Accelerate your patient intake and follow up workflow

pdfFiller’s all-in-one PDF editor allows healthcare organizations to simplify medical administration processes, reduce in-person visits, and save time deciphering illegible handwriting.

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Use case overview

A clinic administrator uploads a patient intake form to pdfFiller and turns it into a HIPAA-compliant online fillable form. An administrator then generates a QR-code to the intake form and displays it at the clinic for patients to scan with their phone or publishes it on the clinic’s website. Patients can then fill out and e-sign the form on any desktop or mobile device and send it back within minutes. Office staff then receives an accurate and legible form before the patient’s visit.

Benefits for healthcare professionals include:

Up to 40 hours saved per month

Reduced printing costs by 70%

Eliminated costs for shipping and scanning documents

Minimized form errors and lost files

Able to see more patients and provide better service

Learn how pdfFiller customers save money and time

5.0

pdfFiller saves us $100 or more every workday when you factor in employee time and supplies. The figure is probably higher than that since the waiting time for patients not yet seen is also diminished, which keeps the patient from being frustrated and just leaving before their visit.

Douglas A. Waldman

Marshall Orthopaedics

5.0

It’s so much more work without pdfFiller — probably 30-40 hours a month more work if we had to do all the scanning and printing the old way.

Dr. Meral Elgendy

Millennium Chiropractic

Learn the benefits of pdfFiller for patient intake in healthcare

Collect accurate patient data

Share neat, fillable forms with your patients and get accurate data and signatures within minutes. Reduce patient waiting times and increase team productivity.

Fill out and edit PDF forms on any device

Fill out prescription forms, tracker sheets, and medical history forms in the clinic or while on the go, on any device. Easily edit and annotate documents online, no downloads needed.

Access 35 million ready-to-use forms

Don’t have the document you need? Search pdfFiller’s library of over 25 million fillable documents and instantly open a form in the editor to edit, sign, and share it with recipients.

Maintain security and compliance

pdfFiller helps your clinic stay compliant with global industry-leading security and compliance standards such as HIPAA, GDPR, PCI DSS, SOC 2 Type II.

Improve team collaboration

Securely collaborate on documents and forms with your colleagues within your organization. Restrict access to documents to prevent unwanted changes.

Safeguard your data

Protect patient data by placing documents into encrypted folders, setting up a password, or requesting recipient authentication.

Check out the most popular forms for healthcare

Patient intake form

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Consent and authorization form

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HIPAA authorization form

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Medical record sheet

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Health insurance claim form

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Do you have 10+ co-workers collaborating on documents in your organization? We have a solution for your entire team

Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.

Send PDFs for signature in a role-based order

Share documents and folders within organizations

Collect data & payments with fillable forms

Maintain enterprise-grade security and compliance

Fill out up to 1,000 forms at once

Extract data in bulk

Automate document workflows

Learn how pdfFiller stacks up against the competition

This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign

PandaDoc

Adobe Acrobat

DocuSign

PDF Editor & Document Creator

Edit PDF

Add Fillable Fields

Conditional fields

Custom Branding

Create documents and forms

Library of forms

Document Converter

PDF Converter

Merge PDF

Security & Compliance

Protect PDF

Encrypted folders

Audit Trail

HIPAA Compliance

Fillable forms

Host Fillable Forms

Collect Payments

Fill in multiple forms at once

Integrations

API

Send to the IRS

Mobile

Mobile Apps

Offline mode on mobile

Notarize

Sell forms

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Step by step guide for patient intake and follow up workflow

Upload a patient intake form to your pdfFiller account, create a form from scratch, or find one in the online library.

Open your patient intake form in the pdfFiller editor to click and drop fillable fields. Fillable fields allow patients to complete forms faster and add the data you need where you need it.