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
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E-signature built in

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

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Attached to the client

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

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Templates or your own

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

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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.