Digital Intake Forms: Lobbie Makes It Easy to Change

Do more with the same staff as you delight your patients.

Try Lobbie today. No credit card required
As easy as 1-2-3 !


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

1. Select your forms or Intake Packets and send them to your patient

  • 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 patients via email or text. You can even use QR codes to get the right form to the right person.
  • Patients confidentiality 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 patient gets a notification via text and/or email and fills out the forms

  • Lobbie is optimized for mobile, desktop and tablets. Patients 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 patients to complete their forms before they arrive, using their smartphones or desktop computers.
  • Automated Reminders - Patients slow in filling out or completing their forms get automated reminders via text or email. A dashboard tells you the status of every patient and their forms.
  • Easily export completed forms directly into your PM or EHR system.
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