Consent and Intake Forms Features
Speed your intake process with tools to set collecting new patient consent on autopilot.
Easy-to-use Custom Form Builder
Expand your services with ease by creating and customizing intake packets in minutes with a versatile form builder.
Auto-Assign Packets
Create a smooth intake experience for everyone by automatically delivering the right intake packet to each patient by program enrollment.
Flexible, Secure Delivery Methods
Validate the right person signs by sending HIPAA-compliant forms via patient portal or email with steps to validate the recipient’s identity.
In-Progress Reminder Cadences
Stay on top of in-progress paperwork by setting reminder cadences that ensure patients complete their assigned forms.
Intake Status Tracking
Make chasing down missing forms a thing of the past by monitoring the progress of active form requests across your entire practice.
Signed Documents in the Chart
Ensure no signed form falls through the cracks by automatically filing signed documents in the patient chart.
Compare Your Options for Completing Paperwork Remotely
As technology continues to evolve and patient care progressively shifts to a more virtual environment, having the right tools for your practice to adjust to these times is becoming increasingly important. Research your options for obtaining patient signatures remotely.
Put Joy Back Into Welcoming New Patients
Free up task time so you can focus on face time. Minimize your admin burden and keep new patients on track by setting reminder cadences for in-progress consent forms.
Deliver Automatic Intake Packets
Get the right forms to the right patients by enrolling them in a program that instantly sends them the correct intake packet. Be sure patients sign all necessary paperwork done without the manual lift.
Make Collecting Consent Simple for Patients
Meet the needs of your tech-diverse patients with a simple and convenient way to sign forms through the MYIO portal or email. Signed forms are accessible anytime via the portal, so patients can review at any time.
Build Custom Intake Packets in Minutes
Copy document content into the Form Builder, add multiple field answer options and signature lines to collect the information you need. Group forms into custom packets for different programs and patient types.
Keep It Secure Without Extra Work
Feel secure knowing your consent forms are safely delivered, collected, and stored in your patient’s chart. Be HIPAA compliant and keep your documents all in one place without any extra work.