Falconet

New-client and patient forms for veterinary practices

A new-client form your clients fill in before the visit, so the front desk isn't reading handwriting while a dog pulls on the leash.

What's wrong with the paperwork you use now?

A new client arrives with a clipboard in one hand and a dog in the other. The form asks for the pet's name, breed, age, vaccination history and previous vet, and it gets filled in standing up, at the counter, in a hurry.

The vaccination dates come back as "up to date." The previous vet is a first name and a town. The signature on the consent line is there, and so is a question left blank above it.

So somebody at the front desk reads it all back, asks what was skipped, and copies the rest into your practice software, while the next client waits.

What does a better intake form do?

It gets the answers before the visit, from the person who knows them, at home.

• It asks what kind of animal first, then only what that animal needs. A cat's owner never scrolls past the horse questions.
• It won't send until the owner's phone number, the pet's name and species, and a date for every vaccination are filled in.
• The client can attach the vaccination record the previous vet gave them, as a photo or a file.
• The client signs the consent on the form, and the signed copy stays on record.
• A form filled in at home reaches you before the appointment, not at the counter.

Someone still enters the answers into your practice software. They enter them from typed text, with nothing left to decipher.

Isn't the form on my website enough?

The contact box on your website asks every client the same few questions: name, email, message. Changing it often means going back to whoever built your site, and paying for their time. So it stays the way it was built.

A live form is yours to change. When a new vaccine protocol starts, the question can be on the form that same day, without calling anyone.

Isn't a fillable PDF the same thing?

This isn't a fillable PDF. A PDF on your website asks the client to download it, fill it in, save it and email it back. And it walks every client through every question, whatever the animal. A form on the page asks only what each pet needs, and it's in your inbox the moment the client sends it.

What about clients who walk in without filling it in?

Put the form on a tablet at the counter, or print it as a QR code by the door, and they fill it in on the spot. The tablet can reset after each client, so the next person starts on a blank form.

Does it work on a phone?

Yes. The link can go out by text or email, and the form fits the screen it's opened on.

What does the client see after they send it?

A confirmation you write, on screen the moment they send, which can tell them what to bring and when to arrive. A copy of what they told you can also go to their email, sent by the form, not by you.

Who is this not for?

If you need the form to write straight into your practice management software, that's a different conversation. Tell me which system you run, and we'll look at what connecting it takes. And if your practice software already sends intake forms that land in the patient record, use them.

This is for the practice whose new-client paperwork is still a clipboard, a PDF, or an email thread. A large practice with many people building forms is a different conversation too.

What does it cost?

The platform we deploy on has a free entry tier, and the form we build runs on it. The free tier shows the platform's own branding on the form and has some monthly limits. A practice that outgrows the free tier can move to a paid one, on terms the platform sets, not us.

Quinn