It replaces paper packets, PDF attachments, and clipboard handoffs with structured, customizable digital forms that sync directly into your workflow.

Forms are designed to:

• reduce front-desk load

• eliminate manual data entry

• accelerate check-ins and drop-offs

• standardize compliance documentation

• tie every submitted form to the correct patient and visit

Every form becomes part of the patient record automatically — no scanning, no uploading, no lost paperwork.

What Forms Can Do

Create Any Form You Need

Build:

• new client forms

• medical history forms

• consent forms

• authorizations

• euthanasia forms

• surgical releases

• drop-off questionnaires

• financial consent forms

• specialty referral intake

• pre-visit check-in

• medication refill forms

• daycare/boarding forms

• curbside check-in

Anything your clinic uses can be digitized.

Drag-and-Drop Form Builder

The form editor allows you to:

• add fields (text, dropdown, checkbox, signature)

• build conditional questions

• mark required fields

• add instructions/disclaimers

• use clinic templates

• save reusable blocks

• support multiple signatures (client + clinic)

No coding. No external systems.

Automation Rules

Forms can be:

• auto-sent after an online booking

• auto-sent for specific appointment types

• pre-sent before surgery

• required before check-in

• triggered from MsgBoard

• embedded in MyPet App flows

• manually sent on demand

Automation ensures clients complete what’s needed before arriving.

Send Forms from MsgBoard

Any form can be:

• sent instantly from the MsgBoard thread

• sent via SMS, email, or MyPet message

• pre-populated with known client/pet details

Client completes it from their phone or computer.

Completed forms automatically attach back to the MsgBoard thread and EMR.

Client Experience

Clients receive a link (SMS, email, or MyPet) and complete:

• personal info

• medical history

• consents

• reason for visit

• symptoms

• signatures

• policies

The form works on any device — no downloads.

Staff Experience

Submitted forms appear:

• in Forms

• in MsgBoard

• in Workflow

• in CaseFolder

• in the patient record

No importing. No retyping. No manual scanning.

How Forms Work

1. Build or Customize a Form

Admins open the Form Builder and:

• drag in required fields

• create logic (if “surgery,” show pre-op questions)

• add signature blocks

• set automations

• save as a template

2. Send or Automate

Forms can be:

• triggered automatically (booking, reminder, surgery)

• sent on demand from MsgBoard

• embedded in MyPet intake

• added to a case workflow

3. Client Completes the Form

Client opens the secure link:

• answers questions

• reviews clinic policies

• signs electronically

• submits

ClinicOS tags the form with:

• timestamp

• IP/device metadata

• client identity

• patient identity

4. Form Syncs to ClinicOS

Once submitted:

• data populates the patient record

• files attach to the visit

• items appear in Workflow (if action is needed)

• staff are notified

• signatures are locked and traced

• a PDF version is archived

What You Can Do in Forms

Review Submissions

View all submitted forms with:

• filters

• status labels

• associated visit links

• attached documents

Track Completion

See which clients have completed required forms — and who hasn’t.

Approve or Request Revision

For forms requiring clinic approval, staff can:

• approve

• request edits

• send follow-up questions

• attach clarifications to the patient chart

Export or Print

Forms can be exported as:

• PDF

• printed copies (if needed for workflow)

Sync With Workflows

Trigger:

• callback tasks

• follow-up steps

• medication requests

• technician prep

• surgical readiness workflows

Automation saves time and reduces mistakes.

Example in Action

A new client books a wellness exam through your website.

1. Online Booking triggers the New Client Intake Form.

2. Client completes the form at home — including medical history and consent.

3. ClinicOS attaches the form to the patient record before the visit.

4. Front desk sees “Form Completed” in Workflow → no check-in delays.

5. Tech reviews the client’s submitted history inside the chart.

6. DVM verifies medical details and signatures inside CaseFolder.

No paper. No transcription. No bottlenecks at check-in.

Key Integrations

MsgBoard

Send forms and receive completed submissions from the same thread.

Workflow

Actionable forms trigger tasks automatically.

Online Booking

Forms can be automatically required for specific appointment types.

MyPet App

Forms appear in-app for pre-visit completion.

EMR

Every form — intake, consent, authorization — becomes part of the patient journey.

Settings

Form templates live inside Template Settings for reuse.

Why Forms Matter

For Clinics

• Faster intake

• Fewer mistakes

• Cleaner compliance documentation

• Less front-desk load

• Standardized workflows

For Clients

• Easier check-in

• No clipboards or handwriting

• Transparent consents

• Complete from home

For Teams

• Accurate information

• Less retyping

• Clearer pre-visit expectations

• Better workflow automation

Forms remove friction across the entire visit.

Important Notes

⚠️ Staff must review all submitted forms.

Automated data entry is helpful — but cannot replace clinical verification.

⚠️ Legal documents still require appropriate review.

Consent forms do not override medical judgment.

⚠️ Clients cannot modify submitted forms.

Edits require a new form for legal traceability.

⚠️ Form templates are controlled by clinic admins.

Clinics are responsible for accuracy of their own policy or legal language.