Customizable patient intake forms, built for your specialty.
Ditch paper and streamline every step of intake (demographics, consents, insurance, and more) with Zentake's drag-and-drop form builder. Build beautiful, logic-driven forms that fit your workflow, or let our team build them for you.
Build it yourself, or let us build it for you.
Build it yourself
Create and adjust your own intake forms, consents, and packets in the drag-and-drop editor, and change them anytime your process does.
Start from a template
Begin with a prebuilt intake form, consent, or clinical screener made for your specialty, then customize it to match how your practice runs.
Let us build it for you
New to Zentake? Send us your current forms and our team rebuilds them digitally, so you go live quickly without starting from a blank page.
Customize forms for any specialty.
Drag-and-drop builder
Create and update any patient intake form, consent, or packet yourself by dragging fields into place, so your office can adjust paperwork the moment a workflow or requirement changes.
Smart conditional logic
Questions, pages, and sections appear or disappear based on each patient's answers, so patients only fill out what applies to them and you get cleaner, more relevant information back.
Clean, complete data every time
Required fields and format checks catch missing details and typos before a patient can submit, so staff spend less time following up on paperwork that came back half-finished.
Custom branding
Add your practice logo, colors, and name so intake forms look like they came from your office, giving patients a familiar, trustworthy experience instead of a generic form.
Mobile-friendly
Intake is built for the phone in a patient's hand, easy to tap, type, and sign on a small screen, so most patients finish before the appointment instead of in your waiting room. Works just as well on a tablet or computer.
Save and finish later
Patients can pause a long intake packet and pick up right where they left off, so more forms get completed instead of abandoned halfway through.
Tailor-made online forms for precise, accurate data.
Shorter check-in, shorter waits
Patients arrive with their forms already done, so check-in becomes a quick confirmation instead of ten minutes on a clipboard, and your waiting room keeps moving.
A better first impression
Patients complete intake from home on their own phone instead of scribbling in the lobby, setting a professional, modern tone before they ever walk in.
Less busywork for your staff
Complete, validated responses land in your system ready to use, so your team spends less time on manual entry, phone tag, and chasing down missing paperwork.
“Easy onboarding: they created a lot of the forms for us, which took a load off. Very responsive and available.”
Questions and answers.
What is a customizable patient intake form?
A digital form a practice builds to collect exactly the information it needs (demographics, consents, insurance, history) with its own fields, branding, and logic.
Do I need to code or hire a developer?
No. Zentake's builder is fully drag-and-drop and no-code, and our team can build your forms for you if you prefer.
Can forms change based on a patient's answers?
Yes. Conditional logic shows or hides questions, pages, and sections based on responses.
Are the forms HIPAA compliant?
Yes. Zentake forms are HIPAA compliant and also align with SOC 2, GDPR, and PIPEDA.
Can I build forms for my specialty?
Yes. Start from specialty-specific templates for mental health, dental, PT, primary care, and more, then customize.
Can patients complete forms on their phone?
Yes. Forms are mobile-friendly and can be completed on any device, online or on an in-clinic tablet.
Need help setting up? We're here to help.
Reach us by email, phone, or a video call, and we'll build and configure your forms whenever you need it.