Orthopedic patient intake

Complex orthopedic intake, made easier for patients.

From spine and extremity histories to surgical consents and injury paperwork, turn the forms your practice already uses into a mobile-friendly intake experience—and receive the completed packet in your original PDF layout.

Your existing forms

Keep the packet your practice knows.

Your intake packet reflects the questions, consents, and workflow your team has developed over time. We help convert those existing forms into a guided experience patients can complete on a phone, tablet, or computer.

When the patient finishes, the answers and signatures are returned to the original PDF layout—so your team can review the document it already recognizes.

See how PDF intake works

Extremity and spine

Get a clearer picture before the visit.

Gather the details an orthopedic team needs to prepare: the patient's area of concern, symptoms, prior treatment, medications, and relevant history. Interactive body diagrams give patients a way to show where they hurt.

Conditional questions can follow the patient's answers, helping each person see the sections relevant to their visit rather than an undifferentiated stack of pages.

Outcome assessments

Include the measures your team already uses.

Bring functional questionnaires into the same intake experience as the rest of the packet. Whether your practice uses spine or extremity assessments, we can discuss how to incorporate your existing instruments and preserve their wording and response choices.

Completed responses can be returned with the rest of the patient's paperwork for staff review.

Personal injury & workers' comp

Ask the right questions for the case.

Injury cases often require information beyond a standard new-patient history. Organize the questions and documents your practice needs around the patient's situation.

  • Mechanism and date of injury, symptoms, and treatment history
  • Claim, employer, insurance adjuster, and attorney information when applicable
  • Body-region symptom capture and outcome assessments
  • Conditional sections for personal injury and workers' compensation workflows

Explore the PI and workers' comp use case

Surgical forms and consent

Bring signatures into the same workflow.

Convert your practice's existing surgical paperwork, treatment consents, office policies, and other forms into a patient-friendly packet. Patients can review and sign electronically, with provider countersigning where needed.

Your practice retains its own forms and consent language; completed documents return in the familiar PDF format.

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.

Want to see a patient experience? Our demos include a neurosurgery packet with surgical history, imaging, pain diagrams, medications, and signatures.

Explore live intake demos

Let's make your packet easier.

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