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