Document Automation
Send patients a guided link to complete their intake before their appointment. They fill on any device — you get accurate, pre-filled paperwork ready before they arrive.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common patient intake form automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Patients open a link on any phone, tablet, or desktop — no sign-up, no download, no friction at the front desk.
Follow-up questions for each condition or medication only appear if the patient indicates relevance — keeping the intake manageable.
Patients sign consent and acknowledgement sections electronically with email OTP verification.
Bundle your intake form, HIPAA consent, and financial agreement — all completed from one patient interview.
Completed intake forms are automatically saved to your Google Drive folder after every submission.
Trigger your practice management system the moment a patient submits — with their intake data attached.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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