- Forms
- Consents
- Client Self-Digital Intake – on their own device
- Fully customizable
- Choose which fields to show on Forms
- Make fields required
- Reposition and rename fields
- Mobile friendly
- Speeds up the check-in process
- Supports English and Spanish
- Reduces data entry errors
- Next step towards a paperless office
- The Mobile Intake allows you to send Forms to new Clients to complete, and Documents to new or existing Clients to review and electronically sign. Forms are customized by your organization with the fields you want from a predefined list, in any order you want. A Spanish Form can be created as well. Multiple Documents can be sent to Clients.
- +1 888 746 6753
- 136 Market Place Circle, Suite B #305, Calera, AL 35040
