Your front desk still hands out a clipboard.
Intake and Consent Forms That Get Lost or Re-Keyed
Interview: 30-45 minutes to go through your current form. Build: about 48 hours. You review the real form with real fields before it goes live.
Sound familiar?
What changes
Intake and Consent Forms That Get Lost or Re-Keyed
A digital intake and consent form your client fills out on a tablet or their phone before the appointment. Answers save to a record you can search, and consent forms are timestamped and stored with the client instead of floating around on paper.
What it replaces
The clipboard, the filing cabinet, and the time someone spends re-typing answers that were already written down once.
Timeline
Interview: 30-45 minutes to go through your current form. Build: about 48 hours. You review the real form with real fields before it goes live.
From interview to a working tool
The interview walks through your current paper form field by field, so nothing you collect today gets dropped.
We build the digital form and a simple lookup so the front desk can pull up any client’s signed forms in seconds.
If you want it to also land inside Mangomint, Boulevard, Vagaro, or Meevo notes, we check what that system actually lets us push in or pull out, and scope the connection around that.
Questions About Intake and Consent Forms That Get Lost or Re-Keyed
Specific to this workflow. For everything else, see the full FAQ.
We build the form to capture what you already capture today, timestamped and stored. Whether that meets your specific insurance or legal requirement is worth confirming with your insurer or a compliance advisor - we build software, we are not a legal service.
It depends on what that system exposes for us to write into. We check during the interview rather than promising it in advance.