Digital Intake Forms:  Lobbie Makes It Easy to Change

Digital Intake Forms: Lobbie Makes It Easy to Change

Mobile optimized online client intake, appointment scheduling and digital forms that work well on any device.

Mobile optimized online client intake, appointment scheduling and digital forms that work well on any device.

Want to improve your PRE-visit
patient form completion rates?
We’ll convert your forms or choose from our massive template library – Consent, New Client, Privacy Policy, Credit Card Auth,
or we can build any form you need
Capture signatures and actual data, not clunky PDFs
Increase efficiency and eliminate redundant tasks
Next-generation, HIPAA compliant solutions that delight your patients AND staff
Integrate Lobbie with any system

Providers have seen:

Up to 91%

Online form completion prior to appointment


Increase in new clients initially signed up


in repeat clients


Decrease in no-shows


Increase in annual revenue per practitioner

Do more with the same staff

Lobbie form examples:

Forms for all use cases
Forms for all use cases
Client Intake Forms
Consent Forms
Authorization Forms
Privacy Policy Forms
...and over 1600 other form templates, or have us build your own custom forms


Lobbie has been great ... It is incredibly user friendly, simple, and efficient! We have seen such an improvement in paperwork getting filled out and makes it much more accessible for everybody."

Charles Newsome, General Manager,
Takoma Wellness Center


Lobbie has not only made our intake operation faster and more efficient, it looks 100% better than any process we have had in our 8 years of existence! I highly recommend this platform.”

Tommy Costello, Office Administrator,
Empire Therapy

As easy as 1-2-3 !

Intake and consent is as easy as 1-2-3!

1. Select your forms or Intake Packets and send them

  • We will create electronic versions of all of your forms and docs. If you don't have forms, you can use our pre-made templates.
  • Forms are put on your website or easily sent to clients via email or text. You can even use QR codes to get the right form to the right person.
  • Clients confidentially and efficiently answer questions about their clinical history and health risks, at their own pace and from anywhere they choose (home, work, their car, etc), instead of rushing through forms in your office

2. The client gets a notification via text and/or email and fills out the forms

  • Lobbie is optimized for mobile, desktop and tablets. Clients don't have to download anything or create an account. They love it!
  • Forms not completed in one sitting can be saved and finished later.
  • E-Sign and Consent Management - All consent forms, disclosure, privacy notices are dynamic and signed by patients electronically as often as you require (once, every six months or annually)

3. Get a full up-to-date overview of all form statuses

  • Pre-arrival – Expect up to 91% of clients to complete their forms before they arrive, using their smartphones or desktop computers.
  • Automated Reminders - Clients slow in filling out or completing their forms get automated reminders via text or email. A dashboard tells you the status of every client and their forms.
  • Easily export completed forms directly into your PM, EHR or any other system.

Lobbie features


  • Fully HIPAA-Compliant & Secure
  • Client Representative feature for pediatric or geriatric use cases
  • Responsive - works on mobile, tablet and desktop devices
  • Pre-fill prior to sending to the client
  • Post-fill editing
  • Print or export to PDF
  • Custom-built forms
  • Extensive forms library
  • Archive forms when a patient has been processed
  • Freely change due dates for clients

Appointment Scheduling

  • Integrate to your EHR
  • Google / Microsoft Calendar integrations
  • Client Self-Scheduling
  • Practitioner Scheduling
  • Telehealth Scheduling


  • Integrate to your EHR
  • SFTP file transfer between your EHR
  • HL7 / FHIR
  • Fully managed integration process - We'll do the work for you
  • Two-Directional practitioner availability monitoring


  • Email & SMS
  • Form reminders
  • Upcoming appointment reminders
  • Notifications when a client has completed their forms

Home Health

  • Electronic Visit Verification ( EVV )
  • Practitioner scheduling
  • Works offline

Forms & Intake

  • Our pre-arrival patient intake system lets your staff spend less time on scheduling and registration.
  • We will convert all your forms to electronic versions that are optimized for completion on any device (60%+ fill out Lobbie forms on their phones).
  • Forms (or form packets) can be sent patients via email, text, QR codes (for walk-ins) or a link on your website.
  • Lobbie has the highest pre-appointment form patient completion rate in the industry.
  • Patients don’t need to setup an account to complete forms (that kills prior to appointment completion rates).
  • Partially filled out forms are saved, patients can complete them later (this also significantly improves form completion rates). Lobbie clients see patient forms completion rates of 91% prior to their visit.
  • Lobbie Auto-fills previous patient data, making it easier for them to quickly complete forms.
  • Partially filled out forms are saved, patients can complete them later (this also significantly improves form completion rates).
  • Integrate Lobbie forms with your EMR (Athena, AdvancedMD, DrChrono, etc), Zoom or any other of your systems.
  • Lobbie's end-to-end patient on-boarding and intake solutions improves and optimizes your waiting room, starting before the patient’s arrival and continues after they leave.

Appointment Scheduling

  • Manage appointments online, in real time, while improving communication, pre-, during and post appointment.
  • Reduce no-shows and improve on-time arrival using our dynamic confirmation and reminder system.
  • Fill same-day cancellations with our Open Appointment Management (OAM) tools to proactively keep your provider’s calendars optimized, full and on-time.
  • Patients can sign-up to be on a notification list for the next available appointment (helps with cancellations and keeping your schedule full).
  • Increase efficiency and eliminate redundant tasks, automate your front desk tasks.
  • Patients can respond to appointment reminders, prompts for registration, and other visit-related announcements via “smart” text/email to reduce phone calls.
  • Lobbie automatically sends patients the appropriate form packet by appointment type when set, the system will automatically remind them to complete forms and ensure compliance prior to their appointment.
  • Remote check-in options and room assignment can be setup.
  • QR code check-in is always available for walk-ins and for use elsewhere, like social media or mobile clinics.
  • Powerful and easy to use Self-Scheduling is available if it’s appropriate for your practice.
  • Our Availability Management feature can even let patients schedule to provider’s open slots online, in real-time, 24/7.
  • Lobbie reports and analytics will let you know how you and your staff are doing keeping the schedule full, how many no-shows are occurring, etc, etc.
  • Integrate Lobbie Appointment Scheduling with your EMR (Athena, AdvancedMD, etc), Zoom or any other of your practice management systems.
  • Improve your patient experience, reduce churn and increase financial results with Lobbie!
Get in touch

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