Intake form - Create intake forms using Google Forms & Sheets

For Practice Managers

Stop scheduling patients who were never going to show

Your intake form isn't just paperwork. It's a commitment signal. Patients who invest 5 minutes filling it out actually show up.

Completion = Commitment

Patients who complete intake before scheduling show no-show rates of 8% vs 25% baseline. That's 17 recovered appointments per week.

Dashboard shows who's ready

See exactly who completed the intake and who abandoned it. Schedule appointments for the committed patients first.

Catch mismatches before appointments

Referral says foot pain. Patient writes neck pain. Authorization doesn't cover it. Catch this 3-7 days early, not in your waiting room.

Pre-filled forms prevent errors

Name, DOB, insurance pre-populated from your records. Read-only fields they can't mess up. Authorization mismatches drop to near zero.

Every response in Google Sheets

Search, filter, and review all patient intakes instantly. Use formulas you already know.

Signed PDFs in Google Drive

Organized folders by patients. Therapists review before appointments. Half the eval documentation is already done.

For Front Desk Staff

Stop chasing patients for paperwork

When you send intake digitally with pre-fill, 80% of patients complete it 3-7 days before their appointment. No more clipboard chaos.

Start appointments on time

Paperwork done means therapists can begin immediately. Full 60 minutes goes to clinical care, not filling intake forms.

Track completion in real-time

Check your dashboard: 47 completed, 12 pending, 8 no response. Easily follow-up with patients who are yet to complete the intake forms.

Tablet for exceptions

Elderly patients can't do digital forms? Pull up the pre-filled version on a tablet. Let them easily fill and sign. No printing, no scanning.

Auto-send after authorization

Patient gets authorization? Automatically send Intake form to these patients. No manual work from your team.

Stop rescheduling no-shows

23 no-shows per week means 23 rescheduling calls, voicemails, and documentation updates. Cut that to 6.

For Doctors, Therapists

Walk in ready to treat, not hunt for information

Review intake before they arrive

Patient symptoms, pain levels, goals, and medical history already in your Google Sheets and Google Drive. Read it before they walk in.

No more rushed evaluations

Patient arrives 15 minutes late without paperwork? Your 60-minute eval becomes 35 minutes. Digital intake eliminates this 75% of the time.

Assessment scores pre-calculated

PHQ-9, GAD-7, DASH & other assessment scores are automatically calculated and saved. Use them to measure outcomes, diagnose conditions and track progress.

Authorization details visible

Know exactly what's covered before you start. Body part, visit count, authorization number all confirmed.

Less anxiety, better care

No more stress about starting late, rushing through evals, or running behind all day. Start on time, finish on time.

Documentation half done

The patient has already described their symptoms and goals. Copy from intake to your eval notes.

Compare your options

Features	Your EHR	Form Doctor	Typeform	Formesign
Pre-fill patient data	Limited/none	$2K+/month add-on	Yes	All plans
Completion tracking	Buried in portal	NO	NO	Dashboard
Signed PDF export	Maybe	Yes	NO	Yes
HIPAA + BAA	Yes	Yes	Enterprise only	Yes
Google Sheets/Drive	NO	NO	NO	Yes
Patients actually complete it	Low	Low	Medium	High
Setup time	4-8 weeks	2-4 Weeks	1 day	1 Day
Cost	Included + frustration	$2K+/month	$50-100/m	$99/mo

Your EHR	Form Doctor	Typeform	Formesign
Pre-fill patient data
Limited	$2K+/mo	Yes	All plans
Completion tracking
Buried	NO	NO	Dashboard
HIPAA + BAA
Yes	Yes	Enterprise	Yes
Setup time
4-8 weeks	2-4 weeks	1 day	1 Day
Cost
Included	$2K+/mo	$50-100/m	$99/mo

Who this is for

No-shows cost you $50K+/year

Call center treats all authorizations equally (they shouldn't)

Patients fill forms wrong—wrong service, wrong body part, wrong name

Pre-fill is locked behind enterprise pricing you can't justify

Therapists review intake 5 minutes before the eval—or during it

You need HIPAA compliance with signed BAA

Patient intake forms for Chiropractic, ABA Therapy, Physical Therapy, Occupational Therapy, Speech Therapy, Mental Health

OUR GUARANTEE

If your no-show rate doesn't drop within 60 days, we'll refund every penny.

We're confident because practices that require intake completion before scheduling see no-show rates drop from 25% to 8%. That's 17 recovered appointments per week at a 40-provider practice.

Break-even: 1 prevented no-show every 2 weeks

Don't lose $239K/year to no-shows. Set up in 1 day.

Your intake form is a filter. Use it.

Try it free Book a demo

High volume practice? Email support@formesign.com - we'll help you implement