The packet fills the chart, not a clipboard.
Custom-branded forms on any device. Dynamic logic, signatures, photo IDs, and insurance cards. No printing. No retyping. Progress saves as patients go.
Four steps, no front-desk work
Short link
Patients receive a link by SMS or email for their specific appointment.
OTP verify
A one-time code confirms identity. No app, no portal account.
Branded form
Your logo and palette, grouped into Patient, Dental, Medical, Insurance, Consent, and Finish.
Write-back
Mapped answers, signatures, images, PDFs, alerts, and the call sheet go into Dolphin.
What a form can do
Field types
- 01Text, textarea, email, phone, date, number
- 02Select, select-text, radio, checkbox
- 03Digital signatures
- 04Image uploads for photo IDs and insurance cards
- 05Content blocks, legal content, section headers, and dividers
Logic and data
- 01Conditional visibility and conditional required fields
- 02Section-level show and hide
- 03Live option lists from Dolphin for insurance carriers and doctors
- 04Steps grouped as Patient, Dental, Medical, Insurance, Consent, Finish
- 05Practice privacy-policy URL on consent steps
Your team designs the packet
Admins design, version, validate, preview, and publish forms from Workspace. Admins draft; Super Admins publish.
Field library
- 01Dolphin fields map directly into Dolphin Management
- 02HoYS fields drive workflows, alerts, calculations, and call-sheet placement
- 03Custom fields collect practice-specific questions
Publishing controls
- 01Draft, validate, version history, restore, duplicate
- 02Import and export
- 03Publish and unpublish, with multiple forms published at once
- 04Undo/redo, search, and a logic summary
The consult prep writes itself
Completed intake can produce a New Patient Call Sheet PDF and save it to the patient record in Dolphin.
See it running against your Dolphin data.
A demo covers intake, the Dolphin write-back, messaging, online scheduling, and payments, mapped to how your offices actually work.