What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Patient intake form with Infursionsoft integration and required signature panel

    Asked by Arland Hill  on May 09, 2016 at 02:56 PM

    1) Will your program interact with Infusion Soft?

    2)We will be using this program for new patient intake forms for a doctors office. Can we automate these forms using this program?

    3)Also does this program have the option of an electronic signature?

    4) If a patient does not sign a required form can we block them from continuing to fill out the new patient paperwork till they sign the required signature portions on the forms?

    Thank you for your time,

    DR. Aland Hill

    program office fill block 3 patient infusionsoft signature
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    JotForm Support

    Answered by david on May 09, 2016 at 03:59 PM

    We have a built in Infusionsoft integration:

    Authenticate your infusionsoft account and follow the setup to complete the integration.

    We also have an Infusionsoft file upload widget for files:

    http://widgets.jotform.com/widget/infusionsoft_upload

    You can indeed use jotforms for patient intake forms.  Here are some templates to get you started:

    https://www.jotform.com/form-templates/search/patient

    And here is some information on using your forms in a HIPAA compliant manner:

    http://www.jotform.com/answers/333046-is-JotForm-HIPAA-Compliant

    If you set a field to be required, users cannot submit the form without completing that field.  We have several signature widgets that can be added to your form to capture their signature:

    http://widgets.jotform.com/search/signature