Easier Patient Intake and Onboarding Workflows: Forms When Booking

Tired of chasing down forms, waiting on patient paperwork, or manually sending intake forms one file at a time? You’re not alone. For most practices, the onboarding process is time-consuming, repetitive, and far from seamless.

With BodySite, you can automate the entire patient intake experience—from scheduling to payment to paperwork—so that everything happens behind the scenes while you focus on delivering excellent care. Whether you’re enrolling a new patient from the front desk or they’re self-booking online, our platform takes care of the administrative burden for you.

Automate Intake and Scheduling Workflows from Start to Finish

Imagine waking up to a new patient booked on your calendar—payment collected, appointment confirmed, and all of your intake forms already delivered. That’s what BodySite’s automated workflows make possible.

From the moment a patient schedules, BodySite’s appointment workflows can:

• Collect payment, deposit, or store a card on file
• Trigger your intake form sequence automatically
• Send automated reminders so patients don’t miss a step

Once the forms are submitted, they flow directly into the patient’s record—no need to scan, upload, or organize manually. You can even print, download, or share with the patient as needed.

Create Intake Flows with Multiple Forms

One of the most powerful features in BodySite’s onboarding system is the Form Sequence (also known as an intake flow)—a sequence of forms that’s assigned all at once, in the right order, so you never have to manually piece together what to send a new patient.

Use these workflows to bundle:

• Medical history forms
• Consent and authorization documents
• Symptom surveys
• Risk assessments
• Practice-specific custom forms

Forms in a sequence can be automatically triggered:

• When a patient is enrolled
• As part of appointment booking
• From within the patient’s record
• Inside a care program the patient is following

Once you set it up, you can reuse your intake flows over and over—making onboarding feel effortless.

Intake Forms That Work for Every Practice

BodySite’s forms are cloud-based, secure, and available on both a desktop and through our mobile app, so your patients can complete them from anywhere—whether on their computer, tablet, or smartphone. No paperwork, no clipboards, and no long waits at your office (because the forms and payment already happened in your account).

Flexible Question Types Include:

• Text entry for open-ended responses
• Multiple choice for quick selection
• Check all that apply to gather multiple inputs
• Sliding scale (stoplight-style) for measuring severity or agreement
• Scored questions for automated evaluations and personalized feedback
• eSignatures for any type of consent form

Assign and Manage Forms in Just a Few Clicks

Whether you’re preparing for a first visit or continuing care, BodySite makes it easy to assign and manage forms:

• Assign forms directly from the patient’s record
• Complete forms with the patient, live in the system
• Trigger paperwork automatically through booking and intake flows
• Assign forms as part of specific care programs or health journeys

Every response is instantly stored in the patient’s record—no scanning, emailing, or file uploading required.

Built to Save Time and Boost Patient Experience

Patients are more likely to follow through when processes are simple and digital. BodySite’s easy-to-use tools ensure your patients receive everything they need—right when they need it. You get more compliant, more prepared patients. They get a seamless start to care.

And since everything is HIPAA-compliant and cloud-based, you can rest easy knowing patient data is secure.

Take the Busywork Out of Patient Onboarding

With BodySite, you can turn hours of administrative follow-up into a self-running onboarding machine. From scheduling to form collection, every step can be handled automatically—so you can spend your time where it matters most: with your patients.