Patient Forms

Eliminate paperwork. Automate patient intake.

Digital forms that patients complete before they arrive — and sync directly into your EMR. Save 4+ hours of staff time every day.

HIPAA Compliant Quick & easy setup Real-time EMR sync
Patient intake form on tablet in dental office

4+

Hours saved daily

per practice on average

85%

Form completion rate

before appointment

96+

EMR integrations

with real-time sync

0

Paperwork needed

100% digital intake

Patient intake is tedious.
DearDoc makes it painless.

See how DearDoc's digital forms compare to paper, PDFs, and other solutions.

Syncs with EMR/EHR in real time

DearDoc

Paper

PDFs

Others

Auto-sends forms before appointments

DearDoc

Paper

PDFs

Others

Maybe

Form logic & conditional branching

DearDoc

Paper

PDFs

Others

Maybe

Fully customizable templates

DearDoc

Paper

PDFs

Others

Medical alerts flagged for staff

DearDoc

Paper

PDFs

Others

Eliminates manual data entry

DearDoc

Paper

PDFs

Others

Maybe

No printing, scanning, or mailing

DearDoc

Paper

PDFs

Others

Automated follow-up for incomplete forms

DearDoc

Paper

PDFs

Others

Maybe

Works on any device (phone, tablet, desktop)

DearDoc

Paper

PDFs

Others

HIPAA compliant

DearDoc

Paper

Maybe

PDFs

Maybe

Others

Maybe

Put patient intake on autopilot

No more paperwork pileups. Just a smoother intake process. Save hours of manual tasks with a platform that:

Sends forms automatically based on appointment type

Follows up on incomplete paperwork with smart reminders

Syncs patient details directly to your health record system

Alerts staff to allergies, medications, and conditions

Patient forms management dashboard
Patient filling out intake form on mobile phone

Forms that flex to fit your workflows

Create digital versions of any form — patient intake, medical history, HIPAA consent, insurance verification, and more. Choose from pre-built templates or customize your own.

Pre-built templates for common healthcare forms

Conditional logic to show or hide fields based on responses

Works on any device — phone, tablet, or desktop

Brand with your practice logo and colors

Send the right form.
At the right time.
Automatically.

Get the right forms to patients before they arrive. Unlike generic form tools, DearDoc knows which forms to send based on:

Appointment type (new patient vs. returning)

Procedure or treatment code

Patient age and insurance status

Time since last visit

3 days before appointment

Forms sent via text & email

1 day before (if incomplete)

Automatic reminder sent

On completion

Data synced to EMR instantly

Get patient info where it belongs — fast

Form data flows directly into your EMR. Demographics, medical history, insurance, allergies — all synced in real time. No re-typing. No scanning. No mistakes.

Patient form data syncing to EMR systems

Forms are just the beginning

Unlike standalone form tools, DearDoc connects patient intake to your entire practice workflow.

📅
1

Patient books online

Via your DearDoc-powered website or AI chat

📋
2

Forms sent automatically

Customized intake forms delivered via text & email

🔄
3

Data syncs to EMR

Patient info written directly to your health records

🔔
4

Reminders go out

Automated appointment confirmations and reminders

Save 4 hours a day.
20 hours a week.
960 hours a year.

That's the average time practices save by switching from paper forms to DearDoc's digital intake system.

"We used to spend the first 20 minutes of every appointment on paperwork. Now patients arrive with everything already in the system. It's been a game-changer for our front desk."

Dr. Sarah Mitchell

Family Dentistry of Westchester

For your peace of mind, DearDoc will...

Digitize your forms

We'll convert all your existing paper forms into beautiful, mobile-friendly digital versions — at no extra cost.

Ensure data privacy

HIPAA compliant with end-to-end encryption, BAA agreements, and SOC 2 Type II certification. Your patients' data is safe.

Train your staff

Our onboarding team provides hands-on training for your entire office. Plus ongoing support whenever you need it.

Frequently Asked Questions

Ready to ditch the clipboard?

Join thousands of practices that have eliminated paperwork and saved hours every day with DearDoc's digital forms.