Build beautiful, mobile-friendly forms with our drag-and-drop builder. Automate data collection and sync everything to client records—searchable by Copilot.
Create any type of form your practice needs—from initial intake to ongoing progress tracking.
Capture everything you need before the first visit. Health history, consent forms, insurance information, and more—sent automatically when clients book.
Track outcomes over time with recurring assessments. Send automatically on a schedule or trigger based on protocol milestones.
No code required. Our visual form builder lets you create professional forms in minutes with a library of field types, conditional logic, and styling options.
Add text fields, dropdowns, checkboxes, file uploads, signatures, and more.
Show or hide fields based on previous answers for a personalized experience.
Every form looks great on any device—clients can complete them anywhere.
Drag fields here to build your form
Automated rules ensure forms are sent at the right time and data flows where it needs to go.
Intake forms are automatically sent when a client books an appointment—no manual work required.
Send progress forms based on protocol milestones, time intervals, or specific events.
Every response is automatically added to the client's record and indexed by Copilot for instant retrieval.
Form data doesn't just sit in a database—it becomes part of the client's complete health picture. Ask Copilot questions like "What did this client report about sleep quality?" and get instant answers.
"What medications did Sarah list on her intake form?"
Based on Sarah's intake form from Jan 15, 2025, she listed:
Build your first form in minutes and see how automation transforms your practice.
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