Send patients a portal link before their appointment — forms completed at home, not at the front desk.
Every minute a new patient spends filling in paper forms at reception is a minute the appointment clock is already running. For practices with tight schedules, a 10-minute paper intake at the start of a 45-minute appointment creates a cascading delay that affects every patient that day.
Digital new patient intake forms solve this by moving the intake step out of the waiting room and into the patient's home — or car park, or coffee shop — before they arrive. The practice has a complete record before the appointment begins.
When a new patient books an appointment, they receive a secure portal link. The link takes them to a step-by-step intake flow — medical history, contact details, insurance information, and consent form signature. Required fields cannot be left blank. The practice receives a notification when intake is complete.
For patients who do not complete intake before the appointment, automated reminders are sent in the days before the visit. Walk-in patients can access the same form via a QR code at the front desk.
Send the link when the appointment is booked — ideally 3 to 5 days before the visit. This gives patients enough time to complete the form and allows the practice to follow up if anything is outstanding.
Yes. Consent form signature is a required step in the intake template. Patients sign digitally through the portal — with a full timestamp and record.
Automated reminders go out when intake is incomplete. For patients who still have not completed it on the day, a QR code at the front desk gives them access to finish quickly on their phone.
Yes. Build a separate flow for new NHS patients, new private patients, referral patients, and specialist consultations — each with appropriate required steps.
Yes. Patient information is submitted through a secure portal and stored with controlled access. Contact us to discuss specific compliance requirements for your practice.
Build your first template in under 20 minutes. No credit card required.
