HIPAA-Compliant Online Forms Built for Healthcare

With PlatoForms’ robust platform, achieving HIPAA compliance is effortless. From automatically encrypting form data to securing electronic signatures, your patients’ health information remains confidential and safeguarded, ensuring compliance with ease.

Upload your patient intake PDFs and watch AI automatically scan, recognize and map every field—checkboxes, signatures, text boxes, dates, dropdowns—in minutes, not hours. Our intelligent field detection preserves your practice branding, legal language, and clinical protocols exactly as designed. Zero coding required, full compliance automatic.

Starting from scratch? Choose from pre-built healthcare templates or simply describe what you need in plain language, our AI form generator instantly builds a complete, structured form with HIPAA-compliant settings.

With our online forms, patients can easily schedule appointments, update their medical history, or register as new patients from anywhere, on any device—automating your new patient paperwork to save time and reduce administrative costs. Minimize no-shows by sending appointment forms that double as confirmations. Set up automatic reminder emails at 1 day, 3 days to trigger reminders whenever appointments are booked. When patients complete intake forms before arriving, they’re 30% more likely to show up, keeping your schedule full and your practice running smoothly.

PlatoForms integrates with your existing tools. Automatically save completed forms to cloud storage (Google Drive, Dropbox, OneDrive, Box) organized by patient name and date.
Embed online payment forms directly into your website and integrate with payment processors like Stripe, enabling patients to pay bills conveniently and securely.

Long intake forms on small screens overwhelm patients. They abandon mid-form or skip sections. Conversational forms present one question at a time—like a friendly chat, not a government document. Patients complete forms 40-60% more often, and your team gets complete data instead of half-filled clipboards.

Prior authorizations and referrals usually pass through front desk → nurse → physician → billing. Paper forms are slow and error-prone. With PlatoForms workflows, each person sees only their section—nurses handle intake, physicians sign clinical fields, billing handles payments. Automatic notifications and reminders keep the process moving, everyone works in the same secure form, no ‘Who has the latest copy?’ chaos.

New patients need multiple forms: intake questionnaire, HIPAA authorization, financial policy, treatment consent. With PlatoForms Master Forms, they fill out one screen. PlatoForms generates all four completed PDFs instantly, bundled and ready for the chart. No more ‘Which form didn’t they sign?’ No more calling patients back. Your front desk gets a complete package every time.

Not every patient needs every question. Conditional logic shows or hides sections based on answers—if a patient says “No” to medications, follow-up dosage fields disappear. Fields are required only when relevant—insurance details required if billing insurance, optional for cash. Responses can even redirect different confirmation pages: urgent symptoms → “Call us immediately,” routine follow-up → “We’ll see you Thursday.” Smarter forms mean less frustration and more complete data.

Use Zapier, Make, or Pabbly to build custom workflows—send Slack notifications for urgent forms, add responses to Google Sheets, create tasks in your project management system. For direct EHR integration, use our webhook API to push data automatically. Export to CSV, JSON, or PDF anytime for manual import.

You stay fully flexible. Give patients tablets in the waiting room—they fill out forms like a clipboard, but the data goes straight into your system. Need paper? Print PDFs. Want patients to start at home and finish in-office? Enable save-for-later. For events like vaccination clinics, set submission limits and automatically redirect to a waitlist when full. PlatoForms works the way your patients do.

When an auditor asks, “Has Mrs. Johnson’s consent form been received?” you need instant answers. PlatoForms keeps comprehensive activity logs for every interaction—including emails sent, email addresses, and manual submission deletions. Consent forms come with signature certificates documenting exactly when patients signed, along with PDF and other attachments. During HIPAA audits, you can produce full documentation in minutes instead of hours. All logs are encrypted and access-controlled, automatically meeting Security Rule requirements.