Patient intake software for the desk that still hands out a clipboard
Clipboardo takes the patient and client intake you run on paper today and runs it digitally: the same questions, answered before the visit, checked as they arrive, and filed against the person. Free intake templates and checklists work their own figures on the page. Clipboardo Pro files every submitted intake as a record with a status, from received to accepted.
The intake, off the clipboard
Everything the paper intake does, done before the patient reaches the desk: answered at home, checked as it arrives, filed against the person, ready for the first appointment.
The intake as a record, not a pile of paper
- The form is answered at home, not in the waiting room. The patient or client answers the same questions the clipboard asks, before they arrive. The front desk stops deciphering handwriting at nine in the morning, and the first appointment starts on time because the paperwork is already in.
- Every intake lands as a record with a status. Each submission files itself against the person it came from, marked received. The desk works one list: review it, chase what is missing, accept it. Nothing lives in a scanning tray and nothing gets re-keyed into a second system.
- The paperwork renders itself from the record. Accept an intake and its documents come out of it: the completed form, the registration summary, your name and logo on top. Print it, send it, export the lot. The record stays; the paper is just a view of it.
The free tools
Every template and checklist on this site works on the page, free, with no account and no trial clock. They are the intake itself: what a patient registration collects, what a legal client intake gathers before the conflict check, and what the paper version of all this is costing your front desk. The free version is the whole worksheet; the paid plan is about keeping what comes back: each submitted intake filed as a record with a status.
- Online patient intake forms: Price the paper: new patients a month, minutes per paper intake, your desk rate and the chase share, worked into the monthly and yearly cost of running intake on a clipboard.
Clipboardo Pro
The template is free. Pro is what happens after someone fills it in: the intake lands as a record with a status, nothing gets re-keyed, nothing sits in a scanning tray, and the day's new arrivals are one list the front desk can actually work. Clipboardo Pro is $54.90 per month for your whole practice, billed monthly.
