Digital Forms

Stop handing out clipboards

Paper forms don't just slow down reception—they create a disconnected workflow. Let patients complete intake, anamnesis, and consent forms on their phones before they arrive, so your team works from a prepared patient record instead of a stack of paper.
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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Prepare before arrival
Send forms via SMS or WhatsApp before the visit. Patients fill out intake details on their own time, so reception isn't waiting on paper when they walk in.
Spot clinical risks earlier
Collect anamnesis and medical history answers before the patient is in the chair. The clinical team gets the context they need without rushing through a paper questionnaire.
Reduce repeated entry
Stop typing paper answers into the system. Where configured, form answers can automatically update selected patient profile fields—with fill-if-empty or overwrite rules controlled by your setup.
Keep forms with the patient
Completed forms live directly in the patient profile. Front desk and clinical users work from the same unified record instead of hunting for detached paper folders.
The Problem

Paper is not the only problem. The chase is.

A paper form seems fine until it's missing. Then reception pauses, the patient waits, and the clinical team has to start the appointment with half the story.
Patients waiting at reception filling out paper dental forms
Patients wait to do paperwork
Handing out clipboards means patients sit in the waiting room filling out details that the team needed 15 minutes ago.
Paper medical history form detached from the patient profile
Medical context gets buried
Anamnesis answers don't help if they stay in a physical folder. The clinical team needs patient history visible in the system, right where they work.
Paper dental consent form needing a signature
Consent needs careful tracking
Missing a consent signature delays treatment. You need a trackable workflow for consent forms that keeps the signature step close to the clinical record.
How it works

From form setup to a prepared appointment.

Build the exact forms your clinic needs, collect answers before the visit, and keep the completed records connected to the patient.

Clinic teamForm workflowPatientProfile update
🧰
Setup
Build the clinic form
Build custom forms for intake, anamnesis, or consent, adding the exact fields your clinic workflow requires.
☑️
Fields
Use structured questions
Use checkboxes, short answers, dates, and signature blocks to keep answers clean and easy to review.
📨
Patient
Collect before the visit
Send the form link so the patient can complete it on their phone before they even reach the clinic.
👀
Review
Review in patient context
Completed forms attach directly to the patient profile. No scanning, no manual uploading, no lost paper.
🔄
Record
Update selected details
Configure specific form answers to update patient profile fields automatically, cutting down on manual data entry.
📋
Prepared record
The appointment starts with better context
The team reviews completed forms right from the patient profile, before care even begins.
Custom form built
Sent before arrival
Signed on mobile
Attached to patient profile
Patient context ready · Forms reviewed · Consent tracked · Profile updated
Connected form workflow

Forms that actually help your team prepare

A useful form doesn't just collect text—it gives your team context. Medicasimple connects digital forms directly to the patient record, cutting out the paper chase.

Custom form templates for your clinic

Create the exact intake, medical history, and consent forms your practice needs.

Form setup
Clinic-created custom formsReady
Structured question inputsConfigured
Signature-capable form flowsAvailable
Question types
Checkboxes, short answers, dates, ratings, and signatures
Complete control over form wording and structure
Medical history before the chair

Collect medical history earlier

Gather anamnesis answers before the clinical workflow depends on them, helping the team spot important context sooner.

Patient-field updates where configured

Reduce repeated data entry

Configure selected form answers to update patient profile fields, reducing the need to type out paper answers.

Consent support without legal overclaiming

Keep signature steps closer to care

Support digital consent documentation while your clinic maintains control over the exact wording and review process.

Prepared-arrival review

Help the visit start with context

Use completed intake forms to prepare reception and clinical review before the patient arrives.

Forms connected to the patient profile

Completed forms live with the patient context, exactly where reception and clinicians already look.

Patient record
Visible
Answers reviewed inside the patient profile
Front desk and clinicians share the same record
No detached paper folders
Review path
Configured
Selected profile details
Answers can update selected profile fields automatically based on your setup.
Consent-support records
Keep signature steps close to the treatment record.
01Form Builder

Ask the exact questions your clinicians need

Build custom forms for medical history, intake, and consent using structured question types and signature fields.

02Patient Profiles

Keep completed forms in patient context

Review submitted forms directly from the patient profile. Stop hunting for detached paper folders.

03Automation

Update selected fields automatically

Map specific form answers to update patient profile fields, using fill-if-empty or overwrite rules.

04Consent tracking

Support signature and consent documentation

Keep consent records close to the treatment workflow while maintaining clinic control over wording and approval.

Get started

Ready to fix your intake workflow?

Collect forms before the visit, keep answers in the patient profile, and reduce manual data entry.

Prepared-arrival workflowControlled profile updates
Operational wins
What you get

Collect intake details before the patient arrives

Review completed forms directly in the patient profile

Support digital signatures for consent forms

Update selected patient fields automatically

FAQ

Digital Forms

Quick answers about custom digital forms, anamnesis, patient-profile context, consent-support workflows, and selected patient-field updates in Medicasimple.

Can patients complete forms before arriving?

Yes. You can send forms via SMS or WhatsApp so patients can provide key details before they reach the reception desk.

Can we use our own medical history questions?

Yes. You can build custom forms using structured questions like checkboxes, short answers, dates, and signature fields.

FAQ

Patient Workflow

Are digital consent signatures legally acceptable?

Medicasimple supports digital signatures and consent documentation. Your clinic controls the approved wording and remains responsible for clinical and legal review. You can also print forms for wet signatures if required.

What happens if a patient skips a question?

You can use structured questions to guide complete answers, reducing the missing details common with paper forms.

Related Features

Keep forms connected to the patient journey

Digital forms work best when they connect appointment preparation, patient management, online booking, and treatment workflows.

Get started

Make forms part of the workflow, not a paper scramble

Let patients provide their details before the visit and keep completed forms exactly where your team needs them.