Browse form examples

Examples of Lobbie's forms. We digitize, edit and custom-build forms for free for all clients.

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Built for your business

Our end-to-end client on-boarding solutions improve, automate and optimize your intake process, starting before the client's arrival and continues after they leave.
Increase your registration efficiency, reduce no-shows, late arrival and client churn using our dynamic, self scheduling, confirmation and reminder systems and our automated Open Appointment Management (OAM) features and functionality.
Lobbie digital forms and registration allows clients to fill out forms quickly on their preferred device, helping eliminate wait times, improve client experience and increase financial results. We’ll build your forms for you. Fully HIPAA-compliant.
Eliminate redundant tasks for your clients AND staff, while improving communication and workflow, pre-, during and post appointment.
Integrate with videoconferencing software like Zoom, Microsoft Teams and more. Or, connect Lobbie with your own proprietary system. Lobbie has HL7 / FHIR and API integration readiness.
Lobbie gives you insight into how you are doing and the tools to keep your schedules full and on-time!

"

Lobbie has been great... it is incredibly user friendly, simple, and efficient! We have seen such an improvement in paperwork getting filled out and makes it much more accessible for everybody."

Charles Newsome, General Manager,

Takoma Wellness Center

"

Lobbie has not only made our intake operation faster and more efficient, it looks 100% better than any process we have had in our 8 years of existence! I highly recommend this platform.”

Tommy Costello, Office Administrator,
Empire Therapy

Starting intake by sending forms to clients or their representatives is easy as 1-2-3

How Lobbie works

Simple but powerful client management solutions for your workflow. You can use Lobbie for just sending forms or have Lobbie handle your entire client life cycle.

1. Send your digital forms or Intake Packets manually or automatically when an appointment is scheduled

Our pre-arrival digital forms and client intake system lets your clients AND staff spend less time on scheduling and registration.
Our end-to-end client on-boarding solutions improves and optimizes your waiting room, starting before the client's arrival and continues after they leave.
We will create electronic versions of all of your forms and docs. If you don't have forms, you can use our pre-made templates.
Forms can be put on your website or easily sent to clients via email or text. You can even use QR codes to get the right form to the right person, both in-office and remotely. The correct form or packet can also be sent automatically when using the Lobbie appointment scheduling functionality.
Clients confidentially and efficiently answer questions about their clinical history and health risks, at their own pace and from anywhere they choose (home, work, their car, etc), instead of rushing through forms in your office or slowing down the patient queue.
Increase efficiency and eliminate redundant tasks, manage appointments online, in real time, clients can even self-schedule from any device if allowed.

2. The client gets notifications and reminders via text and/or email about required forms or scheduled appointments

Increase intake efficiency, reduce no-shows, late arrival, missing forms and client churn using our dynamic confirmation and reminder systems.
Lobbie is optimized for mobile, desktop and tablets. Clients don't have to download anything or create an account. They love Lobbie’s simplicity!
Forms not completed in one sitting can be saved and finished when convenient or prompted.
E-Sign and Consent Management - All consent forms, disclosure, privacy notices, etc are dynamic and signed by clients electronically as often as you require (once, every six months or annually), by the client or representative you require.
Clients are sent confirmation of appointment scheduling and are sent reminders as the date draws near.
Clients that have opted in to waiting list alerts can be messaged that an earlier appointment by type is available if another client cancels. They can even schedule themselves with Lobbie’s self-scheduling turned on.
Lobbie’s confirmation and reminder system makes your client communication and scheduling easier and more effective, while keeping your clients informed and organized pre-, during and -post their appointment.

3. Get a full up-to-date overview of all form statuses and scheduled appointment workflow

Pre-arrival – Expect up to 91% of clients to complete their forms before they arrive, using their smartphones or desktop computers
Automated Reminders - A dashboard shows you the status of every client, their forms completion percentage, any appointment status and can even direct them to the proper treatment room as required
Easily export completed forms directly into PDF, Print or your PM or EHR system. Same with appointment data.
Do you know how your business or facility did today? Last week or month? How many no-shows, cancellations or how many appointments started late because of clients or your employees? Lobbie gives you insight into how you are doing and the tools and reports to keep your schedules full and on-time!

Lobbie features

Forms

Fully HIPAA-Compliant
Client Representative feature
Responsive - works on mobile, tablet and desktop devices
Pre-fill prior to sending to the client
Post-fill editing
Print or export to PDF
Custom-built forms
Extensive forms library
Archive forms when a client has been processed
Freely change form due dates for clients

Client Appointment Scheduling

Integrate to your system
Google / Microsoft Calendar integrations
Client Self-Scheduling
Employee Availability Scheduling
Virtual Meeting Scheduling

Integrations

Integrate to your system using Lobbie's API
SFTP file transfer
HL7 / FHIR
Fully managed integration process - We'll do the work for you

Notifications

Email & SMS
Form reminders
Upcoming appointment reminders
Notifications when a client has completed their forms

Lobbie can help you with all of your front-office needs!

Solutions for all business sizes. From a simple forms-only solution for smaller businesses, all the way to a comprehensive client relationship management system.

No-Contact Intake

Best-in-class, fully customizable online client intake and registration

Online Forms

Make registration easy and simple for both clients and staff

Analytics & Reporting

Robust analytics and reports across all of our solutions

Appointments & OAM

Optimize and maximize employee and clients schedules online and mobile

Client Communication

Improve reminders and alerts before, during and post appointments

Integration & Security

Integrate and auto-update your other systems seamlessly and securely

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An easy to use but powerful platform that simplifies patient intake and reduces front desk workload. Lobbie has customized workflow and solutions for a variety of facilities and specialties:

Digital forms and client intake solutions for

HC services & consulting

Examples of Lobbie's forms. We digitize, edit and custom-build forms for free for all clients.

