How to create patient intake forms & dashboards

HIPAA-ready, zero coding

Still using paper forms or scattered PDFs for patient intake? It’s time to modernize.

In this 30-minute live webinar, we’ll show you how healthcare teams can use Formaloo to digitize their patient intake process — from form creation to a real-time dashboard that keeps everything organized and compliant.

You’ll learn how to:
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✅ Build secure patient intake forms with logic & conditional flows.
✅ Automatically route responses to your care teams.
✅ Display intake data in a live dashboard for faster decisions.
✅ Give patients secure access to their own records via a branded portal.

Whether you're a clinic, hospital, or private practice, this no-code workflow helps you reduce admin time and improve patient experience — all while staying HIPAA-compliant.

🗓️ Date: Thursday, June 12
🕙 Time: 10 AM EDT

🎯 Who should attend: Healthcare teams, practice managers, and patient intake coordinators.

✨ Bonus: Attendees will receive a ready-to-use “Patient intake workflow” template to implement instantly.

Join the 25,000+ businesses that use Formaloo every day

Patient forms and secure dashboards: Real life use case from Formaloo

Build a patient intake system that automates secure patient data collection, routes information to care teams, and displays real-time insights, all within a secure, easy-to-use dashboard.

Manage patient information securely

Discover how Formaloo helps healthcare teams manage patient information securely with role-based access, encrypted data storage, and HIPAA-compliant patient portals. See real examples of clinics and hospitals protecting sensitive records while ensuring seamless collaboration and regulatory compliance.

Send automated, custom emails

Learn how Formaloo lets you send automated, custom emails that keep patients and staff informed at every step. See real examples of healthcare teams delivering timely appointment reminders, approval notifications, and personalized follow-ups—saving time while enhancing communication.

Let patients log in to secure portal

Explore how Formaloo enables patients to securely log in to personalized portals, giving them easy access to their records and forms. See real examples of healthcare providers enhancing patient engagement while maintaining strict data privacy and HIPAA compliance.

Teams of all sizes use Formaloo to efficiently analyze data

Find out why 30,000+ businesses from more than 30 countries trust Formaloo to bring their team, tools, and data together in one place.

An award-winning platform

G2 reviewers love Formaloo - see why it's a leader in survey software!

#1 AI-powered survey maker

See for yourself how Formaloo's survey management platform can meet your business’s unique needs.

Eni Lea H.

Bolt Director of Marketing

Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients

Hermes L.

Barfoot & Thompson

I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients

Fred-Erik Piirmaa

Revolutionizing recruitment

Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.

Erik Wolf

Founder of the Culinary Travel Trade Industry

Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.

Alex Wong C.

JLL, Regional Business Manager

It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.

Nate H.

Bolt Director of Marketing

Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

Why choose Formaloo for patient intake forms and dashboards?

Formaloo offers a powerful, no-code platform that helps healthcare teams streamline and secure the entire patient intake process. With Formaloo, you can:
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✅ Build custom, HIPAA-compliant patient intake forms with conditional logic
✅ Automate routing of patient information to the right care teams
✅ Monitor intake data in real time with intuitive dashboards
✅ Provide patients with secure, branded portals to access their records
✅ Integrate seamlessly with your existing healthcare workflowsAll this helps reduce administrative burden, improve patient experience, and maintain compliance—without technical complexity.

Is this webinar suitable for beginners?

Absolutely! We'll cover concepts suitable for all levels, from beginners to advanced users.

Will there be a recording available?

Yes, all registrants will receive a recording of the webinar along with helpful resources.

Do I need to be a Formaloo user to benefit from this webinar?

While being a Formaloo user will allow you to immediately apply what you learn, the concepts we'll discuss can benefit anyone interested in workflow automation.

How do email notifications work in Formaloo?

You can set up email notifications to alert you and your users upon form submission. These notifications can include personalized messages with custom templates and attached PDFs generated from the form responses. You can set up custom SMTP for your custom emails.

How to make documents legally-binding?

You can add an extra layer of trust to your transactions. Add email verification field to ensure security. For patience consent forms, contracts, agreement forms, NDAs, and more—make it official with just a few clicks. Then email the contract to all parties involved.

Is Formaloo GDPR compliant?

Short answer is YES. Please read our special GDPR FAQ right here.

Is technical expertise required?

Short answer is NO. Formaloo is designed to be easy-to-use, super user-friendly, making building powerful healthcare tools accessible to everyone, regardless of technical background. Drag, drop, and customize without coding.

Can I have all of my data in my own server and database?

Yes. With Formaloo Enterprise (Self-Hosted) you can have a full version of Formaloo on your own servers. Please contact us for more information on this part.

How to create patient intake forms & dashboards

Join the 25,000+ businesses that use Formaloo every day