Intake forms, consents and clinical questionnaires your patients complete before they arrive — and the documents you need signed, with a record of who signed them.
See how forms patients finish, and documents signed properly transforms healthcare workflows
Send the intake pack before the first visit, with the details you already hold filled in for the patient to check — so the front desk is not retyping a clipboard.
Upload the PDF or Word document you already use, place the fields, and send it to everyone who needs to sign — in order, by email or in person at the desk.
Use scored measures that score the way their authors publish them, with the result on the client's chart so you can follow it over time.
Sections, calculations, answers filled in from the patient record, and question groups you save once and reuse. Start from a template, or from a document another clinic has shared, and keep a set of forms as a pack to send together.
Everything you need for forms patients finish, and documents signed properly
Questions that fit the way you ask
From the chart, by link or at the desk
Your documents, signed by everyone who needs to
From the first answer to the last
Clinical questionnaires, scored as published (Essential and above)
What happens when a response arrives
Join thousands of healthcare providers using ClinikEHR
Forms are on every plan, including Free. Enterprise has no limit on envelopes, storage or texted codes.
| Feature | Free | Essential | Team |
|---|---|---|---|
| Published forms (drafts always unlimited) | 10 | Unlimited | Unlimited |
| Responses per form | 100 | Unlimited | Unlimited |
| Signature questions | Included | Included | Included |
| eSignature envelopes per month | Not included | 100 | 500 |
| Form and signature file storage | 1 GB | 50 GB | 250 GB |
| Signing codes by text, per month | Not included | 50 | 500 |
| Excel export and saved response reports | Included | Included | Included |
| Scored clinical measures | Not included | Included | Included |
| Embed forms on your website | Not included | Not included | Included |
| Remove “Powered by ClinikEHR” | Not included | Not included | Included |
Scroll the table sideways to see every plan.
Including where each plan stops.
Intake, consent and e-signature guides by specialty.