Patient intake and pre-visit forms
Forms completed before the visit, checked for gaps, and filed securely for the clinician.
How it works · Patient intake and pre-visit forms
STEP BY STEP
In
- Booking request
- Intake form
- Email inbox
- 1
Send01
Form sent after booking
Form sent
- 2
Check02
Missing fields followed up
Complete
- 3
Review03
Clinic staff review flags
Reviewed
Human checkpoint
- 4
File04
Filed to the patient record
Filed
Out
- Documents
- Status update
- Audit trail
How it works
01
The problem
Reception re-types intake forms and chases missing information before appointments.
Step by step
- 01Send. Form sent after booking.
- 02Check. Missing fields followed up.
- 03Review. Clinic staff review flags.Human checkpoint
- 04File. Filed to the patient record.
Tools and control
02
Connects
Typeform
Google Drive
Gmail
Airtable
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Review" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.