Add-on

Secure patient forms before the visit starts

Send digital intake, consents, and history forms patients can complete securely online — so the chart is ready when they arrive.

Secure intake

Collect what you need without the clipboard

Patient Forms lets clinics request information securely, review submissions in one place, and keep responses attached to the patient record.

  • Customizable intake, history, and consent forms
  • Secure patient submission by link or portal
  • Responses land in the patient record
  • Less front-desk paperwork on arrival
Clinic staff reviewing patient engagement and intake workflows
Works with

Layer forms onto your PMS

Patient Forms is an add-on — start with Optometry PMS or Dental PMS, then turn on secure forms when you’re ready.

PMS

Optometry PMS

Layer this add-on onto eye care scheduling, clinical, and front-desk workflows.

Explore Optometry PMS
PMS

Dental PMS

Layer this add-on onto dental chairs, treatment plans, and clinic operations.

Explore Dental PMS

Replace paper intake with secure forms.

Book a demo and we’ll map Patient Forms to your specialty PMS and visit types.