Features · Forms and intake
The intake packet is done
before they walk in.
Build a form once, send the whole packet into the member's thread, and review what comes back in the same queue as everything else. Signed answers stay the way they were signed.
Before your Oct 2 visit
New patient packet
- ✓
Registration
Prefilled from your record
- ✓
Medical history
12 sections
- ✓ S. Patel
Consent to treat
Signed by Sarah Patel
- …
PHQ-9
Question 6 of 9
How it works
Built once. Answered at home. Reviewed in your queue.
Members fill in forms where they already talk to you. The answers go to the people who handle the rest of their requests.
- 01
Build it once
Lay out the form, add the logic and scores it needs, and preview it at phone, tablet, and desktop widths. It cannot be published while its logic or formulas are broken.
- 02
Send the packet
Put registration, history, consents, and assessments in one ordered packet. It arrives as a card in the member's thread, each item pinned to the version you sent.
- 03
They finish it at home
Answers save as they go, so a member can stop and come back. Details you already have are filled in and labeled.
- 04
Review it in the queue
A completed form becomes review work in the same staff queue as everything else. Ask for a clarification, countersign it, or lock it.
The builder
Lay out the form the way you want it read.
Drag fields onto the page and nest them in sections and pages. Undo and redo work the way you expect, and every change autosaves, so a half-built form is never lost.
Preview it at phone, tablet, and desktop widths before a member sees it. Start from a blank page, a template, or a copy of a form you already use, and keep the library in folders with your favorites at the top.
Intake · Medical history
Section 3: Pregnancy Saved
Fields
- Aa Text
- Nm Name
- ⌂ Address
- $ Currency
- ◉ Choice
- ▾ Dropdown
- ▦ Matrix
- ≡ Table
Are you currently pregnant?
Estimated due date Conditional
Current medications
Estimated due date
Logic
Show if all are true
Pregnant = Yes
+ Add condition
When this field is hidden, its answer is dropped from the submission.
Fields and logic
Every common field, and logic that never guesses.
- Text, names, and addresses
- The fields every registration form starts with.
- Numbers and currency
- Numeric answers and amounts, ready to use in calculations.
- Choices
- Single and multiple choice, and searchable dropdowns for long lists.
- Dates and times
- Birth dates, symptom onset, last visits, and preferred times.
- Matrices and repeating tables
- Rate several items on one scale, or let the member add a row for each medication, allergy, or relative.
- Show and hide
- Fields, sections, and whole pages appear on any combination of answers: all of these, any of these, and groups within groups.
- Hidden answers are dropped
- When a field is hidden, its answer is removed from the submission. It is not kept out of sight.
- Calculations and scores
- Totals, dates, and scoring formulas. A missing answer shows as missing, never as zero.
- Checked before publishing
- A form with broken logic or a formula that does not work cannot be published until it is fixed.
Where they arrive
Sent into the conversation they already have with you.
There is no separate link to lose. A form or packet arrives as a card in the member's thread, next to your message about it, and waits in their Forms view until it is done.
Answers save as they go, so a member can start at home and finish in the parking lot. Details you already have, like an address or a pharmacy, are filled in and labeled as coming from their record. They can change them where you allow it.
Schedule · Annual visit
Northside Family Medicine
Thursday at 9 works. Anything I need to do first?
You're confirmed with Dr. Chen. Please fill in your new patient packet before you come in.
Forms · 4 items
New patient packet
Preferred pharmacy
Edit
Saved as you go. You can also find this packet under Forms.
Signatures and review
Signed answers stay the way they were signed.
A packet is an ordered set of forms and documents, and each item is pinned to the version you sent. Editing the form later does not change what the member is answering.
The member, or their representative, signs electronically. Signed answers are locked. A correction is an amendment with a name and a time on it, so nothing is changed quietly after the fact.
Every completed form lands in the same staff queue as refills and scheduling. From there your team can request a clarification, countersign, or lock it.
Queue · Form review
New patient packet
Sarah Patel · Completed 8:12 AM
Consent to treat
LockedSigned Sep 30 · Version 4 S. Patel
Amendment by J. Okafor, Oct 1, 2:14 PM: phone number updated. The signed version stays as signed.
PHQ-9
Score incomplete- Little interest or pleasure Several days 1
- Feeling down or hopeless More than half 2
- Trouble falling or staying asleep Missing —
One answer is missing, so no total is shown. It is not counted as zero.
At the front desk
For the forms filled in at the office, and the reports after.
- Kiosk mode
- Hand a tablet across the desk. Kiosk mode resets between patients, so the next person starts on a clean screen.
- Paper forms, attributed
- When a form comes in on paper, staff enter the answers and the entry is recorded under their name.
- Staff-only fields
- Fields for your team's notes stay off the member's copy of the form.
- Anonymous surveys
- Collect feedback without tying the answers to a person, when that is what you want.
- PDF copies
- A PDF of the completed form for the chart.
- CSV export
- Export responses to CSV for your own reporting.
More of Practice Portal
- Member app Your own iOS, Android, and web app
- Front desk Requests with an owner and a due time
- Scheduling One calendar, self-booking, video visits
- Clinician scribe The note, drafted before you leave the room
- Patient chat An AI assistant that knows their chart
- Memberships and billing Plans, households, payments, newsletters
Early access
Opening to a limited number of practices.
Tell us about yours and we will be in touch as your spot comes up.