Forms

Forms, Signatures, and
Templates: All Digital.

No more clipboards. No more printing. No more
chasing paperwork.

Your patients shouldn’t fill out paper forms in the waiting room, and your team shouldn’t retype that information into a system. KloudMD Forms handles it all digitally: intake forms, consent forms, e-signatures, file uploads, and message templates, connected to the patient profile and your pipeline. Build forms with drag-and-drop, collect signatures without printing, request files securely, and send templated messages in seconds.

Digital intake
before the visit

E-signatures
on any device

Secure file uploads
from patients

 Templates for SMS
& email send in
seconds

Build it. Send it. Sign it. Done.

Form Builder

Drag-and-drop builder with multi-page forms, conditional logic, custom fields, and pre-built templates. Build any form your practice needs.

E-Signatures

Digital signatures on consent forms, treatment authorizations, and policies. Signed on any device. Legally binding. No printing.

File Requests

 Request documents from patients securely. Patients upload from their phone. Files are attached to their profile.

Templates

Pre-built email and SMS templates with personalization. Quick replies, appointment confirmations, follow-ups, and review requests: sent in two clicks.

Clipboards are dead. Your forms should be digital.

Most practices still print forms, hand patients a clipboard, then manually enter the data. KloudMD eliminates the entire process. Build custom forms with a drag-and-drop builder. Send them before the appointment so patients can complete everything on their phone. Collect e-signatures on consent and authorization forms. And use message templates so your team sends consistent, personalized communications without retyping the same thing 50 times a day.

FORM BUILDER

 Build any form your practice needs:
no code, no limits.

KloudMD Form Builder lets you create any form with drag-and-drop intake forms, medical history, consent forms, surveys, feedback forms, and consultation questionnaires. Add conditional logic so patients only see questions relevant to them. Split long forms into multiple pages so they're not overwhelming. Use pre-built templates to get started fast, or build from scratch. Every submission connects to the patient profile automatically.

Drag-and-Drop Builder

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

Add fields, rearrange sections, and build forms visually. No code. No developer. Text fields, dropdowns, checkboxes, radio buttons, date pickers, file uploads, and more.

E-Signatures

Signed. Sealed. No paper involved.

Consent forms, treatment authorizations, cancellation policies, financial agreements — your practice needs signatures on a lot of documents. KloudMD E-Signatures let patients sign digitally on any device: phone, tablet, or desktop.

Digital Signatures

Patients sign with their finger on a phone, a stylus on a tablet, or a cursor on a desktop. Clean, simple, and legally binding.

Patients sign with their finger on a phone, a stylus on a tablet, or a cursor on a desktop. Clean, simple, and legally binding.

Patients sign with their finger on a phone, a stylus on a tablet, or a cursor on a desktop. Clean, simple, and legally binding.

Patients sign with their finger on a phone, a stylus on a tablet, or a cursor on a desktop. Clean, simple, and legally binding.

Patients sign with their finger on a phone, a stylus on a tablet, or a cursor on a desktop. Clean, simple, and legally binding.

File Requests

Request files from patients securely, digitally.

 KloudMD File Requests let you send a secure upload link by SMS or email. Patients take a photo or select a file and upload it from their phone. The file attaches to their profile automatically. No email attachments. No fax. No "I'll bring it to my appointment."

Secure Upload Links

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

Send patients a link to upload files securely. HIPAA-compliant. Encrypted in transit and at rest. No unencrypted email attachments.

TEMPLATES

Say the right thing, fast, every time.

Your team sends the same messages every day, appointment confirmations, follow-ups, review requests, intake reminders, promotional offers. KloudMD Templates let you pre-build email and SMS messages with personalization fields so your team sends consistent, professional communications in two clicks. No retyping. No copy-pasting from a Google Doc. No inconsistent messaging between staff members.

Email Templates

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Pre-built email templates for every common scenario: welcome emails, booking confirmations, post-visit follow-ups, review requests, promotional offers, recall messages. Branded to your practice.

Forms and templates that are part of
your practice, not a separate tool.

Form builder

E-signatures

File requests

Templates

Auto-send

Conditional logic

Mobile

Integration

Typeform / JotForm /
DocuSign / Separate Tools

KloudMD Forms

orms and signatures synced with your EMR.

Patient intake data and signed consent forms flow from KloudMD to your EMR. No re-entering information. No scanning paper documents. Digital from start to finish.

See if your Electronic Medical Record (EMR)
Integrates with our System (CRM)

Keep your system. Lose the busywork

Digital forms.
Digital signatures. Zero paper.

Build custom forms, collect e-signatures, request files securely, and send templated messages — all connected to your patients, your schedule, and your EMR. No clipboards. No printing. No chasing.