By Specialty

Patient Intake for Cardiology

Cardiovascular history and cardiac risk screening

Cardiology patients present with complex medical histories that require thorough documentation of cardiovascular risk factors, symptom patterns, medication regimens, and prior cardiac workups. Formisoft provides cardiology-specific digital intake forms that capture this critical information systematically, helping cardiologists prepare for consultations and make informed clinical decisions from the moment the visit begins.

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Our cardiology intake templates include comprehensive cardiovascular history covering chest pain characterization (onset, location, duration, radiation, associated symptoms), dyspnea classification (exertional, paroxysmal nocturnal, orthopnea), palpitation patterns, syncope history, and lower extremity edema. Cardiac risk factor assessment documents hypertension history, diabetes status, lipid levels, smoking history, family history of premature coronary artery disease, and physical activity patterns. Patients list all cardiac medications with dosages — including anticoagulants, antiarrhythmics, antihypertensives, and statins — for thorough medication reconciliation.

For interventional and procedural cardiology, Formisoft provides consent forms for catheterization, angioplasty and stenting, electrophysiology studies, pacemaker and defibrillator implantation, and cardioversion. Pre-procedure forms capture the specific anticoagulation management instructions and NPO status verification required for cardiac procedures. Webhooks and API access let you connect intake data to your patient chart through third-party integration platforms, creating a complete clinical picture.

How it works

Step 1 of 4

Referral Triggers Intake

When a patient is referred to cardiology or schedules a consultation, comprehensive cardiac history forms are sent automatically covering symptoms, risk factors, and medications.

Step 2 of 4

Symptom Documentation

Patients document cardiovascular symptoms in detail — chest pain characteristics, shortness of breath patterns, palpitations, dizziness, and exercise tolerance.

Step 3 of 4

Risk Factor and Medication Review

Complete cardiac risk factor profile and thorough medication reconciliation, including anticoagulants and cardiac-specific drugs with dosages and prescribing physicians.

Step 4 of 4

Cardiologist Preparation

The cardiologist reviews the full cardiac history, risk profile, and previous workup results before the consultation, enabling a targeted and efficient evaluation.

Key features

Everything you need for patient intake for cardiology, built into the platform.

Cardiac Symptom Assessment

Structured chest pain characterization, dyspnea classification, palpitation documentation, and syncope history using clinically validated question frameworks.

Cardiovascular Risk Profiling

Comprehensive risk factor assessment including hypertension, diabetes, hyperlipidemia, smoking, family history, obesity, and sedentary lifestyle documentation.

Medication Reconciliation

Detailed cardiac medication lists with special attention to anticoagulants, antiarrhythmics, antihypertensives, and their dosing schedules.

Prior Cardiac Workup History

Document previous EKGs, echocardiograms, stress tests, catheterizations, and cardiac surgeries with dates, facilities, and key findings.

Procedure Consent Forms

Informed consent templates for catheterization, angioplasty, EP studies, pacemaker implantation, and cardioversion with procedure-specific risk disclosures.

Exercise Tolerance Assessment

Functional capacity questions that help classify the patient's activity level and exercise tolerance using standardized frameworks.

Family Cardiac History

Detailed family history focusing on premature coronary disease, sudden cardiac death, cardiomyopathy, and arrhythmia conditions with age of onset.

Anticoagulation Management

Pre-procedure anticoagulation status forms that document current therapy, last dose, and bridging plans for patients on blood thinners.

Expected results

20 min

Saved per cardiology consult

100%

Risk factors documented pre-visit

65%

Faster medication reconciliation

Ideal for

General cardiology practices

Interventional cardiology groups

Electrophysiology practices

Heart failure clinics

Cardiac surgery programs

Preventive cardiology practices

Recommended templates

Start with a pre-built template and customize it for your practice.

Cardiology Intake Cardiac Risk Assessment Medical History General Treatment Consent Insurance Verification

Frequently asked questions

How does the cardiac symptom assessment work?

Formisoft's cardiology forms use structured question sequences to document chest pain characteristics (location, quality, duration, radiation, provoking and relieving factors), shortness of breath patterns (exertional, at rest, lying flat, at night), palpitation frequency and triggers, and episodes of dizziness or fainting. This systematic approach mirrors clinical assessment frameworks.

Can patients document their previous cardiac tests?

Yes. The intake forms include sections for patients to list previous EKGs, echocardiograms, stress tests, Holter monitors, cardiac catheterizations, and cardiac surgeries. They can provide dates, facilities, and key findings they remember, and upload any reports they have access to.

Do you have consent forms for cardiac procedures?

Yes. Formisoft includes customizable consent templates for common cardiology procedures including cardiac catheterization, angioplasty with stenting, electrophysiology studies, pacemaker and ICD implantation, and electrical cardioversion. Each includes procedure-specific risks, benefits, and alternatives.

How does anticoagulation management work pre-procedure?

For patients on blood thinners scheduled for procedures, Formisoft provides pre-procedure forms that document the specific anticoagulant, current dosage, last dose taken, INR results if applicable, and whether bridging therapy has been prescribed. This ensures the procedural team has critical anticoagulation information.

Does Formisoft integrate with cardiology EHR systems?

Yes. Formisoft offers webhooks and a REST API that let you connect intake data to your EHR. Third-party integration platforms enable automated data transfer to your cardiology clinical system without custom development.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.