Forms your clients will actually fill out
Sent automatically, easy to complete, filled out and filed before the session even begins.

Know your clients better, with intake forms
Gather the details you need before treatment even begins to understand your clients' needs and deliver outstanding care.


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Everything that makes ClinicSense forms effortless
Customize based on treatment
ClinicSense sends the right forms automatically based on the treatment booked, so you can create custom forms to gain valuable patient insights.
Done for you reminders
Let us do the chasing and reduce incomplete forms with built-in follow-ups. Onec forms are signed, they will be securly stored in the client file.
Use templates, or build your own
Start with our pre-loaded form templates, or create forms from scratch that perfectly match the services booked.
Conditional logic
Show only relevant questions to keep forms clean, focused, and quick to fill out.
Electronic signatures
Collect secure digital consent from any device. Forms and signatures are automatically saved in the client file.
In-person quick completion
Privacy mode lets clients finish forms digitally if they arrive unprepared, without comproising other patients PHI.
Automatic form updates
Out with the old, in with the new
Re-send forms at regularly scheduled intervals to keep records current and gather the up-to-date information you need without all the extra question-asking or typing.
With ClinicSense, digital intake, consent, and health history forms are delivered the second a client books in with you. Combined with some automatic reminders. most clients complete them before they ever walk through your door. That means fewer delays, fewer awkward check-in moments, and a smoother start to every appointment.
Why practitioners love our intake forms
Hear what these real ClinicSense customers have to say.
Pricing you can feel good about
ClinicSense has flexible pricing. Choose your perfect plan based on your monthly appointments.
FAQs
Can I customize intake forms for different services or modalities?
Yes. You can start with one of our pre-built templates, or build custom forms from scratch. Use conditional logic to show only what's relevant to each service, so clients never wade through questions that don't apply to them.
Can I create and send multiple forms?
Yes, you can create and send as many forms as you'd like and for each service, you can also select how often those forms need to be updated. So existing clients may only need to fill out a form once, once a year, or before every session. The options are endless.
When are my intake forms sent to clients?
All forms you have selected to be sent when the services is booked go out automatically as soon as the appointment has been confirmed. Appointment reminders also include a link to any incomplete forms, so clients typically complete them before they arrive, with no manual tracking needed.
How can I tell if a client has completed their forms or not?
Yes! The ClinicSense calendar includes helpful icons that tell you at a glance if client forms are due or have been completed, so you can always follow up with your clients as well (with with our reminders, you really won't need to).
What happens if a client shows up without completing their form?
No problem. They can finish it quickly and digitally right at check-in, on any device. Use our privacy mode option to open the form on a clinic-owned device (this will automatically log out the practitioner so all your data is kept secure) or resend the forms so the client can complete them on their own device.
How do you keep consent forms and health histories current?
When you create a form in ClinicSense you can set how often the form should be sent to the client: just once, every appointment, every 6 months, every year, every 2 years, or only when you send it manually. As your cliens book appointments, the forms are sent based on the schedule you set.
Can I collect e-signatures with ClinicSense forms?
Yes. Clients sign digitally from any device, and their consent is captured and stored securely with your other client records.
A better way to run your practice.
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