Forms Patients Finish, And Documents Signed Properly
Intake forms, consents and clinical questionnaires your patients complete before they arrive — and the documents you need signed, with a record of who signed them.
Use Cases
See how forms patients finish, and documents signed properly transforms healthcare workflows
New-Patient Intake
Send the intake pack before the first visit, with the details you already hold filled in for the patient to check — so the front desk is not retyping a clipboard.
Consents And Agreements
Upload the PDF or Word document you already use, place the fields, and send it to everyone who needs to sign — in order, by email or in person at the desk.
Clinical Questionnaires
Use scored measures that score the way their authors publish them, with the result on the client's chart so you can follow it over time.
Key Benefits
Build Once, Send Every Time
Sections, calculations, answers filled in from the patient record, and question groups you save once and reuse. Start from a template, or from a document another clinic has shared, and keep a set of forms as a pack to send together.
Complete Feature Set
Everything you need for forms patients finish, and documents signed properly
The Form Builder
Questions that fit the way you ask
- Sections for long forms
- Answers worked out from other answers
- Fill answers in from the patient record
- Pictures, videos and marked quizzes
- Version history and a printable blank copy
Sending
From the chart, by link or at the desk
- Send to patients or any email address
- Default documents that go out on their own
- Packs of forms sent in one go
- Complete in person on a clinic device
- Everything one person has been sent, in one place
eSignatures
Your documents, signed by everyone who needs to
- Upload a PDF or Word document
- Several signers, each with their own fields
- Signers can attach files and photos
- Your clinic stamp on the page (Essential and above)
- Signed copy and certificate to download
Responses
From the first answer to the last
- Summary, question-by-question and individual views
- Saved reports and bulk actions (every plan)
- CSV and Excel export on every plan
- Screening forms that flag answers for review
- Share results on a public page when you choose
Scored Measures
Clinical questionnaires, scored as published (Essential and above)
- Scores recorded on the client's chart
- Arrows that show the direction of change
- Use a measure as a note template
- A response that cannot be scored says why
Automation
What happens when a response arrives
- Rules that run when a response is submitted
- Conditions on the answers
- Start an AI agent from a form
- Webhooks to your own systems (Team and above)
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What each plan includes
Forms are on every plan, including Free. Enterprise has no limit on envelopes, storage or texted codes.
Scroll the table sideways to see every plan.
Questions clinics ask first
Including where each plan stops.
What does the Free plan include?
Do patients need an account to fill in a form or sign?
What proves who signed a document?
Can we text signers a code?
What if we run out of envelopes or storage?
What happens to our forms if a payment fails?
LumaForms guides
Intake, consent and e-signature guides by specialty.
- 7 Best HIPAA-Compliant Form Builders for Healthcare (2027)Seven form builders compared for healthcare: which plan comes with a BAA, what it costs according to each vendor's own page, and how the builders handle logic, calculations, payments, file uploads and where responses are kept.
- 7 Best HIPAA-Compliant E-Signature Software for Clinics (2027)Seven e-signature tools compared for clinics: which plan comes with a Business Associate Agreement, what that plan costs according to the vendor, and where signed consents end up.
- Digital Intake Forms With E-Signature: A HIPAA Guide for Clinics (2027)A practical guide to digital intake forms with e-signature: what ESIGN and UETA say, where HIPAA and BAAs come in, and what a signed record should carry (certificate of completion, signing order, identity checks).
- Is DocuSign HIPAA Compliant? E-Signatures for Clinics (2027)DocuSign can be used in a HIPAA-compliant way, but its published self-serve plans don't include a BAA. Here's what DocuSign, Jotform and Dropbox Sign say on their own pages, and how LumaForms compares.
- PHQ-9 and GAD-7 Online: Scored Questionnaires on the Chart (2027)How to run the PHQ-9 and GAD-7 online so scores land on the patient's chart: the scoring bands their authors published, why exact scoring matters, and how to follow scores over time.
- Patient Intake Software for Eye Care & Ophthalmology Clinics (2027)What an eye-care intake should collect (ocular history, medications, contact lens wear and consent for dilation) and how patient intake software pre-fills it from the record and gets it back before the visit.
- Patient Intake Software for Cosmetic & Skin Care Clinics (2027)How cosmetic and skin care clinics use intake software for treatment questionnaires, aesthetic and photo consents, signing on a clinic tablet, and signed records with a certificate of completion.
- 7 Best Patient Intake & Digital Forms Software in 2027 (Compared)A clear comparison of the best patient intake and digital forms software for clinics in 2027 — online forms, e-signatures, and automation — and why LumaEHR's built-in intake is our top pick.