PDF Automation / Patient Intake

Automate patient intake PDF forms.

Patient intake paperwork — medical history, insurance details, HIPAA consent, financial agreement — is the most paper-intensive workflow in clinical practice. Docuplete converts every intake PDF into a guided digital interview patients complete before arriving. No waiting room paper. No handwriting to re-key. No incomplete forms.

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The automation pipeline

Every step — automated, in sequence.

Step 1

Upload your PDF

Any format — scanned, fixed-layout, AcroForm

Step 2

Map fields visually

Drag boxes onto every field — one field, any coordinates

Step 3

Client fills interview

Guided, conditional — any device, no account

Step 4

PDF generated

Exact placement at mapped coordinates

Step 5

OTP-verified signature

RFC 3161 timestamp applied automatically

Step 6

Delivered everywhere

Stored, Drive, HubSpot, webhook fired

What gets captured

Every field — collected once, placed accurately.

Docuplete maps each field from your PDF. Client interview answers fill every location — including repeated fields like name in header, body, and signature block.

Patient name, date of birth, gender
Insurance carrier, member ID, group number
Emergency contact name and relationship
Primary care physician — If referred
Chief complaint and reason for visit
Current medications and dosages
Known allergies with reaction type
Medical history — Conditional follow-up per condition
Patient signature and date

Automation scenarios

Real workflows this replaces.

📱

Complete before the appointment — not during it

Send the intake interview link with the booking confirmation. Patients complete on their phone at home — medical history, insurance details, HIPAA consent. By the time they arrive, their intake is done and you've reviewed their history.

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Conditional history — shorter for healthy patients

A patient with no chronic conditions skips the condition-specific follow-up questions. A patient with diabetes, hypertension, or asthma sees the right follow-ups for each disclosure. Shorter forms for simple cases, complete data for complex ones.

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Webhook to your EHR or scheduling system

When a patient submits intake, Docuplete fires a signed webhook to your EHR or scheduling system endpoint. Create the patient record, populate demographics and insurance, notify the clinical team — all automatic, zero staff action.

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Bundle intake + consent in one session

Patient intake, medical history, and HIPAA consent are often separate forms. Configure Docuplete to deliver all three in one guided session — one link, one submission, three signed PDFs saved to Drive and stored in the submission bank.

Why Docuplete

Built for PDFs that resist standard tools.

Works with any PDF — including scanned

Most PDF form tools require AcroForm interactive fields. Docuplete uses visual coordinate mapping — drag a box onto each field. Works on scanned images, fixed-layout forms, and proprietary carrier or custodian PDFs.

One field mapped once, filled forever

Set up the field mapping once. Every future session fills all fields automatically from the client's interview answers. One template serves thousands of clients.

Conditional interview logic

Show follow-up questions only when triggered. Medical history, EDD screening, beneficiary schedules — conditional branches are configured per document and applied automatically.

OTP-verified e-signature + RFC 3161 timestamp

Clients sign in the same session. Email OTP verification links the signature to a verified identity. RFC 3161 timestamp from an independent authority proves exactly when the document was signed.

Delivery everywhere — automatically

Completed PDF stored in submission bank, saved to Google Drive, attached to HubSpot contact, and your webhook endpoint fired — all on submission, all automatic.

Prefill from your systems

Pass known values when creating a session — account numbers, client names, policy details — and they appear pre-filled in the interview. Client only completes the unknowns.