Tired of juggling patient paperwork across PDFs, emails, and spreadsheets? You’re not alone.

Healthcare teams often deal with scattered appointment requests, insurance checks, and follow-up note making compliance and efficiency difficult.

But what if you could manage the entire intake workflow in one secure portal with - no code and full HIPAA compliance?

That’s exactly what we built live in our latest webinar. In this post, we’ll walk you through the step-by-step setup so you can build your own secure, streamlined patient intake system without needing a developer.

Why build a patient intake system in Formaloo?

Because it’s simple, scalable, and secure. With Formaloo, you can:

• Create branded, mobile-ready appointment forms
• Automatically verify insurance and update statuses
• Store doctor notes and treatment records privately
• Let patients securely log in and view their own data only
• Trigger logic-based workflows with no integrations
• Ensure HIPAA compliance without custom development

The system built live required zero external tools. Everything—from form logic to patient portals—was created natively inside Formaloo, removing integration risks that often complicate HIPAA compliance.

🧭 What’s the patient intake workflow like?

• When a new appointment is requested → notify the clinic team.
• If insurance is approved → update status and assign to a doctor.
• If insurance is rejected → send a follow-up email to the patient.
• When appointment is scheduled → auto-send confirmation with date/time.
• After visit is complete → doctor fills out encounter form and signs it.
• If prescription is marked “Ready” → notify the patient via email.
• At every stage → patients can log in to view only their own status and records.

Patient intake approval workflow

Start now with a template that is made for you.

So here's how you build this workflow:

Step 1: Build an appointment booking form

Start by creating a “Medical Appointment Booking” form. Add fields like:

• Reason for visit (Annual Checkup, Urgent Care, etc.)
• Insurance provider and policy number
• File upload for insurance card
• Emergency contact info
• Digital signature to verify consent

Remove the “Name” field from the form entirely. Why? Because the patient’s name and email are automatically captured from the portal’s user profile -helping ensure cleaner, validated records.

Use conditional logic to dynamically show follow-up questions based on visit type (e.g. show “symptoms” if they select “Urgent Care”).

🙌 Need help customizing it? We have a database of certified partners who can build it for you. Just fill out the request form, and we'll be in touch with you.

Step 2: Automate staff and patient notifications

Set up logic rules to:

• Notify your team when a new appointment request comes in
• Send a confirmation email to the patient
• Attach a PDF summary of the submission to internal emails
• Alert doctors once insurance is verified

You can even customize email templates using the fields and answer pipe their values in the email like @name.

Pro Tip: Always use "admin-only" fields for internal statuses and notes. These won’t appear on the public form but are essential for tracking workflows behind the scenes.

Learn how to build an approval form or send logic-based email notifications.

Step 3: Use a Kanban board to track status

Formaloo’s kanban view lets you manage each appointment request visually with drag-and-drop ease.

Typical statuses:

• Submitted
• Insurance Approved
• Insurance Denied
• Scheduled
• No Show

Each “card” includes appointment info, doctor assignments, dates, and time—all editable inline.

You can add logic to automatically assign a doctor or trigger an email to the patient when the status changes (e.g., “Scheduled”).

Step 4: Build a secure patient portal

Once your form is live, transform your dashboard into a portal in just a few clicks.

In the portal:

• Each patient sees only their own data
• Profiles are auto-created upon form submission
• Insurance files, treatment records, and past visits are organized by patient
• You can manage access per page (e.g., allow only logged-in users to view diagnoses)

When a patient logs in, their full profile is displayed with emergency contact info, insurance details, and even an uploaded insurance card—streamlined into one view.

Learn how to create a portal and manage access in minutes.

Step 5: Capture and deliver doctor notes

Add a separate Doctor Encounter Form to log:

• Date of visit
• Symptoms and diagnosis
• Treatment or prescription
• Signature
• Status (e.g., "Prescription Ready")

Then, create a patient-facing page where patients can view only their own treatment records.

Doctors can sign their notes digitally and select the assigned patient from a dropdown. This allows the form to remain clean, while automating record linkage and keeping everything secure.

Step 6: Make it smarter with advanced blocks

To further improve the system, you can:

• Add AI-powered charts (e.g. “Most common visit types”)
• Create a downloadable resource gallery (e.g. consent forms)
• Use webhooks or Zapier to integrate with your internal tools (optional)
• Allow patients to edit appointments with audit logs

Formaloo is developing “form-level profiles” so each standalone form can automatically track user data - making portals optional for lighter use cases.

Customize your patient intake dashboard

Whether you’re a solo practitioner, a group clinic, or a hospital network, this dashboard becomes your secure hub for managing patient appointments, insurance verification, and treatment records - fully branded, fully automated, and fully yours.

Easily set up your brand colors, logo, and name to customize your forms & patient intake dashboard. Make sure to read our portal customization guide. You can even customize your charts and their colors.

How to implement AI into your patient intake workflow

Formaloo AI helps you streamline patient care and identify operational improvements without lifting a finger.

With Formaloo AI, you can:

• Instantly analyze the most common reasons for visits.
• Identify bottlenecks in your intake or approval flow.
• Automatically summarize patient concerns and suggest next steps.

Want to get more advanced? You can create dynamic intake forms with conditional follow-up questions, use logic-based alerts for high-priority cases, or embed patient satisfaction surveys with automated summaries

Pro tips & common mistakes

✅ Pro Tips:

• Use email verification to make e-signatures legally compliant.
• Always apply “user filtering” to patient-facing tables and pages.
• Set default values for status fields to prevent logic breaks.
• Organize doctor-only pages and patient pages into separate groups in the portal.

❌ Avoid these mistakes:

• Don’t forget to mark internal fields as “admin-only.”
• Never send sensitive data in notification emails, keep them alert-based only.
• Don’t allow patients to view unfiltered tables, filter all data by user ID.
• Avoid launching without testing the portal from a real user’s perspective.

Ready to get started?

Here’s what you can do next:

• 🧩 Use the pre-built HIPAA intake system template
• 🎥 Watch the full walkthrough webinar here
• 🤝 Book a live demo with our team
• 🏥 Explore Formaloo’s HIPAA-compliant Enterprise plans

Why Formaloo?

Formaloo isn’t just a form builder—it’s your no-code operating system for healthcare. Whether you’re managing five patients or five hundred, you can handle intake, insurance, scheduling, treatment, and follow-ups in one secure portal.

HIPAA-compliant. Fully customizable. Zero code.

👉 Start for free at Formaloo.com — and as we always say in our community:

Happy Formaloo-ing! 🎉