Functional medicine intake

A fuller patient history, without a stack of paperwork.

Turn your functional medicine intake packet into a mobile-friendly experience that gives patients room to share their history and helps your team prepare for the first visit.

Your existing packet

Keep the questions you rely on.

Your practice has its own way of collecting a complete history. We help convert your existing intake forms and questionnaires into a guided mobile experience—while keeping the wording and PDF layout your team uses.

Completed answers and signatures return to the original PDF for your team to review.

History and symptoms

Give the whole story room.

Collect the history your practice asks for, from current concerns and prior treatments to family history, lifestyle, nutrition, sleep, and other questions in your packet.

Conditional follow-up questions can help patients focus on the sections that apply to them, without losing the detail your team needs.

Medication and supplements

Bring the details together.

Patients can photograph their medication and supplement bottles together to help create a list for your team to review. Include your practice’s questions about medications, supplements, and prior treatments alongside the rest of intake.

Questionnaires and consent

A complete packet for the first visit.

Combine your practice’s questionnaires, symptom histories, consent forms, policies, and signatures in one patient workflow. Keep your own forms and consent language, with provider countersigning where needed.

Patient experience

Make a long history easier to complete.

Patients can complete your forms on a phone, tablet, or computer before the appointment. Your team can review the finished packet and spend the visit discussing the patient’s concerns.

Photo capture

Collect the details patients have on hand.

Patients can use their phone to capture their insurance card and ID as part of intake. They can also photograph their medication and supplement bottles together to help create a medication list for your team to review.

English and Spanish

Intake in the language your patients use.

Support patients in English and Spanish as they complete their intake forms. We can discuss how to set up your practice’s packet for both languages while keeping the completed forms in your familiar PDF layout.

With or without an EMR

Your forms. Your records workflow.

Your practice doesn’t need an EMR to use EasyDocForms. Patients complete and sign their forms online, and your team can collect the completed PDFs in the original layout to review, download, and keep with the rest of the patient record.

If your practice uses an EMR, you can also use those PDFs with your existing records workflow. Integration options depend on your system, its version, and your practice’s setup—tell us what your team uses and we’ll discuss the available options.

Let's make your packet easier.

Send us the forms you use today. We'll discuss how to turn them into a mobile-friendly patient intake workflow.