Unlock the Potential of inservioCRM's Online Forms for:

Enhance Client Onboarding with Digital Intake Forms

Revolutionize your client intake process by automating the collection of essential information. When a new client schedules an appointment, seamlessly send them a customizable form to gather contact details, medical history, emergency contacts, and more. With all the necessary information at your fingertips before their visit, you can ensure a smooth and efficient client experience.

Effortlessly Manage Telehealth Consent

Utilize Telehealth Video Calls for client sessions? Ensure compliance and streamline your workflow by collecting consent forms electronically before each session. Power Diary offers a pre-designed Consent Form template to simplify the process.

Tailor-Made Forms for Your Practice

Customize forms to meet your unique needs and objectives. Whether you're conducting client surveys, gathering specific information, or utilizing Outcome Measures Assessment forms, our platform allows you to create tailored forms effortlessly. Plus, stay tuned as we continually expand our library of templates to support your evolving needs.

Provide safe, online registration forms for your clinic with inservioCRM.

Customize Forms to Align with Your Practice Needs

Tailor forms to your exact specifications by incorporating various elements such as text fields, multiple-choice questions, yes/no switches, images, and more.

Streamline Signature Requests

Facilitate seamless document signing by including signature fields in your forms, allowing clients to electronically sign documents. Additionally, you can mandate team members to sign forms as well, ensuring compliance and accountability.

Effortlessly Distribute Forms via SMS or Email

Simplify the process of sending forms to clients by delivering them via SMS or email. Clients receive a unique link, granting them access to complete the form on any device—computer, phone, or tablet—according to their convenience.

Automated Recording of Responses

Upon submission, client responses are automatically captured and stored within their respective client records. Access all form responses at any time for reference or review purposes.

Stay Informed with Submission Notifications

Set up notifications to alert the client's primary practitioner and other relevant team members upon form submission. This ensures timely awareness and facilitates prompt follow-up actions as needed.

Infuse Your Branding for a Professional Touch

Enhance your clinic's brand image by incorporating your logo into online forms, leaving a lasting impression of professionalism on clients. Demonstrate your commitment to customer satisfaction, modernity, and organizational excellence with branded forms.