Features
Pre-Intake Form Features
AI-built intake forms that patients fill out before the visit — answers land straight in the chart, summarized and ready.
Describe It, Don't Build It
Tell the AI what kind of intake you need — it asks 2-3 clarifying questions and drafts the form.
Built From a Reference Form Too
Attach a PDF of a form you already use and it becomes the starting point.
Send to One Patient, Not a Public Link
Pick the patient from your list — the response comes back already attached to their chart.
A Calm Patient-Facing Page
A progress bar, plain-language steps, and a confirmation screen when the patient finishes.
Answers Become a Clinical Summary
An AI pass turns raw responses into a patient overview, key findings, and risk factors before the visit.
A Community of Ready-Made Forms
Clone and edit intake forms other doctors have published — psychiatric, pediatric, pre-surgical, and more.
How it works
Up and running in three steps
01
Describe the Intake
Chat with the AI form-builder, or attach a reference PDF, to draft a multi-step intake form.
02
Send It to a Patient
Pick the patient from your list — a share link/token is generated for their invite.
03
Get a Summary Back
Their answers land in the chart automatically, already turned into a clinical summary.
Why RxNote
Why Doctors Choose Pre-Intake Form
- No more retyping intake answers into the chart by hand
- Co-pilot and note generation read the intake summary automatically
- Psychiatric, pediatric, pre-surgical, and general intake templates to start from
- Patients see a clean, mobile-friendly form — not a PDF to print and scan
FAQ
Questions, answered
Does the patient need to create an account?
No. The patient opens a secure link tied to their invite and fills out the form directly — no account required.
Do the answers automatically attach to the right patient?
Yes — when you invite a specific patient, their submission is saved with that patient already attached, no manual re-entry needed.
Can Co-pilot see the intake answers?
Yes. Co-pilot and note generation both read the AI-generated intake summary directly for history and risk context.