Forms & E-signature
Intake and consents, signed before the first session
Send digital intake forms and consents; clients complete and sign them ahead of time — in English or Spanish — so the first visit starts with context, not paperwork.
Forms & E-signature
Printing, scanning, and chasing signatures
Paper intake stalls care before it starts. You print, scan, and chase signatures — and Spanish-speaking clients get forms they can't fully read.
Digital forms and e-signature, built in
Publishable intake templates and consents that clients complete on any device, with legally-styled e-signature capture — single, remote, or multi-party. Every form is bilingual, so clients complete intake in their own language, and finished documents flow straight into the chart.
- Digital intake forms and consents you can publish and reuse.
- Legally-styled e-signature — single, remote, or multi-party.
- Bilingual forms so clients sign in their own language.
- Completed forms flow straight into the client chart.
- Clients finish at their own pace, before they arrive.
Forms & E-signature
From template to signed in three steps
Build or pick a template
Choose from intake and consent templates, or publish your own.
Send for signature
Clients receive the packet in the portal and complete it in their language.
It lands in the chart
Signed documents are captured with an audit trail, ready before the session.
Start every relationship without the paperwork scramble
Start free and send your first intake packet in minutes.
30 days free. No charges until your trial ends.