Consistency at check-in, standard templates for your team, and an audit trail you can trust—built into Manage.
Consistency at check-in, standard templates for your team, and an audit trail you can trust—built into Manage.
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.
Collect patient information and keep it accessible on the patient record.
Get in-clinic consent fast with embedded, device-friendly patient e-signatures.
Time each survey to uncover bottlenecks and improve flow.
Patient Surveys & Intake Forms
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.
Build, copy, refine, test, and publish templates with a few clicks; use Designer mode to structure sections and tailor questions.
Define rules to conditionally show and hide questions or display warnings based on responses - keeping your staff on the right path.
Filter by status and work with the latest surveys so teams focus on the most current data.
Surveys lock automatically after check-in with flexible timing.
Make audits easier with action history on records and structured survey responses. Training modules cover patient/business surveys in audit scenarios.
Yes. Create, copy, edit, test, and publish templates; use conditional rules to control question flow.
Yes. Capture signatures in the survey using mouse/touch for in-clinic use.
Yes. Configure a locking window (e.g., 24h default) to prevent edits after check-in.
Yes. Survey time tracking helps you optimize the process.
Manage surveys use embedded in-survey signatures for in-clinic consent; PDF e-sign tools like Adobe Sign aren’t included.
Not as standard. The workflow focuses on in-clinic surveys and intake forms inside Manage.
Responses are saved to the patient record in Patient Management, alongside clinical and administrative details.
Yes. There are help center articles and short videos for “Filling Out Patient Intake Forms and Surveys.”
Get a hands-on look at how Surveys and Intake Forms in Manage cut down on re-typing, reduce errors, and accellerate check-in.
Explore All Features
Streamline clinical operations with one-click access and standardized workflows, delivering consistent, high-quality care to your patients every time.
Advanced resource scheduling capabilities optimize your resources, reduce no-shows and lost revenue, and make data-driven decisions to improve patient outcomes.
Fast and efficient patient management system streamlines administrative tasks, allowing you to focus on providing the best care possible to your patients.
Utilize our notification feature to create appointment reminders, recalls, and follow-ups, increasing show-up rates and ensuring patients are reminded of important events.
Noah integration delivers valuable insights to drive informed business decisions and provides care and access measurement and fitting software online or offline.
Easily manage inventory and stock with a comprehensive system including product catalog, supplier management, battery and service management, and more.
Auditdata’s software includes an audit trail, ensuring full accountability and transparency around all changes made to your clinic’s records.
Our software is hosted on Microsoft Azure, and we are ISO certified, adhere to the highest global safety standards, and offer superior security features.
Auditdata Manage's integrations with best-in-class systems and there is an Open API that allows for easy sharing of information, streamlined workflows, and improved quality of care in audiology.