Forms and Document Management

Forms should update patient profiles automatically

Typing data from a paper form into a computer is a waste of time and a risk for errors. Digitize your anamnesis and consent forms so patient answers update their profiles instantly.
Medicasimple feature overview interface

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Automatic Data Updating
Use 'Field Binding' to instantly update the patient's ID, phone number, or address in their profile based on their form answers. Choose to 'overwrite' or 'fill if empty'.
Customizable Question Types
Build your own clinic forms with Google Forms-level flexibility. Add short text, multiple choice, checkboxes, dates, and signature fields.
Anamnesis Grouping
Automatically assign patients to specific risk groups (e.g., 'Diabetic Patient') based on specific answers they provide on their medical history form.
Treatment-Linked Consent
Convert any treatment plan into a detailed PDF proforma with one click, ready to be sent via SMS for the patient to securely sign.
01Data Collection

Design your own custom forms

Build anamnesis, patient experience, or intake forms perfectly tailored to your clinic's needs with short answer, multiple choice, and signature fields.

02Automation

Field Binding capabilities

Map form questions directly to the patient profile. When the patient submits the form, their ID number, phone, and address update automatically.

03Consent

Turn treatment plans into proformas

Convert a quoted treatment plan into a detailed PDF proforma with a single click, ready for patient signature or printing.

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Ready to stop chasing paper forms?

See how Medicasimple helps dental teams collect forms, review documents, and keep signed records connected to the patient profile.

Free workflow consultationNo-pressure setup plan
Operational wins
What you get

Create custom forms for intake, consent, and medical history

Find completed forms instantly from the patient profile

Update patient details automatically from form answers

FAQ

Forms

Will form answers automatically update the patient's profile?

Yes. Using the 'Field Binding' feature, you can map form questions (e.g., ID number, address) to profile fields. You can configure rules to 'fill if empty' or 'overwrite' existing data, eliminating duplicate data entry.

FAQ

Workflow

Can patient answers be used to automatically group them?

Yes. If a patient answers 'Yes' to 'Do you have diabetes?' on their anamnesis form, the system can automatically assign them to a 'Diabetic' risk group and apply the relevant tags.

Related features

Related Features

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Make patient paperwork easier to collect and find

Bring forms, signed records, and medical history documents into the workflow your front desk already uses.