Patient Intake Forms

Build a Digital Patient Intake Form That Cuts the Paperwork

Form Orah replaces clipboard paperwork with secure, digital patient intake โ€” collecting histories, consents, and documents online, with e-signatures and a HIPAA-compliant option built in.

80%
Less front-desk paperwork
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Built-in e-signatures
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HIPAA-compliant option
5 min
Setup time

Patient Intake Forms Built for Care Teams

Collect everything you need before the visit โ€” securely, with consents signed and documents attached.

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HIPAA-Compliant Option

Collect sensitive information on a HIPAA-compliant plan with encryption and a signed BAA โ€” built for healthcare and regulated fields.

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Built-In E-Signatures

Collect legally-binding digital signatures and terms acceptance right inside your form โ€” no separate signing tool required.

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File Uploads

Collect resumes, documents, and images with secure file-upload fields, organized automatically alongside each submission.

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Smart Conditional Logic

Show only the fields that matter with conditional logic and multi-step flows that keep completion rates high.

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Automated Reminders & Confirmations

Send appointment confirmations and pre-visit intake reminders automatically so forms arrive completed.

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Connect Your Whole Stack

Push every lead to HubSpot, Salesforce, Zoho, Mailchimp, Airtable, Notion, Slack, and Google Sheets โ€” plus Zapier, Make, and a one-click WordPress plugin.

From Booking to Check-In in 3 Steps

1

Patient Receives the Form

Share a secure intake link by email or text, or embed it on your site โ€” patients complete it on any device.

2

Information & Consents Collected

Histories, insurance details, document uploads, and signed consents are captured securely before the visit.

3

Records Sync to Your Workflow

Completed intake routes to your team and connected tools, so check-in is fast and paperless.

Intake Forms for Every Practice

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Medical & Primary Care

Collect histories, medications, and insurance with conditional questions and signed consents.

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Dental Practices

Send new-patient paperwork and consent forms ahead of the first visit.

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Mental Health & Therapy

Gather intake questionnaires and informed-consent signatures securely and privately.

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Wellness & Specialty Clinics

Capture health histories, waivers, and document uploads before every appointment.

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“Patients now complete intake before they arrive, consents and all. Our front desk reclaimed hours every week and check-in is genuinely paperless. The HIPAA-compliant option gave us peace of mind.”

Dr. L. Nguyen
Clinic Owner

Frequently Asked Questions

Is the patient intake form HIPAA-compliant?

Form Orah offers a HIPAA-compliant plan with encryption and a signed BAA for collecting protected health information. Build basic intake forms free, and upgrade for HIPAA coverage.

Can patients sign consent forms?

Yes โ€” built-in e-signature fields let patients sign consents and waivers directly inside the form, no separate tool needed.

Can patients upload documents?

Yes. Secure file-upload fields let patients add insurance cards, referrals, and other documents, attached to their submission.

Can I send intake forms before the appointment?

Yes. Share a secure link by email or text and use automated reminders so forms arrive completed before the visit.

Does it connect to my other tools?

Yes โ€” route completed intake to Google Sheets, Airtable, Notion, Slack, and more via integrations, Zapier, or Make.

Ready to Go Paperless?

Build a secure, HIPAA-ready patient intake form with e-signatures โ€” start free, no credit card required.

Start Free โ€” No Card Needed
Free plan includes 100 submissions/month. No credit card required.
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