Digital Patient Intake and Forms in Patientree

Patientree does not label a module “intake.” In practice, intake = forms, consents, and appointment workflow forms.

Step 1 — Build your intake form library

1. Open Forms Management (/dashboard/forms-management).
2. Or use the standalone builder: /forms/builder.
3. Create forms for demographics, insurance, history, and visit-specific questionnaires.
4. Save templates your front desk reuses across visit types.

Step 2 — Send forms before the visit

• Assign forms to patients from Patients or the appointment workflow modal.
• Patients complete forms in the portal Forms tab on /patient-dashboard.
• Tablet mode (PatientTabletFormFiller) works for waiting-room kiosks.

Goal: arrive at check-in with chart data already captured.

Step 3 — Consent and e-sign

1. Create consents at /dashboard/consents/create.
2. Patients sign in the portal at /patient-dashboard/consents.
3. Audit trails support HIPAA reviews — who signed, when, and which version.

Step 4 — Appointment-day workflow

From Appointments → appointment details:

• Open Google Drive forms integration tab if you sync external assets.
• Verify vitals, medications, and history tabs before provider enters.
• Flag missing intake items before rooming.

Step 5 — Measure completion

Track:

• % of visits with pre-completed intake
• Average check-in time
• Form abandonment (follow up via SMS)

Pitfalls

• Too many required fields → patients abandon mobile forms.
• Consent version drift → run annual consent template review.
• Staff re-keying insurance cards → use photo upload or eligibility integration where available.

Related: Patient intake automation solution.

FAQ

Is Form Intelligence AI available?
A form intelligence panel exists in code but is not enabled in forms management today — use standard form builder workflows.