Patient intake & consent workflow for healthcare clinics

Ditch the clipboard — collect patient intake and consent digitally, before they even walk in

The Patient intake & consent workflow for healthcare clinics replaces paper forms and manual follow-ups with a fully digital pre-appointment system — so your staff spends less time on admin and more time on care. Patients complete a two-page intake and consent form online, receive a confirmation email with their signed consent as a PDF attachment, and your team gets an instant alert with all the clinical details they need. Everything lands in one organized pipeline, ready to manage before the appointment begins.

Who can use this form?

• Clinic administrators — eliminate paper intake packets and manually chasing consent signatures before appointments.
• Therapists and mental health practitioners — collect session history, current medications, and signed consent from new clients in a single structured flow.
• Dentists and dental practices — verify insurance coverage and medical history upfront so chair time stays focused on treatment, not paperwork.
• Healthcare operations managers — get full visibility across all upcoming appointments, flagged cases, and follow-up needs from one admin dashboard.

What features are included?

• Two-page digital intake form — collect symptoms, medical history, allergies, medications, and insurance information across a clean multi-step patient experience.
• Digital consent with e-signature — capture a legally binding patient signature and consent agreement directly in the form, with a built-in warning if consent is declined.
• Automated PDF confirmation — send each patient a confirmation email the moment they submit, with their completed intake and consent document attached as a PDF.
• Appointment pipeline for clinic staff — organize every patient record in a Kanban board by appointment status, sorted by date so your team always knows what's coming.
• Smart admin filters — instantly surface patients with no insurance, declined consents, or follow-up flags so nothing slips through the cracks.

How to customize it with Formaloo

• Edit the consent language — update the consent text block directly inside the form to match your clinic's legal requirements, no developer needed.
• Add or adjust conditional logic — show or hide insurance fields, follow-up questions, or notice blocks based on how patients answer, keeping the experience relevant and lean.
• Assign patients to providers — use the Assignee field to route each record to the right doctor or therapist automatically based on your team's logic rules.
• Brand it as your own — swap colors, add your clinic logo, and set a custom domain so the form feels like a native part of your patient experience.

No more paper packets, misplaced consent forms, or last-minute intake scrambles at the front desk. The Patient intake & consent workflow for healthcare clinics gives your team everything they need before the appointment begins — organized, searchable, and ready to act on. Get started in Formaloo today and build a pre-appointment experience your patients will actually appreciate.