Smart Forms & Intake

Documentation that writes itself and flows into billing.

Capture information once. Let it carry through the visit. Walk away with a completed chart and a ready-to-send invoice.

Jordan Rivera
34 F · Visit · Oct 14 · 11:30
ChartSOAPPhotosBilling
Always visible
AllergiesPenicillin
MedicationsLisinopril 10mg
Medical historyHypothyroid, 2019
S

Here for Botox touch-up. No new concerns; happy with last result.

O

Forehead + glabellar mild movement. No bruising.

A

Returning for scheduled injectables.

P

Botox · 40 unitsGlabellar + forehead

SignedDr. Patel
LiveRecording · 04:12

Dr. Patel:Okay, doing 40 units of Botox today, splitting between glabellar and forehead.

Patient:Sounds good. Same as last time?

Dr. Patel:Yep. Any bruising afterward, ice it. I’ll note that in your chart.

Invoice · draft
#00184
  • Botox · 40 units$480.00
  • ConsultationIncluded
Total$480.00
Send invoice
Capture once

Capture it once. Never ask again.

Forms collect everything before the visit and carry it forward automatically, so providers never re-enter or re-ask.

New-patient intake
7 fields · Auto-link to chart
Short text
Full name
Dropdown
Gender
3 options
Multi-select
Allergies
→ Chart · Allergies
Multi-line
Current medications
→ Chart · Meds
Checkbox
Medical history
→ Chart · History
Signature
Consent
+ Short text+ Dropdown+ Signature+ Photo upload
Reviva
Step 3 of 5

Any allergies?

PenicillinLatexSulfaNone+ Other
Continue
Always visible

The details that matter are always in front of you.

Medical history, allergies, and medications stay visible inside the chart for every visit.

Jordan Rivera
34 F · Visit · Oct 14 · 11:30
ChartSOAPPhotosBilling
Always visible
AllergiesPenicillin
MedicationsLisinopril 10mg
Medical historyHypothyroid, 2019
S

Here for Botox touch-up. No new concerns; happy with last result.

O

Forehead + glabellar mild movement. No bruising.

A

Returning for scheduled injectables.

P

Botox · 40 unitsGlabellar + forehead

SignedDr. Patel
Follows the patient, not the form
Built for real treatments

Charts that match how you actually practice.

Everything from SOAP notes to injections, settings, photos, and signatures lives in one place, built for real workflows.

Jordan Rivera
34 F · Visit · Oct 14 · 11:30
ChartSOAPPhotosBilling
Always visible
AllergiesPenicillin
MedicationsLisinopril 10mg
Medical historyHypothyroid, 2019
S

Here for Botox touch-up. No new concerns; happy with last result.

O

Forehead + glabellar mild movement. No bruising.

A

Returning for scheduled injectables.

P

Botox · 40 unitsGlabellar + forehead

SignedDr. Patel
AI Scribe

The chart builds itself while you treat.

No typing. No catching up after. The conversation becomes structured documentation in real time.

See the full AI Scribe →
LiveRecording · 04:12

Dr. Patel:Okay, doing 40 units of Botox today, splitting between glabellar and forehead.

Patient:Sounds good. Same as last time?

Dr. Patel:Yep. Any bruising afterward, ice it. I’ll note that in your chart.

Jordan Rivera
34 F · Visit · Oct 14 · 11:30
ChartSOAPPhotosBilling
S

Here for Botox touch-up. No new concerns; happy with last result.

O

Forehead + glabellar mild movement. No bruising.

A

Returning for scheduled injectables.

P

Botox · 40 unitsGlabellar + forehead

Billing moment

What you say becomes what you bill.

Say “40 units of Botox” and it’s already in the chart and ready for the invoice. By the time the appointment ends, everything is done.

Step 1
Chart
PlanSOAP · P
Botox · 40 units
Glabellar + forehead
Step 2
Billable items
Botox · 40 units
40
$480.00
Consultation
1
Included
Auto-populated from chart
Step 3
Invoice
Invoice · draft
#00184
  • Botox · 40 units$480.00
  • ConsultationIncluded
Total$480.00
Send invoice
Workflow

One continuous system.

Forms, charts, and billing are not separate steps. They move together so your team doesn’t have to.

Form
Intake · 7 fields
Chart
SOAP · Allergies · Meds
AI Scribe
Transcript → structured
Invoice
$480 · draft

Built for providers who don’t have time to document twice.

See how Smart Forms capture the right information once and keep it working everywhere it’s needed.