digital registration forms

Digital Registration Forms

Collect patient information before visits, conveniently and accurately.

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Simplifying the form collection process for patients and providers

Offering digital registration forms to patients ahead of visits is a practical way to simplify the check-in process and save staff time from manually inputting patient data into their systems from paper forms. Our digital registration solution enables you to email or text patients, directly from your workstation, a link to registration forms that they can fill out at their own convenience before their appointment.

  • Save patients time in the office by sending them forms to fill out in advance, instead of requiring them to arrive early to visits to fill out paperwork.
  • Create a contactless check-in process, instead of passing clipboards and pens back and forth.
  • Improve the accuracy of patient information by letting them input data themselves at their own speed, instead of rushing through forms.
  • Simplify data entry for your staff by uploading digital forms into your practice management system or electronic health record, instead of manually copying information from paper forms.
  • Collect payment information from patients ahead of time and place their preferred card on file for future payments, instead of waiting until after appointments to talk about payments.

Our digital forms are fully HIPAA-compliant and enable you to gather the following information from patients:

  • Family health history
  • Current medical information
  • Insurance information
  • Payment preference

As part of the registration process, patients can put their preferred card on file in our secure vault for seamless future charges and increased payment assurance for your practice. Card-on-file authorization forms are automatically included as part of the card-on-file process, for the benefit of patient records and practice chargeback protection.


Avoid the traditional pen and clipboard.

58% of patients would switch providers if they were given the option to avoid tasks such as filling out forms in the office.1
Case Study

LWSS Case Study

Discover the transformational effect that our consultation and technology had across this dental organization’s offices.

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1Of 2,000 patients surveyed in The Healthcare Payment Experience, January 2021, produced by and Rectangle Health.