Od Intake

Clinical Intake
Made Easy

Od Intake helps patients complete structured intake before the visit, gives clinicians chart-ready summaries, and keeps the right details organized directly in your EHR.

Patient Intake
O
Hi Sarah, welcome! Let's get you checked in for your visit.
Sounds good, ready when you are
O
What brings you in today?
I've been having really bad seasonal allergies for about three weeks now.
O
Got it, thanks! Your care team will have this before you walk in.
Form mode
Setup

Turn your existing paperwork into a digital form

Upload a PDF, Word doc, or spreadsheet and Od parses it into a structured, reusable intake form — no manual rebuilding.

Forms dashboard showing uploaded intake forms ready to process
Setup

Generate a visit in seconds

Pick a patient, provider, appointment type, and form — Od creates a secure visit ready to send.

Generate visit form with patient, provider, and form selection
Share

One code, one link — that's all your patient needs

Text or email the link, or just give them the code at check-in. No app, no account required.

Generated visit code and shareable patient link
Patient experience

Patients answer their way — form or conversation

Some patients prefer to fill out fields directly. Others prefer a guided back-and-forth. Od supports both, side by side.

Patient filling out an intake form
Patient answering intake questions conversationally
Results

Every answer arrives structured and chart ready

No more deciphering handwriting or re-typing intake forms. Answers land organized by section, ready to review.

Structured form response with patient answers organized by section
Results

Review the transcript, generate a SOAP note in one click

Read exactly what the patient said, then let Od draft a SOAP note from the visit — yours to edit before it goes in the chart.

Visit detail page with transcript and SOAP note generation
Manage

Every visit, organized and searchable

Filter by provider, form type, or date, see completion status at a glance, and export what you need for compliance.

Patient visits list with filters and status