5 Intake Form Mistakes That Cost You Clients (and How to Fix Them)
Most intake form problems aren't about the questions you ask -- they're about how you ask them. Here are five mistakes that drive clients away.
February 14, 2026
How to Set Up a Waiting List Form in Under 5 Minutes
Need a waiting list for your practice or business? Here's the fastest way to create one that actually works.
February 14, 2026
5 Intake Form Trends That Are Actually Happening in 2026
Skip the speculation. These five trends in patient intake are already reshaping how practices collect information -- and they're worth paying attention to.
February 13, 2026
Your Intake Forms Are a Security Risk (Unless You've Done These Things)
Client intake forms handle the most sensitive data your business collects. Here's what actually makes an intake system secure -- and what doesn't.
February 13, 2026
Automating Your Intake Workflow: What's Worth It and What's Overkill
Not all automation is created equal. Here's where automation in form management delivers real ROI -- and where you're better off keeping it simple.
February 13, 2026
Tally vs Formisoft: When Simple Isn't Enough for Patient Intake
Tally is great for surveys and signups. But patient intake needs HIPAA compliance, healthcare fields, and clinical workflows. Here's how Formisoft fills the gap.
February 12, 2026
How Patient Intake Went From Clipboards to AI (And What Comes Next)
Patient intake has evolved through three distinct eras. Understanding this history explains where the technology is heading -- and what to adopt now.
February 12, 2026
Schedule Forms to Open and Close Automatically
Set a publish and unpublish date, and your form handles its own availability. No more forgetting to take down last season's flu shot form.
February 11, 2026
How to Write a SOAP Note That's Actually Useful
A practical guide to SOAP note documentation: what goes where, common mistakes, and how to write notes that serve both clinical and legal purposes.
February 11, 2026
How Better Intake Forms Actually Reduce No-Shows
No-shows cost practices real money. The fix isn't just reminders -- it's an intake process that creates commitment and removes friction before the appointment.
February 10, 2026
The Math on Digital Intake Forms: What They Actually Save Your Practice
Digital intake forms aren't a nice-to-have -- they're one of the highest-ROI investments a healthcare practice can make. Here's how to calculate the real numbers.
February 10, 2026
How to Actually Eliminate Paper From Your Practice (A Step-by-Step Approach)
Going paperless in healthcare sounds great in theory. Here's a realistic plan for practices that want to stop printing forms without disrupting patient care.
February 9, 2026
