Know the patient before they sit down
Describe the intake you need and let AI draft it — or start from a reference form. Send it to a specific patient, and their answers arrive back in the chart, already summarized.
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
Get started in three simple steps
Describe the Intake
Chat with the AI form-builder, or attach a reference PDF, to draft a multi-step intake form.
Send It to a Patient
Pick the patient from your list — a share link/token is generated for their invite.
Get a Summary Back
Their answers land in the chart automatically, already turned into a clinical summary.
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