Ditch the Paperwork with Online Surveys & Intake Forms

Consistency at check-in, standard templates for your team, and an audit trail you can trust—built into Manage.

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Paperless Surveys & Intake Forms Streamline Workflows

Use built-in surveys and intake forms to collect patient information consistently at the front desk or chairside. Responses are securely saved to the patient record—instantly available to front desk and clinical teams.

Patient Surveys & Intake Forms

Customize Your Templates & Surveys to Gather Exactly What Your Clinic Needs

Design your own survey templates, publish them when ready, and use conditional rules to show/hide questions or display warnings based on answers—so teams only see what’s relevant.

  • Less clutter — conditional logic hides what doesn’t apply. 
  • Standardize data capture — publish templates once, roll out everywhere.
  • Only the latest - prioritize current surveys and statuses to avoid noise.
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Clean, Traceable Audit Trails Protect Your Clinic, Lead to Fewer Disputes

Make audits easier with action history on records and structured survey responses. Training modules cover patient/business surveys in audit scenarios.

  • Clear ownership — see who did what and when. 
  • Better follow-up — survey status and timestamps show what’s still needed. 
  • Fewer disputes — signatures and locked forms reduce edits down the road.
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Frequently Asked Questions

Efficient, Effective Paperless Surveys Save Your Team Time

Get a hands-on look at how Surveys and Intake Forms in Manage cut down on re-typing, reduce errors, and accellerate check-in.

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