Intake & Onboarding
Intake, questionnaires, and consent forms that capture everything you need — woven into sequences that onboard patients in minutes and flow straight into the record.
Form sequences · Payment at booking · Auto-activated engagement
Forms that flow
Put your forms in a sequence so they flow to the patient — and into the patient record when completed. Place sequences wherever patients find you for complete intake automation.
On any device
Patients fill out forms right on their phone — section by section, with a progress bar — then submit straight to you. Review completed forms from the record, on any device.
Payment at booking
Your time is money — don’t let patients grab slots without a commitment. Collect at the moment of booking and guarantee revenue every time.
From the first touch
Patients don’t want to be another record in an EHR — they want a relationship. Welcome them with everything they need, automatically activated in one step.
Bring your patients with you
Moving from another EMR shouldn’t mean re-entering everyone. Transfer your existing patients and their files in bulk — and enroll new ones on the go.
Part of the whole platform
Because intake lives in the same platform as your care plans, scheduling, payments, and engagement, a completed form doesn’t just sit in a folder — it populates the record, triggers the welcome, and starts the care plan. One step in, fully onboarded.
See the all-in-one platformBuilt for your practice
Deposits at booking to protect high-demand slots.
Intake sequences that start the program on day one.
Onboard members with forms, payment & welcome in one flow.
Templates · Scheduling & Booking · The complete all-in-one platform
Intake forms, questionnaires, and consent forms — everything you need to capture before and during onboarding.
You put your forms in a sequence so they flow to the patient in order and, once completed, flow into the patient record on BodySite automatically.
Embed it on your website, attach it to a booking flow, or send it as a direct link — for complete intake automation wherever patients find you.
Yes — take a deposit, a full payment, or a credit card on file at the time of booking to guarantee revenue and cut down on no-shows.
Yes — completed forms flow straight into the patient record, so nothing has to be re-entered.
In one step, patients are welcomed with messages, education, group discussions, and easy access to their portal, app, and tools — all automatically activated.
Yes — patients complete forms on their phone, on the web, or in the app, section by section with a progress bar and every question type (choices, scales, text, and e-signature), then submit straight to you. You can review completed forms from the patient record on any device.
Yes — upload a list of patients and upload patient files in bulk, so transferring from another EMR doesn’t mean re-entering everyone. You can also enroll new patients individually anytime.
Start a free 30-day trial — intake sequences, payment at booking, and one-step engagement, plus the full platform.
Explore the platform
Templates · Scheduling & Booking · Billing & Payments · Patient Management · All-in-one platform
