Acquisition web application

sharingpatient data managementdata management

Overview
Online Smart Forms collect patient information automatically, replacing paper or manual data entry. Clients receive, access and complete forms on any device; responses are saved directly to patient records to streamline clinical workflows.

Key benefits

• Automate pre-appointment paperwork — Smart Forms are sent automatically after booking and responses save directly to client records so clinicians spend less time collecting data and more time on care.
• Custom templates and patient-friendly designs — use pre-built or bespoke forms with signature fields, annotations and mandatory fields that patients can complete on their own schedule and device.
• Secure access and autosave — forms can be accessed via email or SMS access codes; auto-save runs every 60 seconds when access codes are used to prevent data loss.
• Consent and data protection — capture signatures and consent; responses are stored in a GDPR-compliant system that meets UK healthcare data standards.
• Track status and simplify follow-up — view when forms are sent, started, autosaved or submitted from the patient summary (Messages & Forms/Assessments) to streamline administrative follow-up.
• Reduce in-session administration — patients complete registration, medical history and emergency contacts in advance so clinicians avoid in-session form filling.

Use cases

• Pre-appointment registration and medical history collection
• Consent capture and signature collection
• Automated follow-up assessments and questionnaires
• Reducing no-shows with integrated confirmations and completion workflows

Notes
Forms support signature fields, annotations and mandatory fields. Secure access can be provisioned by email or SMS codes. Auto-save protects partial responses. Data storage and processing follow GDPR and UK healthcare standards.

Technical specifications

• Delivery: Forms sent automatically after booking
• Access methods: Email or SMS access codes
• Autosave: Every 60 seconds when using access codes
• Form elements: Signature fields, annotations, mandatory fields
• Device support: Accessible and completable from any device (responsive)
• Compliance: GDPR-compliant; designed to meet UK healthcare data standards
• Integration: Responses saved directly to client records (Messages & Forms/Assessments tabs)