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Automated intake and consent

Send the right paperwork for the booked treatment.

Automated intake and consent delivery puts your clinic’s approved forms into the pre-visit journey, with follow-up for outstanding paperwork.

See it in a demo

The right forms, with a reminder only when needed.

The booked treatment identifies the approved forms. Recorded completion informs the reminder, while the clinical team reviews the information before care.

Pre-visit paperwork

Email illustrationYour Clinic
Your ClinicBooked treatment → approved forms

A little preparation.

Hi Jordan,

please complete the intake and consent forms for your upcoming treatment using the link from Your Clinic. Our clinical team will review your information before care.

Your visit formsReview and complete the clinic’s documents

Your clinic team

Fictional example · no information is collected
Complete message illustration. Your clinic approves the content and timing.
Your ClinicExample SMS conversation

Fictional patient: Jordan

Your Clinic

Hi Jordan, please complete the intake and consent forms for your upcoming treatment using the link from Your Clinic. Our clinical team will review your information before care.

The clinic approves the forms mapped to each treatment. Matching SMS is an illustration; timing is configured for your clinic.

The displayed consent status

Consent-not-signed status and Send consent link control in a fictional clinical note.
Product interface illustration · fictional sample data. Consent is shown as unsigned.

  • Deliver clinic-approved intake and treatment consent forms automatically.

  • Match the request to the booked service.

  • Remind patients about outstanding forms using the configured completion checks.

We connect the forms to the appointment.

Your clinic supplies or approves its forms. We configure the treatment mapping, delivery, completion checks and reminder sequence as part of the bundled setup.