Consistency at check-in, standard templates for your team, and an audit trail you can trust—built into Manage.
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.
Go Paperless
Collect patient information and keep it accessible on the patient record.
Capture Signatures in Surveys
Get in-clinic consent fast with embedded, device-friendly patient e-signatures.
Survey Time Tracking
Time each survey to uncover bottlenecks and improve flow.
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.
Survey Templates & Designer
Build, copy, refine, test, and publish templates with a few clicks; use Designer mode to structure sections and tailor questions.
Conditional Logic & Warnings
Define rules to conditionally show and hide questions or display warnings based on responses - keeping your staff on the right path.
Survey Versioning & Latest View
Filter by status and work with the latest surveys so teams focus on the most current data.
Secure By Design
Surveys lock automatically after check-in with flexible timing.
Clean, Traceable Audit Trails Protect Your Clinic, Lead to Fewer Disputes
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.
Frequently Asked Questions
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Yes. Create, copy, edit, test, and publish templates; use conditional rules to control question flow.
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Yes. Capture signatures in the survey using mouse/touch for in-clinic use.
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Yes. Configure a locking window (e.g., 24h default) to prevent edits after check-in.
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Yes. Survey time tracking helps you optimize the process.
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Manage surveys use embedded in-survey signatures for in-clinic consent; PDF e-sign tools like Adobe Sign aren’t included.
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Not as standard. The workflow focuses on in-clinic surveys and intake forms inside Manage.
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Responses are saved to the patient record in Patient Management, alongside clinical and administrative details.
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Yes. There are help center articles and short videos for “Filling Out Patient Intake Forms and Surveys.”
Efficient, Effective Paperless Surveys Save Your Team Time
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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