Patient Intake Software
Stop chasing paperwork. Save time on every appointment
Collect intake forms, consent, and medical history before clients arrive — all digital, all paperless, with patient intake software built inside Pabau.
Join 3,500+ practices that already use Pabau
“Whatever treatment clients book, Pabau automatically sends them that specific online consent form and that specific precare, things they need to do ahead of time before their appointments. I wasn’t able to do that on other platforms.”
Stop wasting time on paperwork
Manual forms slow everything down — creating admin backlogs and risking incomplete data.
With Pabau, digital intake forms are sent automatically before appointments, collecting medical history and insurance details in advance. No printing, no scanning, no chasing.
Capture the right information at every stage
Create digital forms for every stage — patient intake, consultations, consent, and follow-ups — all tailored to your clinic.
Link forms to specific services and appointment types so the right information is always collected before treatment.
Always up-to-date client records
Every completed form automatically feeds into the client’s record inside Pabau. Medical history, consent, allergies, and insurance details are always accurate and up to date — giving your team the confidence to treat clients safely, every time.
Create more bookable time in your diary
When clients complete forms before arriving, there’s no need to block appointment time for paperwork. Shorter appointment slots mean more availability in your calendar and a more efficient daily schedule.
In other words you can improve practice productivity and reduce front desk bottlenecks.
Stay compliant and protect your business
Signed digital consent forms and intake documents provide proof that clients have been informed about procedures, risks, and pre- and post-care guidelines.
Having everything securely stored in one place ensures HIPAA compliance and gives your team peace of mind.
Simplify your workflow and enhance client care
Digital forms don’t just reduce admin — they improve the entire patient experience.
Clients can complete forms at home through the patient portal or via a secure link, so they can arrive prepared and ready for their treatment.
Build custom forms or use ready-made templates
Build fully tailored forms with Pabau’s drag-and-drop builder, or pick from over 40 ready-made templates — consent forms, medical history, and more.
The quickest way to get your patient intake software set up, without sacrificing flexibility.
Find out if Pabau is the right fit for you
Frequently asked questions
Digital patient intake software allows clinics to collect medical history, consent forms, insurance information, and other clinical data electronically before appointments, reducing paperwork and improving the patient intake process.
By enabling mobile pre-registration, digital check-in, and digital patient check-in, patients can complete forms remotely through a patient portal, creating a faster and smoother registration experience.
Yes. Clinics can collect insurance details, perform eligibility checks, and support Eligibility verification before appointments, helping staff prepare for billing and payment processing.
Digital intake eliminates manual data entry, automates patient onboarding, and uses automated internal workflows to sync patient records directly with Electronic Health Records and practice management software.
Yes. Patient intake forms can connect with patient scheduling software, online self-scheduling, and appointment reminders, helping clinics reduce no-show rates and improve patient bookings.
Yes. Pabau supports HIPAA-compliant forms, secure patient communication platforms, and encrypted storage of clinical data to maintain HIPAA compliance and protect patient information.
One platform for your entire practice
See how Pabau gives you all the tools you need to reduce admin, improve the patient experience, and support sustainable growth.
