ONLINE INTAKE FORMS
Let patients do the paperwork before they arrive.
Reduce reception administration and get patients consultation-ready before the appointment, with a secure online intake form they complete themselves.
1. Capture once. Use everywhere.
Patient information flows directly into the patient record, medical aid details, clinical workflow and billing process. Not just a PDF that reception must retype.
2. Start every appointment prepared.
Practitioners have the information they need before the consultation starts, while reception can resolve administrative problems beforehand.
3. Custom intake per service or practitioner.
A physiotherapist, occupational therapist, psychologist or other practitioner can ask different questions depending on the appointment or treatment type.
Booking online? New patients can complete their intake form as part of making the appointment with online booking.
Why practices choose PractoSync intake forms
For your patients
- Their own device, their own pace: no clipboards and paperwork in the waiting room.
- Everything done before the appointment: faster onboarding and shorter queues at reception.
- No repetitive questioning: information provided once pre-populates later steps, so patients are not asked the same thing twice.
- Part of online booking: new patients can complete their intake while making the appointment.
For your practice
- Less reception admin: patients capture their own demographics, contact, medical aid and consent details instead of staff retyping paper forms.
- Fewer data-capture errors: no illegible handwriting for ID numbers, medical aid numbers and contact details.
- More complete records: mandatory fields, validation and conditional questions collect information consistently.
- Built-in consent and compliance trail: privacy acknowledgements and practice terms captured with a timestamped record.
- Better prepared practitioners: review medical history, referrals and symptoms before the patient enters the room.
- Better billing readiness: medical aid, account holder, dependant and referral details are checked before you invoice or submit a claim.
- Automatic workflow triggers: flag missing information, identify records that need review and prepare the patient record for the appointment.


