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Collect patient information and forms

Give your team a clearer start before the patient arrives.

Send patient forms digitally, follow their completion, and bring the information your team needs into the preparation for care.

01Choose your forms
02Send to the patient
03Follow completion

From your team to the patient’s device and back to your records.

Why it matters

Preparation starts with information.

Consent forms and patient instructions are part of the work surrounding a procedure. Digital delivery gives patients a way to complete forms on their own device and gives your team visibility into what is still outstanding.

In practice

What this makes possible.

Send the right forms

Choose the custom consent or patient instruction forms for an appointment and deliver them by email, text, or QR code.

Meet patients on their device

Patients can complete forms on a phone or computer, or use an office tablet in person.

See what is complete

Follow patients’ progress so staff can identify outstanding forms before the procedure.

Take a closer look

Keep the handoff between patient and team clear.

A digital form is useful when it supports the next step in the workflow. Your team can check completion, download signed forms, and save them with the patient’s records. Patients can also keep a copy for themselves.

Explore Patient Forms

The workflow

From appointment to completed forms.

  1. Choose

    Select the forms relevant to the patient’s appointment.

  2. Deliver

    Send a link by email or text, or provide a QR code for access.

  3. Review and save

    Check completion and download the signed forms for your records.

The products behind the solution

Find the right pieces for your workflow.

Xchart Suite

Explore the software connecting patient preparation with anesthesia documentation.

Explore Xchart Suite

Patient Forms

Learn about digital forms, delivery options, and the patient experience.

Explore Patient Forms

Already using Xchart?

Put it into practice.

Want to improve how your practice sends and tracks forms? Review the forms workflow or talk with our team about your setup.

Keep exploring

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