Digital Patient Intake for Independent Optometry Practices
Replace paper forms with secure, mobile-friendly intake that collects eye care history, vision insurance, and consent — before patients walk in.
Your front desk spends 45+ minutes per day re-entering handwritten forms into your EHR. Patients arrive early to fill out clipboards. Half the forms come back with missing fields.
Free plan available · No credit card required · 14-day trial on paid plans
Built for Independent Optometry Practices
- Affordable plans starting at $99/month — not enterprise pricing designed for PE-backed chains
- No long-term contracts. Cancel anytime. Your patient data stays yours.
- Simple enough for a 2-person office, powerful enough for multi-location practices
Save time on every patient visit
Digital intake eliminates manual data entry, reduces errors, and lets your staff focus on patient care.
15+
Staff hours saved per month
5 min
Average patient completion time
Eliminate illegible handwriting on visual acuity and medication fields
Review eye history, current prescriptions, and insurance before the exam starts
Built for Optometry Intake
Pre-built fields designed for the specific needs of your optometry practice.
Current Eyewear
Glasses, contacts, both, or none
Vision Insurance Provider
VSP, EyeMed, Davis Vision, etc.
Last Eye Exam Date
When was your last comprehensive eye exam?
Eye Conditions History
Glaucoma, cataracts, macular degeneration, dry eye
Current Medications
List all current medications including eye drops
Retinal Imaging Consent
Consent for retinal camera screening
Up and running in minutes
Three simple steps to digitize your optometry patient intake.
Create Your Form
Use the drag-and-drop builder with pre-built optometry sections. Add specialty-specific fields and customize everything to match your practice.
Share With Patients
Send patients a simple link before their appointment. They complete forms on any device - no app, no login. Auto-save protects their progress.
Review Submissions
View completed intake forms in your admin dashboard. Search, filter, and mark as reviewed - all before the patient arrives.
Everything your optometry practice needs
Purpose-built features for modern optometry patient intake.
Vision Insurance Collection
Collect VSP, EyeMed, and other vision plan details before the visit. No more chasing cards at check-in.
Eye History Intake
Comprehensive eye condition history with checkboxes for common conditions. Patients report accurately from home.
HIPAA-Compliant Security
AES-256 encryption, field-level encryption for PHI, and full audit logging. Built for healthcare from day one.
Mobile-First Forms
Patients complete forms on their phone in 5 minutes. No app download required — just a link.
Frequently asked questions
Common questions about PatientForms.io for optometry practices.
Still have questions? Reach out to our team
Ready to modernize your optometry intake?
Join hundreds of independent practices that have eliminated paper intake forms. Start free - upgrade when you're ready.
- Free plan available - no credit card required
- HIPAA-compliant from day one
- Set up your first form in minutes