# Surveys & Intake Forms | Paperless Intake, In-Clinic Signatures

> Create patient surveys and intake forms, add in-clinic signatures, control edit windows, and track time—kept in the patient record with an audit trail.

# **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](https://www.auditdata.com/ "Auditdata.com").

![AUD+081+Website+Animations+Surveys+APRICOT+V1](https://www.auditdata.com/media/21dme1as/audplus081pluswebsiteplusanimationsplussurveysplusapricotplusv1.gif)

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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.

## 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](https://www.auditdata.com/features/e-signatures-approvals/ "E-Signatures & Approvals").

## 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.

![AUD 081 Website Animations Completing A Survey APRICOT V1](https://www.auditdata.com/media/gfvd5w4v/aud-081-website-animations-completing-a-survey-apricot-v1.gif)

## 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

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.

![Screenshot 2025 09 25 At 11.04.10](https://www.auditdata.com/media/h1ymkxfd/screenshot-2025-09-25-at-110410.png)

**Frequently Asked Questions**

## Do you support custom survey templates?

Yes. Create, copy, edit, test, and publish templates; use conditional rules to control question flow.

## Can patients sign in the survey?

Yes. Capture signatures in the survey using mouse/touch for in-clinic use.

## Can we lock surveys after a period?

Yes. Configure a locking window (e.g., 24h default) to prevent edits after check-in.

## Do you track how long a survey takes?

Yes. Survey time tracking helps you optimize the process.

## Is there “PDF e-sign” or DocuSign/Adobe Sign?

Manage surveys use embedded in-survey signatures for in-clinic consent; PDF e-sign tools like Adobe Sign aren’t included.

## Are remote/email/web surveys included?

Not as standard. The workflow focuses on in-clinic surveys and intake forms inside Manage.

## Where do responses live?

Responses are saved to the patient record in Patient Management, alongside clinical and administrative details.

## Can staff learn this quickly?

Yes.  There are help center articles and short videos for “[Filling Out Patient Intake Forms and Surveys](https://www.auditdata.com/courses/manage/patient-management/#/lessons/-EzbDXbYdi_eWjgB7FQeKFhKVhRH9-8e).”

## **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.