Build a patient intake form in Attain OS with Atty AI. Collect medical history and demographics faster. Replace cumbersome paper forms.
Every healthcare practice needs a reliable way to collect patient history and demographics before the first visit. Paper forms get lost, and generic online tools don't understand medical context. With Attain OS, you can build a patient intake form that captures exactly what you need — and Atty, the built-in AI agent, drafts it for you based on your practice setup.
Instead of starting from scratch or wrestling with spreadsheet templates, you describe your requirements in a few sentences. Atty generates a near-finished form with all the standard fields — name, DOB, insurance, medical history, medications, and more. You review, tweak, and publish instantly. No third-party tools, no integrations, no monthly subscriptions.
Dr. Elena runs a small family practice. She needs a quick way to collect medical history, allergies, and current medications from new patients. She opens Attain OS, types her needs, and Atty generates a complete intake form. She reviews, adds her custom questions about immunization history, and shares the form link. In minutes, her first new patient completes it online.
BrightSmile Dental wants to replace paper clipboards. The office manager uses Attain OS Forms to create a patient intake form that includes dental history, insurance details, and consent for X-rays. Atty drafts it based on common dental intake requirements. The team reviews the generated fields, adds a checkbox for fluoride treatment consent, and publishes. No coding, no external forms tool.
At a physiotherapy clinic, each new patient needs to report pain location, past injuries, and activity levels. The therapist uses Attain OS to create a tailored intake form. Atty understands the context and generates fields like 'Pain Scale (1-10)', 'Previous Surgeries', and 'Current Medications'. The therapist adds a text area for 'Describe your symptoms in detail.' The form is ready for the next appointment.
In Attain OS, navigate to Forms and click 'New Form.' Type a few sentences like 'I need a patient intake form for my dental practice. Include fields for full name, date of birth, address, phone, email, insurance provider, policy number, medical history (including allergies and current medications), and a checkbox for consent to treatment.' Atty interprets your request.
Based on your description, Atty creates a patient intake form with all the standard fields. It uses the context of your practice (from your project settings) to pre-populate relevant options — for example, insurance provider names common in your region. The draft includes proper field types: text, email, tel, date, select, textarea, and checkbox.
You see the generated form in the editor. You can reorder fields, change labels, adjust required/optional settings, and add help text. For instance, you might add a help text under 'Allergies' saying 'List any drug, food, or latex allergies.' You also set the 'Consent to Treatment' field as required. Atty's draft is a starting point; you have full control.
Once you're satisfied, click Publish. Attain OS provides a unique link to your patient intake form. You can share it via email, WhatsApp (through Atty Chat or WhatsApp + Atty), or embed it in your website. Patients fill it out on any device, and responses are stored in Attain OS under the Forms app. No third-party form service needed.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please complete this form before your first appointment. All information is confidential.
Yes. Atty drafts a near-finished form, but you have full editing control. You can add, remove, or reorder fields, change field types, set required/optional, and add custom help text. The draft is a starting point, not the final version.
No account needed. You share a public link (generated by Attain OS) via email, WhatsApp, or your website. Patients complete the form on any device with a browser. Responses are stored securely in your Attain OS Forms app.
No. Attain OS does not integrate with or sync to any third-party software. It replaces separate tools. The patient intake form responses are stored within Attain OS, where you can view, export, or use them alongside your other apps like Notes, Documents, and Customer Management.
The current version of Attain OS Forms supports standard field types and required/optional settings but not conditional logic. You can, however, use separate forms for different patient types or add a text field for 'Other' with a note to specify.
