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Healthcare templates

Three templates for clinics and practices.

Patient Intake

A new-patient intake form for clinics and practices.

Includes:

  • Full name
  • Date of birth
  • Contact email and phone
  • Reason for visit
  • Insurance provider and policy number
  • GP or referring doctor
  • Referral letter upload

Appointment Request

Let patients request appointments with their preferred times.

Includes:

  • Patient name
  • Contact email and phone
  • Reason for appointment
  • First preferred date
  • Second preferred date
  • Preferred time of day
  • Is this urgent?

Health History

Capture a patient's medical history before their visit.

Includes:

  • Patient name
  • Existing medical conditions
  • Current medications
  • Known allergies
  • Relevant family history
  • Previous test results upload
  • Smoking and alcohol use

Every template is fully editable - add, remove, reorder or rename any field after you create your form. Browse them all in the templates gallery.

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FAQs

Saving custom templates isn't available yet — it's on the roadmap. The closest workaround is duplicating an existing form (three-dot menu → Duplicate) to reuse its structure.

No. Every template is fully editable after creation. Add, remove, reorder, or rename any block.

Templates ship with sensible defaults but no styling — pick a style separately in the creation wizard or change it later from the Style panel.