Intakes
Digital Intake Forms
View and manage your HIPAA-compliant digital forms.
| Form ID | Client | Form Type | Date Submitted | Status | Agent | |
|---|---|---|---|---|---|---|
| FORM-1001 | John Smith | HIPAA Consent | May 8, 2025 | Complete | Jane Cooper | |
| FORM-1002 | Maria Johnson | Medicare Scope of Appointment | May 7, 2025 | Complete | Jane Cooper | |
| FORM-1003 | Robert Davis | Permission to Contact | May 6, 2025 | Incomplete | Marcus Kim | |
| FORM-1004 | Sarah Williams | Health Questionnaire | May 5, 2025 | Complete | Jane Cooper | |
| FORM-1005 | James Brown | Medicare Advantage Application | May 5, 2025 | Pending Signature | Marcus Kim |
Showing 5 of 347 forms
Total Forms
347
+28 this month
Completion Rate
87%
+3% from last month
Form Types
HIPAA Consent
32%SOA
28%PTC
24%Other
16%