Online Request Forms
Smarter Forms. Smoother Workflows. Happier Patients.
Paper forms and endless phone calls are among the biggest frustrations in modern practices. Patients waste time filling out the same information, while staff re-enter data into systems — often leading to errors and delays.
Compass Pro’s Online Request Forms module transforms this process into a streamlined, digital experience. Patients and clients can complete forms online before their visit, and all information flows directly into their records, saving time for everyone.
Why Online Forms Matter
From intake paperwork to prescription renewals, forms are everywhere. Yet many practices still rely on printed copies or basic PDFs. The drawbacks include:
- Patients filling forms repeatedly.
- Staff wasting time on manual data entry.
- Lost or incomplete paperwork.
- Compliance risks from unsecured data handling.
Compass Pro eliminates these problems with secure, customizable online forms that connect directly to the patient management system.
How Compass Pro Online Request Forms Work
- Customizable Templates – Create intake forms, consent forms, prescription refill requests, or custom forms tailored to your practice.
- Patient Portal Access – Patients log in securely to complete forms online before appointments.
- Direct Integration – Submitted data flows automatically into the patient’s record, reducing duplication.
- Digital Signatures – Collect legally binding e-signatures within the form.
- Mobile-Friendly – Patients can fill forms from any device — desktop, tablet, or smartphone.
- Conditional Logic – Forms adapt to patient responses, ensuring only relevant questions appear.
- Notifications – Staff are alerted instantly when forms are submitted or require review.
Benefits of Compass Pro Request Forms
- Save Time – Eliminate manual data entry and reduce paperwork bottlenecks.
- Improve Accuracy – Patient-submitted data goes directly into the system, reducing errors.
- Enhance Patient Experience – Convenient, mobile-friendly forms respect patients’ time.
- Support Compliance – Secure, encrypted submissions ensure HIPAA, PIPEDA, and GDPR alignment.
- Reduce Wait Times – Patients complete forms before their visit, keeping schedules on track.
- Flexibility – Build forms for multiple use cases, from onboarding to follow-ups.
Who Benefits Most
- Patients & Clients – No more clipboards or repetitive paperwork.
- Front Desk Staff – Less administrative burden and fewer bottlenecks.
- Clinicians – Access complete and accurate patient data before appointments.
- Practice Managers – Ensure workflows are standardized and compliant.
Beyond Healthcare
While especially valuable for healthcare, Compass Pro’s Online Request Forms are versatile enough for educational organizations, consulting firms, and legal or financial practices. Any industry that relies on forms can benefit from secure, automated workflows.
Built for the Future
As patient and client expectations rise, digital-first experiences are no longer optional — they’re expected. Compass Pro’s form builder is designed to scale with your practice, offering more integrations, AI-powered field suggestions, and advanced analytics to track completion rates.
Ready to Ditch the Paperwork?
With Compass Pro, forms are no longer a hassle — they’re an opportunity to create a smooth, efficient, and professional experience.
Join our Pilot Program and try Online Request Forms — plus the entire Compass Pro suite — free for 12 months.