Online intake forms and medical history forms, filled in before the visit
No clipboards. No retyping.
Build reusable form templates, send a secure link before the appointment and find the answers on the client's profile when they arrive.
- Reusable templates
- Secure link
- Review answers
- Saved to the client
- Send: The clinic sends Sara a medical history form for her upcoming visit.
- Fill in: Sara fills in her answers on her phone and submits.
- Review: The practitioner reviews the answers on Sara's profile and marks the form reviewed.
Forms that are done before the client arrives
Use the same templates for every client, send them automatically with the booking or by hand, and keep every answer on the right profile.
Form templates
Reusable templates for intake, medical history, questionnaires and aftercare.
Secure form links
Send a secure form link to the client before their appointment.
Your questions
Text, choice and yes/no questions, with required fields and help text.
Saved to the client
Submitted answers are saved on the client's profile and the visit.
Track completion
Track sent, submitted and reviewed forms in one list.
In the client portal
Clients can also complete pending forms in the client portal.
Up and running in 3 steps
Build a template
Create a template, or start from one of the ready-made forms.
Send it
Send the form to a client for an appointment or visit.
Review
Review the answers on the client's profile and mark them reviewed.
A form, start to finish
From template to reviewed answers.
- Medical historyTemplate
- SASara AhmedFor Thu 14:30Sent
- Answers receivedFrom her phoneSubmitted
- NKDr Nadia KhanBefore the visitReviewed
- TemplatePick the form for the visit.
- SentA secure link goes to the client.
- SubmittedAnswers arrive on the client's profile.
- ReviewedThe practitioner checks them before the visit.
Good to know
- Show-or-hide question rules (conditional logic) are not available yet.
- Forms that need a signature are covered on the consent forms page.
- Submitted forms can be downloaded or printed with your branding.
Frequently asked questions
Common questions about online forms in Medzelo.
What kinds of forms can I send?
Any form your business uses before or after a visit: client intake, medical history, questionnaires, aftercare instructions and GDPR consent. Build them once as templates and reuse them for every client.
How do clients fill in a form?
They open a secure link you send them, or the pending form in their client portal, and fill it in on a phone, tablet or computer. No app or password is needed for a form link.
Where do the answers go?
To the client's profile in Medzelo, linked to the appointment or visit. Your team can see which forms are pending, submitted and reviewed.
Can a form be required before a treatment?
Yes. Mark a form as required before treatment so your team can see at a glance whether it has been completed.
Can forms ask for a signature?
Yes. Forms that need agreement and a signature, such as treatment consent or waivers, use Medzelo's consent forms with e-signatures.
Ready to retire the clipboard?
See your own intake form built and sent in Medzelo.