Client intake and treatment consent, before the appointment.
Documentas lets practices send the client a link with the booking: they fill in their history, accept the treatment terms and sign the consent on their phone before they arrive.
The clipboard in the waiting room.
Before a treatment, a practice needs the client’s details, their history, their acceptance of the treatment terms and a signed consent. On a clipboard it delays the appointment, the handwriting is hard to read, and someone types it up afterwards.
With Documentas the client does it at home from the booking confirmation. The answers and the signed consent are ready before they sit down.
The documents, who fills and who signs
| Document | Filled in by | Signed by | How it works in Documentas |
|---|---|---|---|
| Client intake | Client | Client | History, current medication and contact details as fields |
| Treatment terms | Client | Accepted as a review document | Acceptance recorded with time and IP address |
| Treatment consent | Client (details from the intake) | Client, optionally the practitioner | Generated from the answers and signed on submit |
| Cancellation policy | Client | Accepted as a review document | Shown before the questions |
A physiotherapy first visit, ready before it starts
- At booking: the confirmation email carries the intake link.
- At home: the client accepts the treatment terms and the cancellation policy, then enters their history and current medication.
- On submit: the treatment consent is generated with their details and they sign it on their phone.
- At the appointment: the physiotherapist opens the submission and reads the answers before the first question.
Sound familiar?
| The problem | With Documentas |
|---|---|
| “Clients fill in forms on a clipboard in the waiting room.” | A link with the booking: history, terms and consent done before they arrive. |
| “We retype intake forms.” | Answers are saved with each submission and fill the consent document. |
| “We need proof the client accepted the terms.” | Each acceptance recorded with time and IP address. |
Set it up the way it’s used
Ask only what you use
Collect the history you actually read before a treatment. A shorter form gets finished.
Terms before questions
Attach the treatment terms and cancellation policy as review documents, so they are accepted before any answers.
Restrict who can read
Give reception the Viewer role and practitioners the Member role, so access matches the job.
Check your sector’s rules
Health data has its own rules in many countries. Check them before collecting medical details.
What makes it work
Forms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreRecords and security
Audit log with time and IP, encrypted storage of signed PDFs, automatic signature checks and deletes that keep the record.
Read moreQuestions people ask
Keep reading
Consent forms
Parental, photo and treatment consent collected by personal invitation and signed.
Read moreSecurity and data
ISO/IEC 27001:2022, hosting in the US, the EU or Australia, encryption, audit logs, retention, GDPR roles and sub-processors.
Read moreForms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreSee it with your own documents.
Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.
A 15-minute video call. Bring the form or contract you use today.