Build fully customizable intake wizards tailored to your practice. Send them securely to patients via email or SMS — and receive completed forms as structured data, ready for your workflow.
Illegible handwriting, missing fields, manual data entry, lost paperwork, and compliance risk. SecurePATIENT Intake replaces all of it with a digital workflow that patients can complete before they ever walk through your door.
Define the exact questions your specialty requires. Build multi-step wizards with conditional logic — patients only see what's relevant to them.
Send intake invitations directly to patients via email or text message. Include a secure link that opens the intake wizard on any device.
Add patients with their contact information, track invitation status, and manage completed intakes from a single dashboard.
From form design to completed submission — the entire workflow is secure, auditable, and effortless.
Use the form builder to create intake wizards customized for your practice. Add demographics, medical history, insurance, consent forms, or anything your specialty needs. Conditional logic ensures patients only answer relevant questions.
Add patients to your roster and send them an intake invitation via email, SMS, or both. Patients receive a secure link to begin their intake wizard on any device — phone, tablet, or desktop.
When a patient completes the wizard, their responses are submitted as structured JSON — encrypted, validated, and delivered directly to your dashboard. No more deciphering handwriting or chasing missing fields.
Because you define the questions, SecurePATIENT Intake adapts to any medical practice — from general family medicine to highly specialized fields.
See what practices are saying about SecurePATIENT Intake.