Less paperwork at check-in
Patients can finish the right packet on their phone before they enter the office.
New patient forms
Paperwork done before the clipboard comes out.
When a new visit is booked, Savvy sends the right packet, follows up if it is still incomplete, and shows your front desk who may need help before arrival.
New patient intake
One packet. Already in motion.
Morgan’s first visit
Thursday · 10:00 AM
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Complete
Patient information
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Complete
Medical history
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In progress
Insurance details
Patient message
Secure link included
Open forms
Front desk view
2 of 3 complete · follow-up scheduled
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The right packet for the visit
Your form choices follow the appointment and practice setup.
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Completion—not delivery
Savvy waits for the actual form submission, not just a sent link.
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Help before arrival
Questions and incomplete forms stay visible to the front desk.
A smoother arrival
Let the first minutes feel like care—not paperwork.
Patients receive what they need at the right time, while staff get a clean view of what is complete and who still needs a hand.
Follow-up that stops when forms arrive
Savvy checks for the completed packet before sending another reminder.
A clearer front-desk list
Staff can focus on the few patients with questions or incomplete forms instead of checking every chart.
Ready means submitted
A form link is not the result. A completed packet is.
Savvy keeps the task open until the expected forms arrive or your team needs to help.
01
The appointment’s configured form is sent after booking.
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The task is complete only when the expected forms are submitted.
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Patient questions can continue with Ira while Savvy still watches for completion.
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Incomplete paperwork becomes a staff attention item before the visit.
Why forms still pile up
Sending a form is easy. Knowing the right form was completed is the workflow.
A generic link does not account for the type of visit, patient questions, cancellations, or whether the expected forms actually arrived.
The wrong packet gets sent
New-patient intake, medical history, insurance, and treatment forms should follow the visit and practice configuration.
Staff chase completion manually
A sent message does not tell the front desk whether the patient opened, completed, or still needs help.
Questions interrupt the workflow
Patients may reply with a question while the forms task still needs to stay open for submission.
From booking to complete
How Savvy gets the right forms finished
The appointment chooses the packet. Savvy sends it, checks for completion, and stops reminders when the patient is done.
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01
Start from the booked visit
Use the appointment details and your practice’s form choices to select the required packet.
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02
Send the approved forms
Deliver the secure form link in a clear patient message.
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Check and follow up
Wait for the completed packet and send an approved reminder only when it remains incomplete.
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Complete or notify staff
Finish when the right submission arrives, or notify staff after the final wait, cancellation, opt-out, or request for help.
Inside Agent Hub
See the exact forms and actions your practice approves.
Real product view
Respectful by default
No wrong packets. No endless reminders.
Only approved forms are sent. Cancellation, opt-out, staff takeover, or a completed packet stops further reminders.
- Never select an unapproved form outside the practice’s routing configuration.
- Never mark the forms complete because a link was merely sent.
- Never continue reminders after cancellation, opt-out, or staff takeover.
- Never expose internal software language to the patient.
One connected intake
Booking, forms, and front-office work stay together.
Explore the form builder, patient conversations, and front-office tools that support the intake experience.
Patient Forms
Build, import, activate, send, and review the mobile-ready forms used by this workflow.
Ira AI Receptionist
Book the visit and continue patient conversations while the forms run waits for completion.
Front Office Automation
Connect forms with booking, reminders, insurance, and staff attention.
Prepare the next visit
More ways Agent Hub gets patients ready
Agent Hub workflow
Appointment Confirmation
Texts eligible patients and calls about upcoming visits, records clear confirmations, watches for replies, and alerts the front desk when help is needed.
Agent Hub workflow
Insurance Collection
Collects missing policy details before a visit, waits for the patient update, and then checks eligibility.
Agent Hub workflow
Review Management
Checks in after completed visits, sends review links to happy patients, and routes concerns to staff.
See a cleaner intake day
Show us your form packet. We’ll show you a better patient arrival.
See how Savvy selects the right forms, follows up without over-messaging, and gives staff time to help the patients who need it.