Don't let admin costs eat 25% of your revenue. Get a free consultation →

Patient Intake & Forms Collection

Patient Access

✓HIPAA CompliantReal-Time SyncNo-Code Setup

Digital Patient Intake, Fully Automated

Automate the entire patient onboarding journey — from digital form distribution to data capture and EHR synchronization.

148+

Integrations

Connected Agents

24/7

Availability

Start for Free

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Patient Intake & Forms Collection Works

New appointment created in EHR triggers Cevi workflow

AI agent sends SMS + email with personalized intake form link

Patient completes demographics, medical history, insurance, and consent forms on mobile

AI validates all fields — flags missing data and sends targeted reminders

Completed data auto-syncs to EHR patient chart

Front desk receives 'intake complete' notification — patient check-in takes 30 seconds

Try it

48 hours before appointment, AI checks for stale data (address, insurance, meds)

Patient receives targeted update form with only changed/expired fields

AI compares submitted data against existing record and highlights changes

Staff approves changes or AI auto-applies based on confidence threshold

Updated record ready before patient arrives

Try it

Integration capabilities

Cevi can read 5 data types and write 7 data types for Patient Intake & Forms Collection

Patient demographics

read

upcoming appointments

read

existing medical history

read

insurance on file

read

provider schedules

read

New patient records

write

updated demographics

write

medical history entries

write

allergy lists

write

medication lists

write

insurance information

write

consent form attachments

write

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Patient Intake & Forms Collection connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Alleva

EHR & Practice Management

BestNotes

EHR & Practice Management

CentralReach

EHR & Practice Management

CureMD

EHR & Practice Management

Healow

EHR & Practice Management

Jane

EHR & Practice Management

Build your Patient Intake & Forms Collection automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Patient Intake & Forms Collection

Cevi connects with JotForm, Typeform, IntakeQ, Phreesia, Zentake, Google Forms, Formstack, and more. Forms can also be built natively within Cevi's form builder.

Yes. Cevi's AI agent can send forms in the patient's preferred language and translate responses back to English for the clinical record.

The AI agent sends up to 3 progressive reminders via SMS and email, escalating to a phone reminder 24 hours before the appointment if forms remain incomplete.

Absolutely. All data transmission is encrypted end-to-end, forms are served over HTTPS, and Cevi maintains a signed BAA with every integration partner.