Forms & Consents— Finished Before the Visit
Build beautiful intake, exam, and consent forms in minutes. Auto‑send them from reminders or booking, capture e‑signatures, and let patients pick up where they left off—so providers get what they need before the visit.
Build. Send. Sign. Sync.
Templates, rich inputs, and e‑signatures—plus kiosk & family workflows, conditional logic, tokens for personalization, and automatic chart sync.
Spin up forms in minutes using your Template Library or borrow from Community Sharing (copy, tweak, publish). Organized folders and favorites make it easy for staff to find the right form fast.
From signatures and date pickers to pain/body diagrams, scales, grids, and even embedded video for pre‑visit instructions—forms look clean on phones and tablets and save directly to the submission.
If a patient starts at home and pauses, Atlas remembers progress. Hand them a tablet at check‑in and they continue from the last field—no duplicates, no frustration.
Attach the right form to the right moment—new‑patient intake, exam updates, post‑visit surveys. Trigger via reminders/recall or insert into online booking flows; secure links prefill with tokens.
Drop a form link token into SMS/email templates alongside name, provider, date, and location. Update once; every campaign and blast inherits the change.
Use the Forms Portal on a tablet for in‑clinic completion and Family/Group check‑in to keep multi‑member visits moving quickly.
Submissions land under the patient’s Forms tab. Need to re‑link or re‑send? Do it from the profile in seconds; print or download if needed.
Show or hide questions based on answers, split long forms across pages, and keep branding consistent. Printing defaults (e.g., hide unanswered) are configurable.
Generate neat PDFs or export submissions in for audits—digital convenience with a clean paper trail when you need it.
Form outreach respects messaging consent and unsubscribe states across Atlas, so your processes stay aligned with HIPAA/PIPEDA/GDPR workflows.
Use Cases How Clinics Put Forms to Work
See how Atlas digital forms simplify real‑world workflows
from intake and exams to ongoing care, surveys, and compliance.
New‑Patient Intake
Send at booking; finish at home; complete the rest on a kiosk with Form Memory. Providers have the data before the visit.
Exam & Progress Updates
Use diagrams, scales, and multi‑page logic; trigger messages at key visit counts so clinicians see trends at a glance.
Consents & Policy Updates
Push updated consents with e‑signatures ahead of time or capture in clinic; signed copies are stored with the profile.
Post‑Visit Surveys
Short surveys keep feedback flowing; send times and tokens maintain response rates without spamming.
FAQs
Intake, exam updates, progress re‑evaluations, consent & policy acknowledgments, outcome surveys, ROS, pain scales, body charts, and referral/intake packets—each with e‑signature and rich inputs (dates, sliders, media). Forms look clean on phones, tablets, or kiosk.
No. Patients open a secure link from a reminder, recall, booking, or a kiosk and complete/sign without a login. The submission auto‑attaches to the correct profile.
If a patient starts at home and pauses, Atlas remembers progress. Hand them a tablet at check‑in and they continue from the last field—no duplicate entries.
Yes. Trigger forms from reminders/recall or insert them into your online booking flow, with tokens that prefill patient and appointment details.
Use Family/Group check‑in to collect per‑member forms quickly on one device—great for pediatrics, rehab, and multi‑patient households.
Absolutely. Apply your colors/logo and use conditional logic to show or hide questions so forms stay short and relevant.
Staff can re‑link or re‑send from the patient profile in seconds, and update the chart attachments without losing the original submission.
Generate neat PDFs (with options like “hide unanswered”), or export submissions in bulk to spreadsheets for audits.
Learn about our Online Booking and how it can help you.
Learn MoreWe’re Atlas “born and raised in Northern Ontario, Canada 🇨🇦” and we’ve been expanding our presence nationwide and globally ever since. Our story started back in 2004, when a single chiropractic office couldn’t find software that met its needs. So we built one ourselves, weaving together scheduling, notes, check-ins, and patient education. Turns out, we weren’t the only ones looking for a better way - another office saw our innovative paperless system and asked to use it. That was all it took. The first employee was hired, Atlas Software was born, and the rest is history!
Today, we have thousands of users in more than 27 countries, and we’re still growing. Our success lies in our Canadian knack for genuine service and the good faith of our customers, who we love to support. Along the way, we’ve kept true to our core values!
