Forms
No more clipboards. No more printing. No more
chasing paperwork.
Digital intake
before the visit
E-signatures
on any device
Secure file uploads
from patients
 Templates for SMS
& email send in
seconds
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
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.
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
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.
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
 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."
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
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.
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.
Form builder
E-signatures
File requests
Templates
Auto-send
Conditional logic
Mobile
Integration
Typeform / JotForm /
DocuSign / Separate Tools
KloudMD Forms
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.
Keep your system. Lose the busywork
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.