Patient intake · for healthcare clinics

Turn your patient intake PDF into a live form instantly.

Upload your form. The agent rebuilds it as a HIPAA-compliant online form that asks the right questions, in the right order, with the rules built in. Your BAA is in place before you collect a single response.

Describe the form you want to create.
HIPAA-compliant from day oneBAA includedNo credit card
Built by the Formsort team. Seven years of HIPAA-compliant healthcare form infrastructure, now packaged for clinics that still start intake from a PDF.

What changes

The front desk stops rebuilding the same packet every day.

Most clinics already have the intake form they trust. The problem is the format: a PDF that patients print, scan, email, or complete on a clipboard.

Rooks keeps the source document and changes the workflow. Upload the packet, review the form the agent builds, then send patients one secure link.

Before the visit Patients complete the packet on their phone.

Required fields, date formats, insurance details, and consent blocks are checked before submission.

At the desk Staff review a clean response, not handwriting.

No retyping names, policy numbers, medications, or missing answers from a scanned PDF.

After submit A signed PDF is generated automatically.

Your team gets the final record in the familiar format, with the form logic handled upstream.

Working example

One answer changes the next five questions.

A static PDF asks every patient every question. The form Rooks builds adapts to each answer. Try insurance, then self-pay.

Riverbend Speech & Language
Old PDF intake · everyone gets every field
Patient Intake
Form 100-A
Payment
How will you pay? Insurance Self-pay
Insurance Information
Insurance provider
Member ID
Group number
Policyholder name
Self-pay patients still see this block
SignatureDate
Please complete all fields and bring this form to your appointment.
New patient intake Secure

Choose how the patient will pay:

Insurance fields shown because patient chose Insurance
Insurance provider
Aetna
Member ID
W8842301
Group number
GRP-1184
Next
No insurance questions. On to medical history.

Conditional logic Questions appear only when they apply.

Validation Dates, phone numbers, and required fields are checked as the patient types.

One packet New, returning, insured, and self-pay patients can share a single intake link.

Three steps to a live intake form.

No technical skills. No setup call. No starting from scratch.

Upload

Start with what you already have

Drag in a PDF, drop a screenshot, or describe the form in plain language.

"New patient intake. If the patient is under 3, ask about Early Intervention history."
Review

The agent builds it, you adjust it

The agent structures the fields. Change anything by chatting, not by wiring menus.

Publish

Patients finish before they arrive

Share a link. Patients complete it on their phone. A finalized, signed PDF is generated on submit.

Best fit

Clinics with a trusted packet and no time to rebuild it.

Speech & language

Pediatric and adult intake with age-specific history.

Behavioral health

Consent blocks and sensitive questions in the right order.

PT, OT & rehab

History, injury details, and insurance before the first visit.

Specialty offices

One link for insurance, history, consent, and signature.

Security + pricing

Safe to hand patient data to. Clear enough to price today.

Rooks separates the builder from the submission path. The agent builds and edits forms; patient responses move through encrypted form infrastructure.

BAA before any data

Your Business Associate Agreement is in place before you collect a single patient response. No asterisks, no add-on tier.

The agent never reads responses

The agent builds and edits your forms. Patient submissions go to your encrypted inbox and are never sent to the language model.

Encrypted in transit and at rest

Patient intake data is encrypted on the way in and while it's stored. Always, by default.

Built by the Formsort team

Seven years of HIPAA-compliant form infrastructure behind every account.

Starter
BAA included
$20/mo

Includes 10 completed intake submissions each month.

Build for free. You pay when patients start completing intakes.

  • 10 completed intake submissions each month
  • Unlimited seats and unlimited forms
  • Business Associate Agreement included
  • Signed PDF on every submission
  • Agent builds from a PDF or a description
  • No charge for drafts, views, or abandoned forms

Free to build · No credit card · Cancel anytime

Questions clinics ask before they upload a packet.

A Business Associate Agreement is included with every account, in place before you collect any patient data. Intake data is encrypted in transit and at rest. Rooks was built specifically for healthcare by the team behind Formsort, not adapted from a generic form tool.
No. The agent builds and edits your forms. Patient submissions go straight to your secure encrypted inbox and are never sent to the language model. The agent is present while you build, and absent while patients fill the form out.
No. Upload the PDF you already use. The agent reads it, rebuilds it as an online form with proper field types and conditional logic, and you review the result. Your existing form is the starting point.
It doesn't count. You're charged only for completed, finalized submissions. Abandoned or partial forms never touch your limit. You can still view any partial responses if you need to.
Building is always free. After your first 10 completed intakes each month, each additional completed intake is billed at a flat per-intake rate. Your $20 baseline doesn't change, and seats and forms stay unlimited.

Hand us the PDF. Get the form back today.

Build for free and go live the same day. Upload your existing intake, or describe the one you need. Rooks turns it into a patient-ready form.

HIPAA-compliant from day oneBAA includedLive the same day