Automate your paperwork with online forms

Forms for new clients

When a new client makes an appointment, your forms will be sent automatically to them and collect all the information you need.

Contact information, medical history, emergency contact details, and more will be saved to their record before they arrive.

Your own bespoke forms

Interested in a client survey?
Have a specific question you need answered?

Forms can be customised to suit your clinic.

You can add text boxes, multiple choice questions, images for annotation, signature boxes, and more.

Responses recorded automatically

A client's submission is automatically saved and added to their client record.

Smart forms allow you to collect all the information you need to complete their record - and import it automatically.

You're notified when forms are accessed and submitted

Configure notifications so that the client's primary practitioner is notified when the form is submitted.

Consent forms for GDPR and data protection

Before the session, gather all the information you need - including an electronic signature.

Specialised template library

Whether you're a podiatrist who wants a biotech assessment or a psychotherapist who needs GAD-7 forms - we've got you covered.

We have over 30 specialised templates you can use and edit, and we are adding to this library all the time.

Use forms to request signatures

Capture your client's signature electronically on the form. All they need to do is sign with their finger or mouse.

Adding your branding

You can leave a professional impression with clients by adding your clinic's logo to your online forms. You'll look super organised, modern, and customer-focused!

Data security at the highest level

You can rest assured that anything your patient completes online is stored securely using a GDPR-compliant system