Compliance & Forms
Stay compliant and protect your business with digital forms and verification. HIPAA-compliant health questionnaires, e-signatures, ID verification, and secure document storage. No more paper clutter.
All Compliance & Forms Features
Everything you need for digital waivers, id verification, and health questionnaires
Digital Waivers
Legally binding electronic waivers with e-signatures.
- E-signatures
- Legal compliance
- Custom templates
- Auto-archive
Health Questionnaires
HIPAA-compliant health intake forms with smart logic.
- Conditional logic
- Medical alerts
- Allergy tracking
- Encrypted storage
ID Verification
Verify client identity and age with photo ID scanning.
- Photo capture
- Age verification
- ID storage
- Expiry alerts
E-Signatures
Capture signatures on any device with timestamp proof.
- Touch signatures
- Timestamp proof
- IP logging
- Legal validity
Consent Forms
Custom consent forms for different procedures.
- Procedure-specific
- Customizable text
- Required fields
- Version control
Photo Consent
Separate consent for portfolio and social media use.
- Portfolio consent
- Social media opt-in
- Revocation tracking
- Usage rights
Minor Consent
Parent/guardian consent workflows for minors.
- Guardian info
- Age verification
- Dual signatures
- State compliance
Aftercare Instructions
Digital aftercare forms with acknowledgment tracking.
- Custom instructions
- Acknowledgment
- Email copy
- Multi-language
Audit Trail
Complete history of all forms and changes.
- Change logging
- IP tracking
- Timestamp proof
- Export ready
Secure Storage
Encrypted cloud storage with easy retrieval.
- AES encryption
- Cloud backup
- Quick search
- 7-year retention
HIPAA Compliance
Full HIPAA compliance for health information.
- Encryption
- Access controls
- Audit logs
- BAA available
State Compliance
Forms updated for state-specific requirements.
- Auto-updates
- State templates
- Legal review
- Regulation alerts
Custom Form Builder
Create custom forms for any purpose.
- Drag-drop builder
- Field types
- Conditional logic
- Branding
Pre-Appointment Forms
Send forms before appointments to save time.
- Auto-send
- Reminder emails
- Completion tracking
- Pre-check alerts
Access Controls
Control who can view sensitive client information.
- Role-based access
- View-only mode
- Need-to-know
- Access logging
Data Export
Export forms and data for legal or audit purposes.
- PDF export
- Bulk export
- Time range
- Signature proof
Incident Reports
Document any incidents or complications properly.
- Incident forms
- Photo documentation
- Follow-up tracking
- Resolution notes
Why Choose Our Solution
Real benefits that make a difference
Legal Protection
Proper documentation protects your business.
HIPAA Compliant
Health information stored securely and legally.
Professional Image
Digital forms show clients you're modern and organized.
Save Time
Pre-appointment forms eliminate check-in delays.
“After a client dispute, having timestamped e-signatures and complete documentation saved us from a potential lawsuit. The HIPAA compliance was a no-brainer for us.”
Ready to Transform Your Compliance & Forms?
Try all features free for 14 days. No credit card required.