Patient Intake for Pediatric Practices
Child-friendly intake with guardian consent workflows
Pediatric intake is uniquely complex because it involves multiple parties — parents, guardians, and often divorced or separated families with shared custody. Formisoft streamlines pediatric registration with smart forms that collect guardian information, custody documentation, authorized pickup contacts, immunization records, and developmental milestones all in one cohesive digital workflow.
Our pediatric templates include age-appropriate developmental screening questionnaires such as the ASQ-3 and M-CHAT, which help identify developmental delays early. Well-child visit forms are structured around AAP Bright Futures guidelines, ensuring your practice captures the right information at each age milestone. Allergy documentation, medication lists, and school or daycare health forms can be completed digitally and stored in the patient record.
Parents appreciate the convenience of completing forms from home rather than juggling paperwork while managing children in the waiting room. Formisoft supports multiple guardian profiles per patient, so both parents can contribute information or provide consent separately. For practices that serve adolescents, conditional logic can present age-appropriate questions about mental health, substance use, and reproductive health with appropriate confidentiality protections.
How it works
Parent Receives Intake Link
When a new patient appointment is scheduled, parents or guardians receive a secure link to complete intake forms covering the child's medical history, allergies, and guardian information.
Complete History and Screenings
Parents fill out age-appropriate medical history, immunization records, developmental screening questionnaires, and school or daycare health requirements.
Guardian Consent and Authorization
Digital consent forms capture guardian signatures for treatment, immunizations, and authorized contacts for pickup and emergency decisions.
Clinical Team Reviews
Nurses and pediatricians review completed forms before the visit, with developmental screening scores and allergy alerts prominently displayed.
Key features
Everything you need for patient intake for pediatric practices, built into the platform.
Developmental Screening
Built-in ASQ-3 and M-CHAT questionnaires with automatic scoring to identify developmental concerns at well-child visits.
Immunization History
Structured immunization record forms that capture vaccine history and identify which vaccinations are due based on the child's age.
Multi-Guardian Support
Support for multiple guardians per patient, including separated parents with shared custody, each with their own consent and contact profiles.
Age-Adaptive Forms
Conditional logic adjusts form content based on the child's age, showing infant-specific questions for newborns and adolescent screening for teens.
Allergy and Medication Tracking
Detailed allergy documentation including reaction severity, and current medication lists with dosage information.
School and Daycare Forms
Generate completed health forms for schools and daycares directly from intake data, saving parents and staff time.
Growth Milestone Tracking
Capture birth history, growth milestones, and feeding information relevant to the child's developmental stage.
HIPAA-Compliant with Minor Protections
Enhanced privacy controls for adolescent patients with confidential sections that comply with state minor consent laws.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Can both parents fill out intake forms separately?
Yes. Formisoft supports multiple guardian profiles per patient. Each parent or guardian can receive their own intake link, provide their contact information, and sign consent forms independently. This is especially useful for families with shared custody arrangements.
Are developmental screening tools included?
Yes. Formisoft includes validated pediatric screening tools like the ASQ-3 for developmental milestones and M-CHAT for autism screening. Scores are calculated automatically and flagged for clinician review if they indicate potential concerns.
How do age-appropriate forms work?
Formisoft uses conditional logic based on the child's date of birth. An infant visit will show questions about birth history, feeding, and early milestones, while a teenager's forms may include confidential adolescent health screening questions. The forms adapt automatically.
Can parents upload immunization records?
Yes. Parents can upload photos or PDFs of immunization cards, school health forms, or previous medical records directly through the intake form. Files are securely stored and attached to the patient's record.
Does Formisoft support school physical forms?
Formisoft allows you to collect all the information needed for school and sports physicals digitally. While generating the specific state-required form varies, having all data pre-collected makes completing official forms quick and easy.
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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.
