Patient intake forms

Patient intake forms completed before the visit, saved to the record

Patient intake forms software sends registration, consent, screening and outcome questionnaires to patients before the appointment, collects the answers online and files them on the patient record. Capra builds the forms, assigns them by appointment type, reminds patients to complete them, captures signatures, and pushes the data into the EHR you already run.

  • 30-minute walkthrough
  • No obligation
  • Nothing to install
The problem

Paper on the day delays the appointment and ends up as typing

A clipboard in the waiting room starts the appointment late, a form sent by email comes back half the time, and a free form-builder keeps answers somewhere other than the patient record.

23%

Average patient no-show rate across 105 studies

The average no-show rate was around 23%. A form sent with the reminder is a second nudge: patients who have just completed their intake are patients who are planning to attend.

Source: Dantas et al., Health Policy, 2018

Forms that never come back

Reviews of clinic software are full of intake forms that were sent and never completed, with nobody chasing because nobody could see what was outstanding.

A generic form builder is not a patient record

Answers collected in a general-purpose form tool sit outside the record, get retyped, and leave the clinic unsure where the data is and who can see it.

Where completed forms land

Answers, signatures and documents on the same record as the notes

Browse a sample record: the overview shows which forms are complete, the documents tab holds the signed consent, and the questionnaire score sits beside the vitals it belongs with.

Everything a clinician needs before the patient walks in: next appointment, what they're taking, the last note and any forms still open, on one screen.

How it works

Digital intake in three steps

Most clinics replace their paper forms within a few days, starting with registration and consent.

Build or import your forms

Registration, consent, screening and outcome questionnaires in the form builder, with short text, dropdowns, scales, uploads and signature fields.

Assign them by appointment type

A new-patient appointment sends registration and consent; a follow-up sends the outcome measure; an aesthetics treatment sends its own consent form.

Patients complete them before the visit

The link goes out with the reminder, Capra chases the ones still open, and every answer lands on the record and in your EHR before the patient arrives.

Patient intake, in detail

Every form a clinic sends, completed before the door opens

Registration, consent, questionnaires and outcome measures that share one patient record and one reminder.

Intake and registration forms, online

New patients register from a link on their phone: demographics, contact details, insurance or self-pay, history, medications and the questions your clinicians actually need. The record is created or updated from the answers, so reception never retypes a form.

  • Registration and history forms sent with the booking confirmation
  • Answers create or update the patient record
  • Insurance and self-pay details captured once
See it in a demo

Consent forms for aesthetics, dental and surgical clinics

Treatment consent is read and signed on the patient's own device before the appointment, with the version of the form, the timestamp and the signature stored together. Templates can be held in English and Arabic, and a changed consent form keeps every earlier signed version on file.

  • E-signature with the form version and timestamp recorded
  • Templates in English and Arabic
  • Earlier signed versions kept on the record
See it in a demo

Questionnaires and outcome measures

Screening questionnaires and outcome measures are scored on submission and charted over time on the record, so a physiotherapy or counseling clinic sees progress between visits rather than hunting for last month's score.

  • Scored questionnaires with results on the record
  • Outcome measures charted visit by visit
  • High-risk answers flagged to the clinician
See it in a demo

Reminders to complete, nothing on the day

The form link goes out with the appointment reminder on SMS, WhatsApp or email, outstanding forms are chased automatically, and reception sees who still has something open before the patient arrives.

  • Forms sent with the reminder on the patient's channel
  • Automatic chasing of outstanding forms
  • Outstanding forms visible on the day list
See it in a demo

Pushes the data into your EHR

If your clinic keeps its clinical record in another system, completed intake data is mapped field by field and sent there through an integration built during onboarding. Your clinicians open the record they already use and the intake is already in it.

  • Field-by-field mapping into your EHR or EMR
  • Signed documents attached to the external record
  • Every transfer logged in the audit trail
See it in a demo
Configured for you

Forms set up for your specialty

Your onboarding lead builds the first set of forms with you from the paper and PDFs you use today.

