Patient encounter form template

Patient encounter form template Hero

Save time on managing a patient's file after each visit. Let your doctors answer a few quick questions, and the results will be sent to the right file automatically thanks to our smart integrations.

With Typeform, you can customize everything

Branding

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Experience

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Integrations

Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.

Patient encounter form FAQs:

Updating patient files after each visit is a hassle. How do I make it easier?

Have doctors fill out this patient encounter form after each appointment to make sure they don’t forget a thing. That way, you’ll be sure the information is complete and correct.

No need to copy-paste all their answers into the correct patient file at the end of the day: our smart integrations take care of that on the fly.

Isn’t an additional form going to make things more complicated?

On the contrary. You can easily tweak this template so it works for the processes in your medical office. It asks one question at a time, so doctors and medical staff won't risk forgetting to mention some vital information.

You can even upload additional files, like scans or test results, without using an extra tool. Plus, it is incredibly easy to use—even if you’re a little rusty on computers.

What should I consider before using this healthcare form?

Before you send out your form, there are two things you should do:

Set up a BAA (Business Associate Agreement) with us

Typeform is a HIPAA-compliant company, so all the healthcare-related info you process with us is legally airtight. But for you to be 100% HIPAA compliant, you’ll first need to set up a BAA. To do this you would need to talk to us about our enterprise plan, which you can do by filling out this Typeform, or contacting your Typeform account manager.

Check the local data collection laws

Data collection laws aren’t a one-size-fits-all thing—especially when there’s sensitive medical info involved. So before hitting share, seek advice from a local lawyer to make sure you’ve covered everything.

Are all features in this template free?

Almost. File upload is on our paid plans. So if you want to keep it, you need to upgrade. If you don’t need file uploads, just delete that question. Without upgrading you can still play around with your form template, but to publish it with a File upload question you need to upgrade.