Zentake Features
Do more with your patient intake forms. Zentake's features automate the paperwork so your team can focus on patients.
Drag-and-drop form builder
Create any form from scratch — no developer needed
Learn more →20+ question types
Text, choice, matrix, date, signature, file upload, handout, and more
Conditional logic
Show or hide fields based on prior answers
Calculations
Auto-compute scores and totals from patient responses
Learn more →Numeric scoring on choices & matrices
Assign values to answers for clinical scale scoring
Repeating blocks & tables
Let patients add multiple medications, conditions, or dependents
Intake packets
Bundle multiple forms into one patient-facing flow
Multi-language forms
Serve the same form in multiple languages
Office-use / provider-only fields
Questions your staff sees but patients don't
Default values
Pre-set common answers to cut patient effort
Required fields
Block submission until critical fields are complete
Folders & favorites
Organize a growing form library
Duplicate & disable
Clone a form to iterate; retire without deleting
Custom branding
Add your logo to every form
Internal forms
Staff-only forms that never go to a patient
Documents
Upload existing PDFs and make them fillable and signable
PDF export
Print a blank version or export any completed form
Single-PDF packet download
Get an entire packet back as one file
Patient copies
Let patients download their own completed forms
SMS delivery
Text a form link; patients complete it on their phone
Email delivery
Send intake by email from your own domain
Tablet mode
In-office check-in on an iPad or Android tablet
Learn more →Patient queue
Manage walk-ins and check-in order in tablet mode
Website embed
Drop forms directly onto your practice site
Public URL
One reusable link for any patient
QR codes
Print or display a code patients scan to start
Scheduled forms
Queue intake to send automatically before an appointment
Automatic reminders
Nudge patients who haven't finished
Custom SMS & email messaging
Control the wording patients see, globally or per form
Message variables
Personalize invites with patient and appointment data
URL parameter prefill
Pass known data into fields before the patient starts
Legally-binding e-signatures
Type or draw, captured with an audit trail
Learn more →Click to Sign
One-tap signing for consents and acknowledgements
Provider/staff Click to Sign
Countersign forms without leaving Zentake
Real-time status tracking
See pending vs. submitted at a glance
Completion notifications
Get emailed the moment a form comes back
Form alerts
Flag specific answers that need immediate attention
Manual submit
Move a form to submitted when it's done on paper
Assessment tracking
Track assessment scores over time across visits
Learn more →Patient records
Every submission tied to a patient profile
Patient list import
Bulk-load your existing roster
Merge duplicate patients
Clean up records without losing history
Elation
Auto-sync patient data straight into the chart
athenahealth
Push completed intake into athenaOne
ChiroTouch
Sync intake into ChiroTouch
Custom field mapping
Map any Zentake field to your system's fields
Client mapping auto-fill
Known patient data pre-fills on return visits
Google Drive
Auto-file completed PDFs
Google Sheets
Stream submissions into a spreadsheet
Dropbox
Auto-file completed PDFs
API keys
Build your own workflows on Zentake
Stripe
Collect copays and balances at intake
Square
Take payment as part of the form
HIPAA-compliant by default
BAA included; encrypted in transit and at rest
Learn more →Team members
Invite your whole front desk
Custom roles & permissions
Limit who sees what
Multiple sub-accounts
Run separate locations or brands from one login
Ownership transfer
Hand off admin cleanly
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