Field types

  • Short and long text, dropdowns, checkboxes and scales
  • File uploads and photos
  • Signatures with timestamp and form version

Assignment rules

  • By appointment type, specialty and location
  • Once per patient or before every visit
  • Assigned to groups for recalls and campaigns

Consent and versions

  • Versioned consent templates
  • Earlier signed versions kept on file
  • English and Arabic templates side by side

Reporting

  • Completion rate per form and appointment type
  • Outstanding forms by day and clinician
  • Questionnaire scores over time
Connects to

Where intake data needs to end up

The portal and messaging are live today; record and specialty systems are connected during onboarding.

Security & reliability

Built for healthcare, trusted with patient data

Defence in depth, from the first message to the last record. This is how we operate, not a badge.

Encrypted in transit and at rest

Connections use current TLS with HSTS, and stored data is encrypted with keys managed by our cloud provider.

Least-privilege, role-based access

Permissions come from defined roles, privileged access needs multi-factor authentication, and rights are reviewed regularly.

Monitored and logged

Security-relevant events are recorded, retained and reviewed so unusual activity can be investigated quickly.

Backed up and resilient

Critical data is backed up regularly and protected like production, with processes to restore service after a disruption.

Hosted where you need it

UK clinics are hosted in the UK by default; deployment in other regions, including the UAE, is available on request with the same protections.

Connected to your systems

Capra connects to the record, calendar, accounting, messaging and claims systems you already run; integrations are built with you during onboarding.

Works with the tools you already use, with human support in UK and UAE hours
  • Google Calendar
  • Microsoft Outlook & Teams
  • SMS (Twilio)
  • WhatsApp Business
  • Email (DKIM verified)
FAQ

Questions, answered

What is patient intake software?

Patient intake software replaces the clipboard: registration, consent, screening questionnaires and outcome measures are sent to patients before the appointment, completed online and filed on the patient record. Capra adds reminders to complete them, signatures, scoring and a connection to your EHR.

Can patients complete forms on their phone?

Yes. The form link arrives with the appointment reminder on SMS, WhatsApp or email and opens in the browser on any device. There is no app to install and no account to create; the patient completes the form and it lands on their record.

Can consent forms be signed electronically?

Yes. Consent forms include a signature field, and Capra stores the signature with the version of the form the patient read and the time they signed it. If you update a consent form later, the earlier signed versions stay on the record.

Do intake forms reduce no-shows?

They help. A form sent with the reminder is a second nudge and a signal of intent: patients who have completed their intake are patients who are planning to come. Combined with one-tap confirmation and a deposit where appropriate, it is one of the simpler ways to cut no-shows (DNAs).

Can we score questionnaires and track outcome measures?

Yes. Questionnaires are scored on submission, the score is stored on the record and charted over time, and high-risk answers can be flagged to the clinician before the appointment. Physiotherapy, counseling and chronic-care clinics use this to show progress between visits.

Does the intake data go into our EHR?

Yes. If your clinical record lives in another system, completed intake answers and signed documents are mapped into it through an integration scoped and built with you during onboarding, with every transfer logged. Your clinicians keep using the record they already open.

Can we see which patients still have forms to complete?

Yes. Outstanding forms show on the day list and on each record, and Capra chases them automatically on the patient's channel. Reception sees before the patient arrives who still has something open.

Can forms be in Arabic as well as English?

Yes. Templates can be held in both languages and the patient receives the version matching the preferred language on their record, which matters for clinics in the UAE and for any practice with a multilingual patient base.

Who can see completed forms?

Access follows roles: clinicians see clinical questionnaires, reception sees registration and consent status, and billing sees insurance details. Every view and change is recorded in the audit trail, and data is encrypted in transit and at rest.

How long does it take to go digital?

Most clinics have their registration and consent forms live within a few days, starting from the paper forms and PDFs they already use. Questionnaires, outcome measures and the EHR connection follow the onboarding plan agreed with your named lead.

Further reading

See Capra in action

Bring every patient conversation together.

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  • A walkthrough tailored to your team
  • Answers on setup, security & migration
  • No pressure, no obligation

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