Zocdoc Intake is a free, easy-to-use tool that collects your forms, insurance cards and IDs online from all patients, even those who call to book. Save ~15 minutes in administrative work per patient.
Improve patient flow
Keep your office running on time. Having patients fill out intake beforehand means less time they spent in the waiting room.
More accurate intake forms
Online intake reduces errors from manual data entry and guesswork, so you get fewer unprocessed claims.
Great patient experience
Give your patients the choice to complete their intake on any device, at their convenience.
“We were able to quickly and easily onboard our staff onto Intake at all 4 of our locations. Our staff was excited to save time by getting intake ahead of the appointment. Best of all, it's free.”
Brian Moore, Operations at Texas Skin Center
“Intake has increased patient commitment. The automated reminders and the convenience of a digital intake process means patients are more likely to complete forms beforehand and come to the appointment.”
Sheila Reilley, Office Manager at Allergy & Asthma Care
“Our front desk staff is more productive and patients can see providers sooner. Patients no longer need to wait in the waiting room, saving them at least 20 minutes in the office.”
Jimmy Kallikadan, CEO at Health + Grow
“I can never go back to not having intake. 2x more patients are filling out intake forms now prior to the appointment. Getting the paperwork beforehand saves you time, and there are fewer mistakes!”
Dr. Kenneth Meisler, Podiatrist at Sports Podiatry
15min
saved in administrative work per patient on average
65%
of new patients complete forms prior to appointment
Get started quickly
Upload your office intake forms, and we’ll have them ready to use in a few days. It’s that simple!
Upload forms
How Intake Works
Request patient forms, insurance and ID cards via text message or email from all patients, even those who call to book
Send requests from Intake to all of your patients – they don’t need a Zocdoc account to complete your forms
Patients booking through Zocdoc can automatically receive your requests
Use your own office forms
We’ll create digital versions of the same forms you use in the office for patients to complete from any device
Set different requests for your new and existing patients
Request only what you need so you are not asking existing patients for duplicate forms
Automatically reminds patients to complete their requests
Reminders are sent 48 hours, 24 hours, and 90 minutes before an appointment
Easily download patient submissions and upload directly into your EHR
Get digital versions of forms, insurance and ID card images to upload directly into your EHR
Frequently Asked Questions
How much does this cost?
Intake is a new free tool that is included as part of your Zocdoc account. There is no additional charge for collecting insurance and ID cards, and your office forms from all of your patients.
Can I use my own office forms?
Yes! Send us your forms and we can create digital versions of the forms you are using in your office. Intake supports medical history, demographic, and consent forms, including forms with e-signatures.
Can I send requests to all of my patients, even those who call to book?
Yes! You can request patient forms, insurance and ID cards from all of your patients, including those who call to book. Patients booking on Zocdoc will be sent your requests automatically. Patients do not need a Zocdoc account to complete their forms.
Can patient responses integrate with my EHR?
Not at this time. However, you can download patient submissions and save it to your existing EHR, making your entire intake process paperless.
How long will this take me to implement?
Submit your forms and sit back. We make digital copies of your office forms within 2-5 business days. You’ll see the Intake tab in your Zocdoc account and will be able to start sending intake requests to patients. We automatically send patients booking on Zocdoc your request at time of booking.
Does this work with my existing patient communications tool?
Yes! You can include your practice's unique link in your existing communications with patients.
The providers in my office use different forms. How many sets of forms are supported by Intake?
We currently support one set of forms from each practice.
Do you support multi-language forms?
Only forms in English are supported at this time.
Upload your forms
Just upload your office intake forms, and we’ll take care of the rest.
Get started