MeetAxle’s Forms feature redefines patient intake and documentation by replacing paper-based workflows with a fully digital, automated process. Instead of handing out clipboards at the front desk, practices can digitally collect patient information before the appointment. Forms are automatically triggered based on appointment type—whether it’s a new patient exam, follow-up treatment, or hygiene visit—ensuring patients receive only the forms relevant to their care. The platform also groups forms intelligently so patients can complete everything in one go, while the system categorizes responses and directly syncs data into the PMS. This eliminates manual entry, reduces errors, and shortens wait times, allowing staff to focus on patient care rather than paperwork.
Customization is at the core of Axle’s Forms module. Practices can use a drag-and-drop form builder to design digital forms tailored to their workflows, including consent forms, medical history, insurance details, or specialty-specific intake questions. Each form can be fully white-labeled, carrying the practice’s branding so the patient sees consistent messaging from scheduling through check-in. Advanced features like the Form Finder identify patients who are missing key documentation and automatically send them reminders before their visit. Meanwhile, Smart Links allow staff to embed or share forms across communication channels, ensuring patients can access them with ease.
For practices looking to improve efficiency, Axle also includes Forms Analytics, which provide insights into completion rates, average submission times, and drop-off points. This helps teams pinpoint bottlenecks and optimize the patient intake journey. Additionally, the ability to mix and match forms gives practices the flexibility to create bundles of documents for specific visit types, ensuring compliance without overwhelming the patient. Together, these capabilities not only save staff time but also create a streamlined, patient-friendly experience that improves satisfaction and strengthens practice efficiency.
Name: AXLE
Organization: AXLE
For more information, visit the meetaxle website