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Forms

Intiveo Forms. The Essential All-In-One Form Solution.

Create, send, track, and manage patient forms
directly from your Intiveo Software.

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Simplify and save time on your patient intake process with Intiveo Forms. Built to help you manage all of your patient forms and information in one place.

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Intiveo Forms helps dental practices:

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Save time by automatically
creating, sending, and following
up with patient forms

Schedule reminders

Save on operational costs

Wait list management

Increase form completion

Start using Intiveo Forms today!

Learn More
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All-in-One Platform

Easily create patient forms with expertly crafted templates, track form completion progress, and send automatic form reminders that are personalized by the procedure type, all from your Intiveo software.

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Save time from manual patient intake processes

Save time from manually creating, managing, sending and following up with patients who haven't completed the digital intake forms prior to their appointment.

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Custom tailored form templates


Save time with expertly crafted templates that are tailored to your speciality and can be further customized to your exact requirements.

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Smart send



Built on top of our Automated Reminder system, Intiveo will automatically send the right forms and completion reminders to new patients based on appointment types.

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Forms: without the constraints

Streamline your patient intake process using form links that are unique to each patient. No longer limited to sending forms out via reminders, your staff can host forms directly on your website, pull up last-minute forms using a tablet, and send patients their form links via 2-way chat.

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Robust form reporting


Have a clear view of the forms that have been sent and their completion rates. Track submitted/outstanding patient forms on a daily, weekly or custom time frame, all from your Intiveo platform.

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HIPPA and PIPEDA Compliance

At Intiveo we take compliance seriously, which is why our product keeps ahead of compliance regulations, including the ability to adapt to regional requirements when it comes to PHI security.

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Choose the best Intiveo Forms plan for your practice

Intiveo Forms Essential

  • Form templates tailored to the needs of your practice and specialty that are ready to use.
  • Intuitive interface to customize forms as needed.
  • Add forms to your automated appointment reminders based on appointment type, so that you patients receive forms personalized to their procedure.
  • Save time following up with patients by taking advantage of our smart sending that continues to remind patients to fill in the form if they haven’t done so.
  • Option to resend forms as needed.
  • Download your patient’s completed intake forms to update their record in your scheduler.
  • Robust forms reporting allows you to track submitted/outstanding patient forms on a daily, weekly, or custom time frame, all in one place.
  • Track the progress of your patient’s form completion.
  • Add custom branding to your forms.
  • Improve the form completion and signature process with dental providers being able to digitally sign off on forms.
  • Host forms on your website as well as your tablet, and send a unique link out to each patient via our 2-way chat.

 

Intiveo Forms Enhanced

Has everything included with Intiveo Forms
Essential, plus:

  • Seamless integration with supported PMSs to automatically update essential patient information in your PMS.
  • The ability to add completed forms as a PDF into supported PMSs for easy reference and record keeping.
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Start Using Intiveo Forms today!

Chat with one of our patient communication experts to add Intiveo Forms to your
Intiveo Software today!

Learn More

Are You Ready to Maximize Patient Engagement?

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Our team is ready to talk about how Intiveo can meet your practice’s needs and goals for patient engagement. Book a meeting today to speak with a member of our team.

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