Forms let you send intake and clinical questionnaires clients complete online before they arrive, with responses flowing straight into the client record so nothing is re-keyed and no session starts with a clipboard.
Start every session ready
Collect intake up front.
Clients complete forms in their own time before the first appointment, so sessions start on the real work.
Straight into the record.
Responses land in the client file automatically, with nothing to re-type from paper.
Send the right form every time.
Assign forms by service or pathway so clients only ever get what's relevant.
Less admin at the front desk.
Reception stops chasing paperwork and re-keying answers into the system.
One flow instead of paper and re-keying
- ✕Paper forms filled in the waiting room
- ✕Answers re-typed into the system
- ✕Chasing missing information
Built for how you work
New-client intake
Turn first contact into a ready-to-go client file before the session.
Reception
Stop re-keying paperwork and chasing incomplete forms.
Clinicians
Walk into the first session already knowing the background.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
Do clients need an account to complete a form?
No. Clients complete forms from a secure link, and responses flow into their record without any login friction.
Can I use different forms for different services?
Yes. You can assign forms by service or pathway, so clients only receive what's relevant to them.
Where do the answers go?
Straight into the client record, so there's nothing to re-type and nothing lost between paper and system.
See intake that's done before day one
A 20-minute walkthrough of forms in Base.
