Feature · Forms & intake

Digital intake and consent, signed before they arrive.

Collect health intake, consent and waivers with e-signature — stored securely against each client, ready when they walk in.

Available on Starter and up

E-signature built in

Clients read, complete and sign on any device — no printing, no clipboard.

Attached to the client

Every completed form saves to the client record, timestamped and easy to find.

Templates or your own

Start from intake and consent templates or build your own with the form builder.

Consent, on the record

Keep signed consent and waivers on file for treatments that need them.

Works with the rest

Better with every other tool

Try forms & intake free for 30 days.

Set up in minutes. No card required.