New Patient Intake
A family practice wants to onboard new patients with a simple form that collects insurance info, reason for visit, and preferred time slots. Atty drafts a form with fields for name, phone, email, insurance carrier, and a dropdown of common visit reasons (physical, sick visit, follow-up). The practice reviews and adds a note about new patient paperwork.
Specialist Referral Requests
A dermatology clinic receives referrals from other doctors. They need a form that includes referring physician details, diagnosis code, and urgency level. Atty generates a form with fields for patient info, referring doctor name and NPI, diagnosis description, and a select for urgency (routine, urgent, emergency). The clinic then customizes the dropdown options.
Telehealth Appointment Booking
A mental health practice offers virtual sessions and needs a form that captures patient consent for telehealth, preferred platform, and time zone. Atty creates a form with a checkbox for telehealth consent, a date/time picker, and a textarea for additional notes. The therapist reviews and adds a note about insurance verification.