology Practices
Digital eye care intake with vision history and consent forms
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Patient Intake for Oncology Practices
Compassionate, thorough intake for cancer care patients
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Patient Intake for Med Spas
Polished digital intake for aesthetic and wellness clinics
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Patient Intake for Pain Management Clinics
Detailed pain assessment and intake for interventional clinics
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Patient Intake for Gastroenterology Practices
Streamlined GI intake with symptom tracking and procedure consent
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Patient Intake for Behavioral Health Practices
Sensitive, secure intake for behavioral health and substance use care
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Patient Intake for Speech Therapy Practices
Specialized intake for speech-language pathology clinics
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Patient Intake for Occupational Therapy Practices
Functional intake forms for OT clinics and rehabilitation centers
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Patient Intake for Multi-Provider Clinics
Unified intake for clinics with multiple specialties and providers
Learn moreCommon intake workflows that work across any specialty. Automate new patient registration, pre-visit forms, consent collection, and more.

New Patient Intake
PopularDigitize your entire new patient onboarding process
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Telehealth Patient Intake
PopularStreamline virtual visit preparation and patient intake
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Pre-Visit Intake Automation
PopularAutomate form delivery before every appointment
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Walk-In Patient Registration
Fast digital registration for walk-in and same-day patients
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Insurance Verification Forms
Collect and verify insurance details before every visit
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Digital Consent Forms
Collect legally binding e-signatures on every consent form
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Appointment Scheduling & Intake
Connect scheduling with automatic intake form delivery
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Patient Payment Collection
Collect patient payments and financial agreements digitally
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Patient Screening Questionnaires
Automate clinical screening with validated questionnaires
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Post-Visit Follow-Up
Automate patient follow-up forms after every visit
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Referral Management Forms
Digitize referral requests and streamline patient transitions
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Medical Records Request
Process records requests with digital forms and tracking
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Annual Wellness Visit Intake
Streamline annual wellness visit preparation and forms
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Workers' Compensation Intake
Capture complete workers' comp details from the first visit
Learn moreDon't see your specialty?
Start with a template, customize with the AI builder, or talk to our team about your specific needs.