Online form builder for health practices
Intake Pro's form builder gives health practices 15 field types for patient questions, documents, uploads, calculations and signatures. Questions can show or hide based on earlier answers, and patient forms carry the practice's logo and colors.
A published form version never changes. Editing creates a new version, so earlier submissions remain attached to the wording each patient signed.
Last updated
- Field types 15
- Conditional logic Show or hide questions
- Published versions Never change
- Patient branding Your logo and colors
What can you build with Intake Pro's form builder?
Intake Pro's form builder creates online registration forms, health histories, consent forms, policies and screening scales. A practice manager can add structured questions, signature fields and reading material to the same patient form.
Start with the sections in the intake forms guide or convert a current document through PDF and Word conversion. Patients can complete a finished form on its own or as part of an intake packet.
Each field has a specific collection job. A date field records a birth date or surgery date, a repeating group collects one row per medication, and a handout presents a document for the patient to read. Mixing these field types lets the form reflect the paperwork staff already use.
Which 15 field types does the form builder have?
The Intake Pro form builder has 15 field types covering typed answers, choices, structured groups, documents and signatures. The uses below show how a health practice can apply each one without adding separate paperwork.
| Field type | What a practice uses it for |
|---|---|
| Text | A short answer such as a preferred pharmacy or reason for visit |
| Name | A structured patient, emergency contact or representative name |
| Number | A numeric answer such as an amount, count or measurement |
| Address | A patient's home, mailing or other contact address |
| Choice | One answer or selected answers from the practice's listed options |
| Date | A birth date, procedure date, symptom start date or signing date |
| Matrix | A grid of questions that share the same answer choices |
| Table | Related answers arranged in rows and columns |
| Repeating group | One repeated set of fields per medication, allergy or condition |
| File upload | A document or image the patient submits with the form |
| Signature | A typed or drawn patient, representative, staff or witness signature |
| Calculation | A result calculated from values configured elsewhere in the form |
| Drawing over a background image | A patient's marks on a practice-supplied image such as a body diagram |
| Handout | A document the patient reads within the intake workflow |
| Display text | Instructions, section explanations or wording shown to the patient |
How do conditional questions work in the form builder?
Conditional questions in Intake Pro show or hide based on a patient's earlier answers. The practice manager sets which follow-up belongs with an earlier response, so patients see questions relevant to the path they take through the form.
A health history can show a medication list after a patient reports taking medication. An allergy follow-up can ask for details after a positive allergy answer, while the rest of the form stays focused on the next section. The health history form guide gives more ways to organize these follow-ups.
Conditional display also suits representative details, pregnancy-related questions and specialty concerns chosen by the practice. Have the clinician review clinical wording and the front-desk lead test each answer path before publication. For scales that calculate from those answers, see scored assessments.
What happens when you edit a published form?
Editing a published Intake Pro form makes a new version. The published version attached to an earlier submission never changes, so the signed record preserves the questions and policy wording presented to that signer.
Suppose your practice adds a question to its financial policy after patients have already signed. New submissions use the newly published version. Earlier signed PDFs, signer details and audit trails stay with the previous version.
This version rule applies across patient links and kiosk submissions. The signed records page explains the retained evidence, while e-signatures covers the four signer roles attached to a version.
Can patient forms carry your practice's logo and colors?
Yes. Intake Pro puts the practice's logo and colors on patient forms. Patients see the practice's own branding while they answer questions, read handouts and sign documents.
Use the same identity on registration, history, consent and policy forms so a multi-document packet feels consistent to the patient. Branding does not change the practice's responsibility to review the wording and clinical content it publishes.
Forms can then be sent through private links and reminders, shown by QR code, embedded on the practice's website or completed at a front-desk kiosk.
Questions
Can Intake Pro's form builder collect files from patients?
Yes. A file upload field lets a patient submit a document or image with the online form. The practice decides which documents to request and where that field belongs in its intake workflow.
Can a form repeating group collect several medications?
Yes. A repeating group holds the same set of fields for each entry, so a practice can collect one row per medication, allergy or condition instead of creating a fixed number of separate question sets.
Does editing an Intake Pro form change old signed submissions?
No. Editing makes a new form version. Earlier submissions remain on the version they were signed on, with the original signed PDF, signer details, signing time and audit trail preserved.
Can a matrix field be used for a scored screening scale?
Yes. A matrix presents questions that share answer choices, which suits many screening items. Intake Pro also supports item weights, reverse-scored items, subscales and labelled score bands. Build scales from the owner's wording and confirm licensing.
Can staff add instructions between patient questions?
Yes. Display text adds instructions or section explanations, while a handout presents a document for the patient to read. Staff choose the wording and review it before publishing the form version.