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Forms & Charting

Paperwork done before the visit starts.

Build intake forms and consents with a drag‑and‑drop builder, send them by text, and watch completion per patient. Contracts get real e‑signatures, and SOAP notes live on the patient record.

Intake forms, consents and e‑signatures on every plan. SOAP charting on Practice plans and up.

Before Thursday's intake exam Filed on the contact
Intake formcompleted
HIPAA consentsigned
Health historycompleted
Card on filesaved
Allergy flagon the chart
Intake by text

Forms that fill themselves out before the visit.

Build intake forms, consents and questionnaires with a drag‑and‑drop builder, with images and conditional fields that adapt to earlier answers. Send them by text, watch completion per patient, and every finished form files on the contact.

  • Drag‑and‑drop builder with images and conditional fields
  • Sent by text, tracked through completion
  • Filed on the patient's contact record
Hi Kayla! Two quick forms before Thursday's intake exam. They take about five minutes.
Done!
Both received, thank you. See you Thursday!
E‑signatures

Signatures that hold up.

Contracts get legally meaningful e‑signatures on a dedicated signing page, not a checkbox buried in a form. Intake forms, consents and e‑signatures are included on every plan, so the paperwork that protects your clinic never costs extra.

  • Dedicated signing page for contracts
  • Legally meaningful e‑signatures
  • Consents and e‑signatures on every plan
On the signing page Tracked per patient
HIPAA consentsigned
Financial policysigned
Treatment consentsent
Clinical charting

Charting where the patient already lives.

On Practice plans and up, SOAP notes and clinical charting sit on the patient record with reusable templates your providers define. Allergy and warning flags surface on the record, and photos and documents live in a per‑clinic media library.

  • SOAP notes with provider‑defined templates
  • Allergy and warning flags on the record
  • Photos and documents in a media library
On the patient record HIPAA tiers
SOAP noteprovider template
Allergy flagsurfaced
Photosmedia library
Documentsfiled
Everything in the box

Forms & Charting, complete.

📝
Drag‑and‑drop builder

Intake forms, consents and questionnaires with images and conditional fields, no developer needed.

💬
Sent by text

Forms go out by text, completion is tracked per patient, and finished forms file on the contact.

✍️
E‑signatures that count

Legally meaningful signatures on a dedicated signing page, included on every plan.

📋
SOAP notes and templates

Clinical charting with reusable templates your providers define, on HIPAA tiers.

⚠️
Allergy and warning flags

Flags surface on the patient record, so the whole team sees them before the visit.

📷
Media library

Photos and documents live in a per‑clinic media library, organized with the patient.

Forms & Charting FAQ

Questions, answered.

Can patients fill out intake forms before their appointment?

Yes. Forms go out by text, completion is tracked per patient, and every finished form files on the contact. By the time the patient walks in, the paperwork is already done.

Can I build my own intake and consent forms?

Yes. A drag‑and‑drop builder handles intake forms, consents and questionnaires, with images and conditional fields that show or hide based on earlier answers. No developer needed.

Are the e-signatures legally meaningful?

Yes. Contracts get legally meaningful e‑signatures on a dedicated signing page built for exactly that, not a checkbox buried in a form. E‑signatures are included on every plan.

Does MySpark+ include SOAP notes and clinical charting?

Yes, on Practice plans and up. SOAP notes and clinical charting live on the patient record, with reusable templates your providers define themselves.

Do I need a higher plan just for intake forms?

No. Intake forms, consents and e‑signatures are on every plan. SOAP notes and clinical charting are the part that needs the Practice plan or above.

Where do patient photos and documents live?

In a per‑clinic media library, so files stay organized with the clinic and patient they belong to. Allergy and warning flags surface right on the patient record.

Thursday's paperwork could be done by Tuesday.

Set up in an afternoon. We migrate your patients, services and schedule for you.

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