Build and share a form

Forms capture new patients and the details you need before they arrive.

Build the form

Add the fields you need — contact details, intake questions, consents, file uploads. Map fields to patient data where relevant so answers land on the record instead of in a silo.

Share it

Publish the form and share its link, embed it, or attach it to a booking or campaign. Submissions create or update contacts and can trigger an automation.

Common questions

Do form answers reach the patient chart?

Fields mapped to patient data flow onto the record; unmapped questions are kept with the submission.

Can a form collect a signature or consent?

Yes — consent and signature fields are supported and stored with the submission.