Patient Intake with the highest form completion rates in the industry

Lobbie helps multi-provider healthcare practices handle more patients with the same staff through automated workflows and better design.

  • Easy-to-use digital intake forms
  • E-Signatures
  • Support for multiple offices and providers
  • Integration with leading EHRs
  • Dedicated support team
  • Use on all devices - Mobile, Tablet & Desktop
  • Highest form completion rates in the industry
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Providers have seen:

Up to 91%

Online form completion prior to appointment


Increase in new patients initially signed up


in repeat patients


Decrease in no-shows


Increase in annual revenue per practitioner

Everything we do is centered around getting patients to complete their forms and show up for their appointment

When intake forms are difficult to fill out, less patients complete them. We analyze form completion rates across thousands of forms every month to understand how to make forms easier to fill out for patients.

Higher completion rates for forms means more patients coming through your door with forms filled. This means less work for your staff and happier patients.
As easy as 1-2-3 !

How Lobbie works:

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 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 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.

We focus on what matters

Industry-leading usability

Lobbie is easy to use for patients, both young and old. We constantly monitor how Lobbie is being used to detect areas for improvement - in areas like patient forms, patient scheduling and staff experience. Focus on ease of use results in higher form completion rates by patients, reduced number of no-shows and happier staff.

Patient eSignatures with certification

Allow your patients to sign forms. Lobbie’s e-signatures are built to be compliant with the E-Sign Act and all signatures come with a separate Signature Certificate sheet.

World-class support

Over 90% of our customer support inquiries get solved the same day.  We don’t do “please hold, your call is very important to us.” We’re US-based and when you call, we answer.

Get more done with less staff

Secure E-Signatures

E-Sign Act-compliant patient signatures with standalone signature certificate sheets. Patients can sign your forms on their phone, tablet or desktop.
Starting intake by sending forms to patients or their representatives is easy as 1-2-3

All features


  • Fully HIPAA-Compliant
  • Patient Representative feature for pediatric use cases
  • Responsive - works on mobile, tablet and desktop devices
  • Pre-fill prior to sending to the patient
  • 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 patients

Patient Appointment Scheduling

  • Integrate to your EHR
  • Google / Microsoft Calendar integrations
  • Patient Self-Scheduling
  • Practitioner Availability 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 patient has completed their forms

Home Health

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

Lobbie can help you with all of your front-office needs!

From a simple forms-only solution, all the way to a comprehensive patient relationship management system.

Lobbie also inlcudes

Solutions for all practice sizes. From a simple forms-only solution for smaller practices all the way to a comprehensive patient management solution, including appointment management.

Get in touch

Schedule a demo