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Patient Intake
Form Template

Easily send and receive your patient intake forms online. Send patients your online intake form to fill out on their phone, tablet, or computer. Patients securely sign and submit completed online intake forms directly to your account online. Track the progress of new patient intake forms, send automated reminders, and receive completed forms online.
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Patient Intake Form

Patient Intake Form Template

Give patient the freedom to complete intake forms with any device, anywhere. Streamline the way you collect signatures and consent forms by setting up your patient intake form online.

Easily personalize this patient intake form template with a HIPAA compliant form builder.

Streamline patient forms and engagement

Collect forms. Engage patients. Automate follow-up.

What is included in the Patient Intake Form Template?

01Patient Information

Your patient intake form will require the patient’s information, which will include; the patient’s name, phone number, address, email address, date of birth, social security number, and other identifiable information that is relevant. 

02Questionnaire

This patient questionnaire will help you assess the purpose of the patient’s visit. It also collects other important information relating to the visit, including medication information and substance abuse history.

03Privacy Practices and Consent Forms

This Patient Intake Form Template packet has included a notice of privacy practices as well as an informed consent form. Cover all of your bases in one simple location!

04Autocompleted Fields

Are you asking your patients the same questions on multiple forms? Give your patients the ability to fill out their information once and have it populate throughout all of your forms. Automatically populate fields and paragraphs of text with information that has been inputted previously by the patient. 

05Conditional Logic

Only show information that is relevant to the patient with conditional logic. Make it simple for your patients to complete your forms and improve the accuracy of the data you receive with conditional logic.

06Save And Continue Later

Allow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time.

07Signature and Date

Have your patients e-sign and date the authorization form. Completed medical records release forms will be submitted directly to your account online. Review authorization of record release forms online.

Discover More Form Features

Setup HIPAA compliant online forms. Streamline your process of collecting information from patients.
Sync HIPAA Compliant Form Submissions to Dropbox

Sync Submissions to Dropbox

Dropbox integration seamlessly converts each form submission into a PDF document, then automatically uploads each PDF and any additional file attachments to your Dropbox Account.

Email Invitation Forms

Email Invitations

Send an email invitation to your patients to complete your forms. Give patients the freedom to sign, complete, and submit forms with any device, anywhere.

Prefilled HIPAA Compliant Forms

Prefilled Forms

Send a prefilled contracts, agreements, and forms to have patients securely sign forms customized for them. Create financial contracts with pricing specific to the patient.

Export to Excel

Export Form Submissions to Excel

Export multiple patient forms into a Microsoft Excel compatible CSV file. Take control of your patient data with a bulk export, and import your complete patient forms into a database, excel spreadsheet, or EHR.

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They love FormDr - and so do their patients

  • “

    Not having an online custom form to offer patients was a huge struggle. FormDr makes paperwork seamless and saves a ton of time and money by allowing us to upload to patients EMR rather than print, fill out, scan, and then attach. That is now a hindrance of the PAST!

    Woodlands Dermatology
    Angela H.
  • “

    Patients can fill out the forms at their leisure, and don’t have to print anything. We’re collecting more completed forms than ever, and patients love not having to do anything when they come to the office for the first time.

    FYZICAL MetroWest
    Lauren A.
  • “

    FormDr allows me to send and receive attractive, professional forms from patients. Very helpful that I can remind patients of their appointment time and check the status of the form.

    Banks Hepatology Institute PC
    Alpha B.
  • “

    Sending a PDF was too time consuming for the patients to do, and it required the additional steps of printing and scanning it into our own systems. FormDr made it easier to get patients to complete the forms by email, and it’s a more secure way to provide info than simply emailing back a completed PDF.

    Reload Therapy
    Angie I.
  • “

    Before FormDr, the most common struggle were our patients taking a long time to complete forms in our office. Now patients are able to be seen faster when forms are completed prior to visit. Very easy service to create forms online!

    Skin Science Dermatology
    Courtney M.
  • “

    The support is second to none. FormDr has been instrumental in streamlining our intake of new patients.

    Lang Orthodontics
    Eric L.
  • “

    Before, clients weren’t signing our forms before the appointment. FormDr has allowed us to share our documents for client review and signatures. I really appreciate the support, it has been super helpful simplifying our forms!

    Meridian Behavioral Health
    Laura W.

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Schedule a demo to see how FormDoctor can streamline patient forms and automate engagement.
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FormDoctor gives your practice one HIPAA-compliant platform to collect forms, communicate with patients, and automate follow-up. We help practices who:

  • Are still using paper forms, PDFs, or Word documents
  • Spend too much time printing, scanning, emailing, and calling patients
  • Need an easier way to send reminders and automate follow-ups
  • Want to streamline forms, communication, and paper workflows