Digital intake
Branded forms with conditional logic, signatures, and image uploads. Progress saves as patients go, and our in-house Form Builder handles conditional questions, required fields, and your styling.
What ships today
- 01Short link by SMS or email, verified with a one-time code
- 02No app download and no portal account required
- 03Live insurance carrier and doctor lists pulled from Dolphin
- 04New Patient Call Sheet PDF saved to the chart

