Digital Patient Intake

Forms completed before arrival

Send intake and consent forms ahead of appointments. Patients sign on phone or tablet with guided steps—no Upsign account required.

Guided Signing

Easy for every patient

Simple, step-by-step signing walks patients through each field. Whether tech-savvy or not, anyone can complete forms in minutes.

Completion Tracking

Stop chasing unsigned forms

See which forms are pending, in progress, or complete. Automatic reminders reduce front-desk follow-up calls and waiting-room delays.

Built for compliance and trust

Every signature on Upsign meets the standards your industry demands.

Legally binding

Compliant with ESIGN and UETA. Every signature captures intent, identity, and timestamp.

Full audit trail

Tamper-evident records log every view, signature, and action on a document.

Secure storage

Documents encrypted in transit and at rest. Access executed agreements anytime.

How it works

Streamline patient paperwork

Less admin burden for staff, faster intake for patients.

1

Send

consent & intake forms

2

Sign

on any device, no account

3

Remind

patients who haven't finished

4

Store

records securely

Documents you can send today

Upsign supports the full range of patient paperwork—from intake and consent to HIPAA authorizations and telehealth agreements. Upload any form or start from a template, then collect signatures in minutes.

Patient intake and registration forms
Treatment and procedure consent
HIPAA authorization forms
Telehealth and care agreements
Release of liability forms
Clinical study agreements
Background check forms
Accident release forms

Frequently Asked Questions

Do patients need an Upsign account to sign?

No. Patients click a link, review the document, and sign in a guided flow—no account or app download required.

Can we send forms before the appointment?

Yes. Send intake and consent forms by email so patients complete paperwork before they arrive.

How are signed records stored?

Completed documents are encrypted in transit and at rest, with a full audit trail. Access records from your Upsign dashboard.

Can we send reminders for incomplete forms?

Yes. Automatic reminders nudge patients who have not finished signing, reducing front-desk follow-up.

Get started with Upsign today!

Easily send, sign and track your documents

Try For Free!
No credit card required