Describe the questions your front desk actually needs and get a working intake form in minutes, with branching that hides everything irrelevant and a record waiting on the other side. Somebody books an appointment, fills the form on their phone, and by the time they reach the counter their details are already in a table your team can review, sort, and act on.
Start from the App Signup Flow. It is a real running Taskade Genesis app rather than a screenshot, and it is a signup form rather than a patient intake form, so treat it as the closest working starting point: submit a response, watch the record appear, then clone it into your own workspace in about ten seconds and reshape the questions and branching into the intake form your practice needs. That is the whole point of trying before committing. You see a finished thing working, then you own a copy you can rewrite.
What you get is a complete front desk loop rather than a form file. The build includes the questions themselves, the branching rules underneath them, a record for every submission with a status column, a review queue for anything incomplete, and an AI agent that reads each response and flags what is missing before staff open it. Branching is written in plain language: say "ask for the referring office only when they answer yes to being referred" and the form asks it only then. The full mechanics live in build a form with logic.
The same submissions render in every layout your day needs:
- Table view for the full grid of responses with every field side by side
- Board view to move each record through submitted, reviewed, and ready
- Calendar view to see submissions sitting against their appointment dates
- List view for a clean queue when someone sits down to clear the backlog
- Plus the rest of the 7 project views
Automations keep the form from becoming a graveyard. Wire it to Taskade automations on any paid plan and a new submission creates a review task, assigns the right coordinator, and starts a reminder if a required field came back blank. Across 100+ bidirectional integrations, Google Forms and your booking tool pull submissions in while Gmail, Slack, and Google Calendar push confirmations and internal alerts out. The forms trigger is the piece that starts the chain.
The AI agents inside the app carry 34 built-in tools including persistent memory, file analysis, web search, and custom slash commands. The agent that watches your intake queue remembers how your practice words things, so the follow-up message asking for a missing phone number sounds like your front desk rather than a system notification.
This is Workspace DNA doing the work rather than a form file sitting still. Memory holds every question your practice has agreed on and every submission that has come back. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads each response, spots the blank that will cause a problem on the day, and phrases the follow-up. Execution creates the review task and sends the request. That loop is why the form still works in month six instead of becoming another folder nobody opens.
Running it in your practice
- Describe the form once. Write the questions and the branching in plain language, the way you would explain them to a new coordinator on their first morning.
- Open the embedded app and clone it. You get a running copy in your own workspace in about ten seconds, with the form, the records, and the views already connected.
- Mark what is genuinely required. Most practices discover their real required list is shorter than the current form implies, and shorter forms come back faster.
- Send it with the booking confirmation. A link in the confirmation gets far higher completion than a clipboard handed over at the counter.
- Work the flagged records each morning. Only the incomplete ones need a person, so a batch of thirty submissions costs you the time of the three that are short.
What changes at the desk is immediate and small: the person arriving at nine is already in the system, and the clipboard stops being part of the greeting.
Ownership is direct. Clone the app, invite your whole team, and the responses stay in your workspace under your rules. You decide what the form asks, who can open the answers, and what happens to a record afterwards.
Where to go next: browse live apps other practices built in the Community Gallery, start a fresh build at create, read document intake if half your forms still arrive on paper, or learn how uploads behave in file uploads. Pair this with chasing missing intake information to close the gaps, and with the intake question bank when you want one library of questions feeding every form you run.
Frequently Asked Questions
Do I need to know how to build forms to use this?
No. You describe the questions the way you would explain them to a new hire and Taskade Genesis writes the form. Branching is described in sentences rather than configured in a logic table, so changing a rule means editing a line of plain text rather than rebuilding a flow.
Can people fill the form on a phone?
Yes. The published app works in a mobile browser, so someone can complete intake in the car park or the waiting room without an install. Long forms feel shorter on a phone because branching hides every question that does not apply to them.
How do I stop half-finished submissions from piling up?
The AI agent reads each response as it arrives and marks anything with a required field left blank. From there an automation on a paid plan can create a follow-up task or send a short message asking for the one missing detail. The queue stays honest because nothing sits unreviewed by default.
Can different visit types ask different questions?
Yes. One form can branch by reason for visit so a routine check and a first consultation see different sections. If you would rather run separate packets per visit type, see assembling form packets by visit type.
Does this replace our scheduling software?
It does not have to. Most practices keep booking where it is and use the intake app for the paperwork and follow-up around each appointment. With 100+ bidirectional integrations you can pull appointments in from your calendar so each record lines up with the right date.
Who can see the answers?
Whoever you invite, and nobody else by default. You control workspace access, and on the Business plan and above you can publish a sign-in protected page on your own domain so people see only their own submission. App Users is in beta.
Does the app give any medical guidance?
No. It handles front desk coordination: collecting answers, organising records, and tracking what happens next. Every clinical judgement stays with your practice, and the app makes no recommendation about care.
What does it cost to run?
The Free plan gives you up to 6,000 one-time AI credits, 1,000 when you verify your email and 5,000 on your first build, with no monthly reset, plus 3 Taskade Genesis apps and 1 agent. Automations and monthly credits start on paid plans, from Pro at $10/mo billed annually.