Built for your business

Our end-to-end client on-boarding solutions improve, automate and optimize your intake process, starting before the client's arrival and continues after they leave.

Increase your registration efficiency, reduce no-shows, late arrival and client churn using our dynamic, self scheduling, confirmation and reminder systems and our automated Open Appointment Management (OAM) features and functionality.

Lobbie digital forms and registration allows clients to fill out forms quickly on their preferred device, helping eliminate wait times, improve client experience and increase financial results. We’ll build your forms for you. Fully HIPAA-compliant.

Eliminate redundant tasks for your clients AND staff, while improving communication and workflow, pre-, during and post appointment.

Integrate with videoconferencing software like Zoom, Microsoft Teams and more. Or, connect Lobbie with your own proprietary system. Lobbie has HL7 / FHIR and API integration readiness.

Lobbie gives you insight into how you are doing and the tools to keep your schedules full and on-time!

Designed for pediatric practices

Schedule appointments or just send forms to patients from all age groups - Adults and also underage patients, using Lobbie's "Personal Representative" feature

Have forms and appointment-related communications sent to patient representatives instead of the actual patient

Easy to use for staff and patients

Eliminate redundant tasks for your clients AND staff, while improving communication and workflow, pre-, during and post appointment.

Integrate to your EHR, Zoom or any other system. Lobbie has HL7 / FHIR integration readiness and optional SFTP and other connections.

Lobbie gives you insight into how you are doing and the tools to keep your schedules full and on-time!

Designed for pediatric practices

Schedule appointments or just send forms to patients from all age groups - Adults and also underage patients, using Lobbie's "Personal Representative" feature

Have forms and appointment-related communications sent to patient representatives instead of the actual patient

Easy to use for staff and patients

Designed for pediatric practices

Schedule appointments or just send forms to patients from all age groups - Adults and also underage patients, using Lobbie's "Personal Representative" feature

Have forms and appointment-related communications sent to patient representatives instead of the actual patient

Easy to use for staff and patients

"

Lobbie has been great... it is incredibly user friendly, simple, and efficient! We have seen such an improvement in paperwork getting filled out and makes it much more accessible for everybody."

Charles Newsome, General Manager,

Takoma Wellness Center

"

"

Lobbie has not only made our intake operation faster and more efficient, it looks 100% better than any process we have had in our 8 years of existence! I highly recommend this platform.”

Tommy Costello, Office Administrator, Empire Therapy

How Lobbie works

1. Send your digital forms or Intake Packets manually or automatically when an appointment is scheduled

Our pre-arrival digital forms and client intake system lets your clients AND staff spend less time on scheduling and registration.

Our end-to-end client on-boarding solutions improves and optimizes your waiting room, starting before the client's arrival and continues after they leave.

We will create electronic versions of all of your forms and docs. If you don't have forms, you can use our pre-made templates.

Forms can be put on your website or easily sent to clients via email or text. You can even use QR codes to get the right form to the right person, both in-office and remotely. The correct form or packet can also be sent automatically when using the Lobbie appointment scheduling functionality.

Clients confidentially and efficiently answer questions about their clinical history and health risks, at their own pace and from anywhere they choose (home, work, their car, etc), instead of rushing through forms in your office or slowing down the patient queue.

Increase efficiency and eliminate redundant tasks, manage appointments online, in real time, clients can even self-schedule from any device if allowed.

2. The client gets notifications and reminders via text and/or email about required forms or scheduled appointments

Increase intake efficiency, reduce no-shows, late arrival, missing forms and client churn using our dynamic confirmation and reminder systems.

Lobbie is optimized for mobile, desktop and tablets. Clients don't have to download anything or create an account. They love Lobbie’s simplicity!

Forms not completed in one sitting can be saved and finished when convenient or prompted.

E-Sign and Consent Management - All consent forms, disclosure, privacy notices, etc are dynamic and signed by clients electronically as often as you require (once, every six months or annually), by the client or representative you require.

Clients are sent confirmation of appointment scheduling and are sent reminders as the date draws near.

Clients that have opted in to waiting list alerts can be messaged that an earlier appointment by type is available if another client cancels. They can even schedule themselves with Lobbie’s self-scheduling turned on.

Lobbie’s confirmation and reminder system makes your client communication and scheduling easier and more effective, while keeping your clients informed and organized pre-, during and -post their appointment.

3. Get a full up-to-date overview of all form statuses and scheduled appointment workflow

Pre-arrival – Expect up to 91% of clients to complete their forms before they arrive, using their smartphones or desktop computers

Automated Reminders - A dashboard shows you the status of every client, their forms completion percentage, any appointment status and can even direct them to the proper treatment room as required

Easily export completed forms directly into PDF, Print or your PM or EHR system. Same with appointment data.

Do you know how your business or facility did today? Last week or month? How many no-shows, cancellations or how many appointments started late because of clients or your employees? Lobbie gives you insight into how you are doing and the tools and reports to keep your schedules full and on-time!

Lobbie features

Forms

Client Appointment Scheduling

Integrations

Notifications

Lobbie can help you with all of your front-office needs!

Lobbie also inlcudes

No-Contact Intake

Online Forms

Analytics & Reporting

Appointments & OAM

Client Communication

Integration & Security

Schedule a demo

Tommy Costello, Office Administrator,
Empire Therapy