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Official Cortico Product information for customers and users.

Custom Intake Forms

Cortico Forms/Files

Custom Intake Forms

Diagnostic and administrative forms, custom for your clinic.

Last updated on 30 Oct, 2025

Cortico is capable of displaying fully custom forms at different points during the patient experience.

 

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Forms can be collected during these steps:

 

  1. Booking

  2. Registration

  3. Terminal check-in/scheduling

  4. Post-booking in the Waiting Area

  5. Sent to patient directly for completion from the Cortico Day Sheet

 

The output of those intake forms has a variety of options available for where the patient's answers are stored:

 

  1. Answers saved in appointment notes

  2. Answers saved in 'reason for visit' field

  3. Answers saved as a pop-up in Oscar (via our plug-in)

  4. Answers emailed to your staff

  5. (Premium- available for supported vendor) The form is automatically added to the patient's E-chart. 

 

Form features

 

Answer formats: Answers can be single-selection, multiple-selection, or free text (typing).

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Notes: A message can be displayed based on the patient's answer.

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External Forms: External pdfs can be linked to the form so that the patient can read information and come back to the fillable form

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Service Fee: Attach a service fee to certain answers

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