Skip to content
Log inSign up
Templates
Create patient record and send consent for signature

Create patient record and send consent for signature

Your patient intake forms arrive without a record or signed consent, delaying prep and billing. It creates a client, records intake, and sends the consent so you're ready before the appointment.

Create patient record and send consent for signature

Overview

Intake forms frequently create manual work and missing consents; this flow captures lead data, logs the intake, and issues the consent for signature automatically. Program coordinators see populated client records and signed consents within hours, eliminating manual follow-up before appointments.

Create patient record and send consent for signature