Forms

Rethink your patient intake

Intake shouldn’t feel like a burden for you and your patients. RevenueWell Forms are customizable online forms that you can use to simplify your patient intake process.

Send the necessary forms to patients via email or text where they can fill them out at their own pace, from anywhere. Completed forms will then auto-sync to your PMS. With fewer steps and clicks, completing and processing forms is quicker and more straightforward than ever.

What happens when you use RevenueWell Forms:  

Cut down on manual work

Provide better patient care

Expedite the check-in process

Save money on office supplies and reduce clutter

What makes RevenueWell Forms a better way to do intake?

  • Auto-sync: Enable auto-sync to send all your incoming patient forms to your PMS.  
  • Packets: For specific procedures and/or check-in processes, combine multiple forms to send to patients in one step.  
  • Form assignments: Assign documents to get better visibility into which forms were or weren’t submitted by specific patients.  
  • Image upload: Patients can add their ID and/or insurance card when completing their forms, expediting the check-in process.
  • Responsible party delegation: Assign forms directly to family members to fill out instead of sending them to the responsible party to complete.  
  • Custom form builder: Create, edit, or duplicate forms in minutes with the easy-to-use drag and drop builder.
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