Learn how to send and share digital forms with clients and guests.
Give clients and new visitors a simple way to complete intake, consent, screening, and other required forms. Caspen forms help reduce admin work by letting clients submit information online, ensuring your team receives accurate details before appointments and keeps records organized.
Use forms to streamline onboarding, gather clinical information, and manage referrals, all without paper or manual data entry.
Get started with Forms
Send a client form – Send forms directly from a client profile so clients or contacts can complete them before or after an appointment.
Share an intake form – Intake forms are public-facing forms that can be shared externally or embedded on your website, allowing prospects to submit their details and automatically create a new client record.
