Intake offers a free and simple way of collecting your practice forms from all your patients—even those who don't book online and even those without a Zocdoc account.

With Intake, patients can fill out all your office forms online before their appointment. Upload your demographic, medical, consent, and custom forms through your provider dashboard, and we’ll create a digital version that you can send to patients to easily complete. Once your patients submit their forms, you will receive completed versions of the forms you uploaded.

Navigate to your Intake settings by clicking on the provider name in the top right of your Zocdoc account, opening Settings, and then selecting the Intake tab.

Next, click on Forms on the left. From there, click on Upload forms and follow the instructions.

In the future, if you'd like to upload another form, click on New form on the left and follow the instructions.

Add a note to your form to let the Zocdoc team know which forms you would like to be marked required for patients to complete. You can also communicate other specific details about what you’ve uploaded to our team.

Select the type of form you're uploading. Select Custom form if you'd like to write a custom name (e.g., HIPAA Consent Form or Insurance Form). This is the form name that patients will see.
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Note: There is no limit to the number of custom forms you can upload and use.

Select Submit forms and we'll let you know when your forms are ready to use. Forms are typically processed in 2-5 business days.

As soon as the form is finished processing, it will be automatically sent to your patients. Be sure to select which patient types you would like to send it to. You can stop sending this form at any time by toggling the form "off".
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After your forms are processed, we’ll send you a QR code to your practice’s unique link for you to print out for your patients in the office. We recommend putting it at your front desk so patients can fill out their forms on their phone while they wait.

You can preview the fields your patients will be asked to complete so you can get a better picture of their experience, and you can confirm that everything looks good. To do so, click Preview form for the form you'd like to view. From there, you'll be able to preview what patients will see when they are sent your form.
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You can submit a request to Zocdoc to change your form fields, and our team will update your forms in 1-3 business days. Click on the form you'd like to make edits to on the left. Then, click Request updates.

From there, you can make any of your fields required for patients to fill out and request other modifications (i.e. changing a field name) by writing in additional comments in the text field. Once you've made all of the changes you want, select Submit.

After you submit, your form update request will be marked as "Updates pending." The status will change to "Updates complete" when your requests have been applied. If our team has additional questions or cannot make the requested changes, you will receive an email with next steps.

If you need to delete your form, simply click the 3 dots next to the form.