Forms

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 a guest form – Share a link or embed public forms for people who are not yet clients. Submitted guest forms automatically create new client records.