Patient Intake Software (Forms)

Patient intake software replaces paper forms and manual data entry with digital forms patients complete before their visit. With Cortico, custom intake forms are sent to patients ahead of their appointment and the responses flow directly back into your clinic’s workflow and EMR — so staff aren’t re-keying anything on arrival.

Yes. Cortico sends intake forms to patients ahead of their visit so they can complete them from their phone or computer on their own time. This shortens check-in, improves data accuracy, and gives providers the information they need before the patient arrives.

Cortico saves patient intake responses to your EMR, including appointment notes, the reason-for-visit field and the patient’s chart. In your demo, we’ll show where your team can find and review the answers in your EMR.

See current EMR integrations. Cortico routinely adds integrations for major EMRs with a five-week lead time. Contact us about your EMR even if it is not listed.

Yes. Build custom diagnostic and administrative forms with single-choice, multiple-choice and free-text questions, and show patients messages based on their answers. Custom intake forms are included in Premium and Elite. Clinics report saving up to 10 minutes of combined staff and patient time per form.

Yes. Through Cortico’s task menu, clinics can request that patients upload documents or photos — such as insurance or identification — back to the clinic securely as part of the intake process.

Yes. Cortico is SOC 2 Type 2 and ISO 27001 certified and compliant with HIPAA, PHIPA, PIPEDA, and PIPA. It has been verified by Ontario Health and reviewed by the BC Privacy Commissioner, with files end-to-end encrypted.