Skip to main content

Public Forms

Public forms are the digital front door to your healthcare services. Because they handle sensitive information, they must balance user experience with clinical rigor and compliance.

Use Cases for Public Forms​

Patient Intake and Triage​

Move the clipboard-and-paper experience into a secure digital environment before the patient arrives.

  • Symptom Checkers: Allow patients to self-report issues to help your team prioritize urgent cases.
  • Medical History: Collect chronic conditions, allergies, and current medications to ensure provider preparedness.
  • Demographic Data: Streamline administrative registration for insurance verification and billing.

Public forms serve as a documented trail of consent.

  • HIPAA Authorizations: Capture digital signatures confirming the patient understands how their PHI will be used.
  • Treatment Consent: Ensure patients are informed of the risks and benefits of specific procedures.
  • Privacy Practices: Confirm the patient has received and reviewed your Notice of Privacy Practices (NPP).

Health Screening and Lead Generation​

Public forms can bridge marketing and clinical care by identifying individuals who qualify for specific services.

  • Eligibility Quizzes: "Are you a candidate for our wellness program?"
  • Inquiry Forms: A low-friction way for potential patients to ask questions about your services.

Patient-Reported Outcome Measures (PROMs)​

  • Feedback Surveys: Assess patient satisfaction after a visit or procedure.
  • Post-Treatment Monitoring: Short forms sent to patients to track recovery progress or side effects.

How to Create a Public Form​

  1. Go to Settings > Template Library.
  2. Click Create Template and select Public Form.
  3. Build your form with the required fields.
  4. Set the form as Public to generate a shareable link.
  5. Copy the link and share it on your website, in emails, or via the client portal.