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Consult EngineConvertLive
Paperless intake, before the visit
Send digital intake and consent forms ahead of time and ditch the clipboard.
Digital Forms & Intake
- Pre-visit intake
- Consent capture
- Less front-desk time
What it does.
Pre-visit intake
Send a clinic-issued form link so patients can complete required details before they arrive.
Consent capture
Configured forms capture the acknowledgments and signatures required by the clinic workflow.
Less front-desk time
Authorized staff can review completed submissions without re-keying a paper form at check-in.
How it works.
1
Choose the information the clinic needs
Start from an approved intake or consent template and configure the fields required for the visit. Keep clinical questions and acknowledgments specific to the clinic's actual workflow.
2
Send the patient a form link
Share the clinic-issued link before the appointment so the patient can complete the form on a phone or computer instead of waiting for a clipboard at the front desk.
3
Capture the completed submission
The patient reviews the form, supplies the required responses, and signs when the configured template calls for a signature. The completed submission stays inside the authorized clinic workflow.
4
Review completion before the visit
Clinic staff can confirm whether the form is complete and associate it with the appropriate operational record. Export or downstream delivery depends on the clinic's supported configuration.
Useful in everyday workflows.
New-patient intake
Collect demographic and visit-preparation details before check-in so the team can focus on exceptions instead of routine data entry.
Treatment consent
Present the clinic's approved consent language, required acknowledgments, and signature fields in one trackable form flow.
Pre-visit updates
Request updated information when the clinic needs a current form for a new visit or a changed treatment workflow.
Completion follow-up
See which issued forms still need attention before the appointment instead of discovering missing paperwork at arrival.
What you get.
- Consent and intake records
- Less manual paper handling
FAQs
Questions about Digital Forms.
A clinic can configure the fields, acknowledgments, and signatures needed for its intake or consent workflow. The exact form should match the clinic's approved operational and legal requirements.
Yes. The public form flow is designed for a modern phone or desktop browser, so patients do not need to install an app.
No. Direct downstream delivery depends on a supported, configured integration. Otherwise the submission remains available to authorized clinic staff in the Consult Engine workflow.
No. The clinic should review each form and use only language and fields approved for its own services, jurisdiction, and workflow.
More in Convert
Works with the rest of the platform.
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the workflow?
Start with what is live, then add integrations and roadmap modules as they become ready.