Digital Forms

Stop handing out clipboards

Paper forms don't just slow down reception - they create a separate, disconnected workflow. Let patients fill out their intake, medical history, and consent forms on their phones before they even arrive.
Medicasimple feature overview interface

The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.
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Clear the waiting room
Get forms filled before the patient arrives. Stop treating your reception desk like a paperwork station.
Know the risks early
Get medical history and anamnesis answers before the patient sits in the chair. No more surprises.
Stop manual typing
Let patient answers automatically update their profile fields. Save hours of copying data by hand.
Everything in one place
Find completed forms exactly where you need them - right inside the patient's record.
Problem

Paper is not the only problem. The chase is.

A form can look small until it is missing. Then reception pauses, the patient waits, and the clinical team starts with half the story.
Reception desk with paper dental forms delaying patient arrival.
Patients wait to do paperwork
Patients sit in your waiting room filling out paper while the dentist waits. Arrival shouldn't mean a clipboard.
Medical history form waiting to be reviewed beside a patient profile.
Medical alerts get buried
Critical medical history gets lost in paper folders. Your clinicians shouldn't hunt for allergies while the patient is in the chair.
Consent signature workflow shown as a trackable dental treatment document.
Consent becomes a chase
Chasing paper consent forms creates friction. Missing signatures shouldn't delay treatment or create legal blind spots.
How it works

From form setup to prepared appointment.

Digital Forms turns patient information collection into a repeatable workflow: build the form, collect the response, review the details, and keep the record connected.

Clinic teamForm workflowPatientProfile update
🧰
Setup
Build the clinic form
Create intake, medical history/anamnesis, patient experience, consent-support, or other clinic-defined forms with the fields your workflow needs.
☑️
Fields
Use structured questions
Single choice, check boxes, short answers, ratings, dates, date and time fields, and signatures keep answers easier to review than loose paper.
📨
Patient
Collect before the visit
Use forms as part of arrival preparation so patients can provide key details before reception depends on them at the desk.
👀
Review
Review in patient context
Completed forms can appear from the patient profile, helping front desk and clinical users work from the same record instead of detached files.
🔄
Record
Update selected details
Where configured, answers can update selected patient fields with setup-controlled fill-if-empty or overwrite behaviour.
📋
Prepared record
The appointment starts with better context
The team can review completed dental forms from the patient workflow before care continues.
form template ready
signature-capable field included
completed response attached to profile
selected patient fields ready for review
Patient context ready · forms reviewed · consent-support tracked · profile details controlled
Connected form workflow

Dental forms that do more than collect text

A useful form workflow should help your team prepare, review, and act. Medicasimple connects form collection to the patient record instead of treating it like a detached folder.

Custom form templates for clinic workflows

Create forms around intake, medical history/anamnesis, patient experience, consent-support, and other practice-defined information.

Form setup
Clinic-created custom formsReady
Structured question inputsConfigured
Signature-capable form flowsAvailable
Question types
Single choice, check boxes, short answers, ratings, dates, date and time fields, and signatures
Form wording stays under clinic control for each workflow
Medical history before the chair

Review health intake earlier

Collect medical history/anamnesis answers before the clinical workflow depends on them, so the team can spot important context sooner.

Patient-field updates where configured

Reduce repeated entry for selected details

Selected form answers can update patient fields using fill-if-empty or overwrite behaviour controlled by setup.

Consent support without legal overclaiming

Keep signature steps closer to care

Medicasimple can support consent documentation and signature workflows while your clinic controls wording, review, and approval.

Prepared-arrival review

Help the visit start with context

Use completed patient intake forms to prepare reception and clinical review before the appointment depends on missing details.

Forms connected to patient management

Completed forms can sit with the same patient context that reception and clinical users already review.

Patient record
Visible
Submitted answers reviewed in patient context
Front desk and clinicians work from the same record
Appointment preparation stays connected
Review path
Configured
Selected profile details
Answers can update selected fields where configured.
Consent-support records
Signature steps stay closer to the treatment conversation without claiming software alone makes consent valid.
01Form Builder

Ask the exact questions your clinicians need

Don't force your clinic's anamnesis into a rigid software template. Build your own medical history, intake, and consent forms using your exact clinical wording and required fields.

02Patient Profiles

Stop hunting for paper folders

When a patient submits a form on their phone, it lands directly in their profile. Clinicians can review allergies and consent signatures right from the treatment screen.

03Automation

Let patients do the data entry

Reception shouldn't spend hours typing answers from paper to screen. Form responses can automatically update the patient's address, contact details, and emergency info.

04Consent tracking

Never lose a treatment signature

Keep consent forms securely tied to the exact treatment plan. Capture digital signatures easily so you never have to delay a procedure because of missing paperwork.

Get started

Ready to fix your intake workflow?

Stop chasing paper forms and missing signatures while the patient is already waiting.

Skip the waiting room paperworkNo more manual data entry
Operational wins
What you get

Collect intake and medical history before the patient arrives

Find completed forms directly in the patient profile

Capture secure digital signatures for consent

Update patient records automatically from form answers

FAQ

Digital Forms

Do patients actually fill these out before arriving?

Yes. When you send forms via SMS or WhatsApp before the appointment, most patients complete them at home. It removes the friction of arriving early just to hold a clipboard.

Can we use our own medical history questions?

Absolutely. You don't have to force your clinic's anamnesis process into a rigid template. Build exact question flows using single choice, text, dates, or signatures based on what your clinical team needs.

FAQ

Patient Workflow

Are digital consent signatures legally acceptable?

Medicasimple captures digital signatures securely tied to the patient's record, which provides strong audit trails. Your clinic still uses its own approved consent wording and maintains its clinical responsibility.

What happens if a patient skips a mandatory question?

You can mark specific fields as required. The form won't submit until they answer it, ensuring your clinicians never walk into a treatment room with an incomplete medical history.

Related Features

Related Features

Get started

Make forms part of the workflow, not a scramble

Let patients do the paperwork on their phones. Keep completed forms exactly where your team looks for them.