Digital intake and versioned consent forms for med spas
Intake on a clipboard costs ten minutes of a paid appointment and produces a document nobody can search. Digital intake lands on the chart before arrival, and consent is versioned so an audit two years later shows exactly what the patient signed.
- Medical history, medications, allergies and contraindications collected pre-visit
- Treatment-specific consent with e-signature
- Consent versions frozen at the moment of treatment
- Photo and marketing-use consent captured separately
- Annual re-consent and history refresh prompts
How it works in the clinic
- Step 1
Attach forms to treatments
Each treatment declares the intake and consent forms it requires.
- Step 2
Sent with the confirmation
Patients complete and sign on their phone before the visit.
- Step 3
Locked to the record
Signed versions freeze on the chart with a full audit trail.
Inside the feature
Intake that reaches the chart, not a folder
Answers populate structured fields on the patient record — anticoagulants, autoimmune conditions, prior filler, pregnancy status — so contraindications can be checked automatically rather than read from a scan.
Versioned consent
When you update a consent form, historical records keep pointing at the version the patient actually signed, with the timestamp, the signing device and the treating provider attached.
Consent scoped by use
Clinical consent, photography consent and marketing-use consent are separate permissions. Photographs cannot be published from the vault unless marketing consent is present and current.
Refresh without re-papering
Returning patients confirm or amend their existing history instead of retyping it, and annual re-consent is prompted on the booking that needs it.
Frequently asked questions
- Are consent forms legally versioned?
- Every consent is stored with its version, content, timestamp and signature, and treatments reference the version in force when they were delivered.
- Can patients complete intake on their phone?
- Yes. Forms are mobile-first and sent with the booking confirmation and reminder.
- Is photo consent separate from treatment consent?
- Yes — clinical, photography and marketing-use consents are captured and enforced independently.
Related features
One record, from booking to rebooking
Intake & consent is part of Med Spa Management — booking, charting, inventory, consents, memberships and retention on a single clinical record.
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