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Consent and intake forms

Stop hunting for a signed sheet of paper

Consent gets signed on paper and filed in a cabinet. Two years later somebody needs to know who agreed to what and when, and the answer takes an afternoon of digging. Collect the same forms against the patient record and that afternoon disappears.

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The risk paper forms actually create

Loss is the obvious one. The more common failure is expiry — treatment continuing under consent that lapsed months ago, with nobody in a position to notice.

What you set up

Forms sent as a link

Patients complete them before they arrive. The clipboard in the waiting room stops being part of the process.

Filed against the patient

A submitted form attaches to the record and opens from the same screen as the consultation.

Expiry surfaced

Consent past its valid date appears as a list, so it gets renewed before the appointment rather than after an audit.

Version history

When a form is revised the previous wording stays. What someone agreed to at the time remains answerable.

From booking to retention

An appointment is made and the required forms go out as a link. Completed ones attach to the record and drop off the outstanding list. Approaching expiry triggers a renewal request, and when the retention period ends the record is flagged for disposal instead of quietly sitting there forever.

When you are asked to produce them

Minutes, not an afternoon

Filter by date range and form type and export the list. An inspection becomes a query rather than a search through cabinets.

Access and privacy

Clinicians see forms for their own patients, reception sees only submission status, and every view is logged.

Start with the forms you use most

No code. Build the fields once, send the link, and the paper starts disappearing the same day.

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