Collect intake and consent forms before the first visit

The first visit runs smoothest when the paperwork is already done. With Rafanest, patients complete your intake and consent forms online before they walk in — no clipboards, no re-typing.

Build the forms you actually use

Create your own forms in settings — intake questionnaires, consent to treat, insurance details, health history — with the field types you need. Everything you collect stays in the patient's record.

Send them automatically

Choose an intake form to send to every new patient, and Rafanest invites them to fill it out by email or text as soon as they're added. You can also send any form to an existing patient in one click.

Patients fill them online

• A simple link opens the form on any device

• Responses save straight to the patient's file

• You can review answers before the visit and prepare accordingly

Less front-desk work, fewer errors

Digitizing intake removes the clipboard shuffle and the manual data entry that comes with it — and patients arrive ready, so your day starts on time.

Digital forms are part of the Professional plan.