Patient Intake for Ophthalmology Practices
Digital eye care intake with vision history and consent forms
Ophthalmology practices manage a wide range of patient needs—from routine eye exams and contact lens fittings to complex cataract surgeries and retinal treatments. Formisoft provides digital intake forms that capture the detailed ocular history, medication lists, and symptom timelines that ophthalmologists need to deliver precise, efficient care. Patients complete everything online before their appointment, so your technicians can focus on testing rather than data entry.
For surgical ophthalmology, Formisoft offers robust informed consent workflows for procedures like LASIK, cataract extraction, glaucoma surgery, and intravitreal injections. Patients review procedure details, risks, and post-operative instructions on their own device, then sign electronically. This ensures thorough documentation while giving patients time to review materials without feeling rushed in the exam room.
Whether you operate a general ophthalmology practice, a retina specialty clinic, or an ambulatory surgery center, Formisoft adapts to your workflow. Webhooks and API access let you connect intake data to your clinical system through third-party integration platforms, eliminating transcription errors and keeping your schedule running on time.
How it works
Configure your eye care forms
Use our ophthalmology intake template or build custom forms with vision history, ocular symptom checklists, and surgical consent sections.
Send intake links to patients
Automatically deliver form links via text or email when appointments are booked, so patients arrive with paperwork complete.
Capture surgical consent digitally
Patients review procedure-specific risks, benefits, and alternatives, then sign consent forms electronically from any device.
PDF Submissions
Download completed intake forms as formatted PDFs for printing, faxing, or offline records.
Key features
Everything you need for patient intake for ophthalmology practices, built into the platform.
Comprehensive Ocular History
Structured fields for vision changes, eye surgeries, glaucoma history, retinal conditions, and family ocular history with onset timelines.
Procedure-Specific Consent
Pre-built consent templates for LASIK, cataract surgery, intravitreal injections, and glaucoma procedures with e-signature capture.
Medication and Allergy Capture
Detailed medication lists including eye drops, systemic medications, and allergy documentation critical for ophthalmic procedures.
Insurance and Referral Tracking
Collect insurance information, referring physician details, and authorization numbers during intake to streamline billing.
Vision Symptom Checklists
Patients report symptoms like floaters, flashes, double vision, and pain using structured checklists that map to clinical workflows.
Pre-Operative Questionnaires
Surgery-specific intake forms collect health clearance information, current medications, and anesthesia history before the procedure date.
Multi-Device Accessibility
Forms work seamlessly on phones, tablets, and desktops, making it easy for elderly patients or caregivers to complete intake from home.
Automated Reminders
Send automated email and SMS reminders to patients who haven't completed their intake forms before their eye appointment.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Does Formisoft have consent forms for LASIK and cataract surgery?
Yes. Formisoft includes procedure-specific consent templates for LASIK, cataract extraction, glaucoma surgery, intravitreal injections, and other ophthalmic procedures. Each template covers risks, benefits, alternatives, and post-operative instructions.
Can elderly patients or caregivers fill out forms on behalf of the patient?
Absolutely. Formisoft forms are designed for accessibility on any device. Caregivers or family members can complete intake on behalf of the patient, and the system captures who submitted the form for documentation purposes.
Can I connect Formisoft to my ophthalmology EHR?
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 clinical system without custom development.
Can I collect different information for surgical vs. routine exam patients?
Yes. You can create separate form sets for routine eye exams, surgical consultations, pre-operative visits, and post-operative follow-ups, then assign them based on appointment type.
How does Formisoft handle vision symptom documentation?
Our ophthalmology templates include structured symptom checklists covering common complaints like blurry vision, floaters, flashes, eye pain, and light sensitivity. Patients select relevant symptoms and provide onset details, giving your team a clear clinical picture before the exam.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.
