Clinical Forms & Patient Tracking

Custom clinical forms, built for the surgery center.

Replace paper consents, anesthesia records, and pre-op checklists with branded digital forms. Track every patient from check-in to discharge — all on one platform.

HIPAA compliant e-Signature ready EHR integrated
Custom forms, your way

Every form your center needs — built to match your workflow.

Whether it's a procedure-specific consent, an anesthesia evaluation, or a pre-op nursing checklist, DocForms builds it to mirror exactly how your clinical staff already works. No paper. No PDFs floating in email.

Branded Your center's logo, header, and language on every form patients see.
Conditional Fields are required only when relevant — keeping forms clinically accurate.
Complete All forms are in one place, from start to finish - no need to use multiple systems.
Informed Consent · Right Knee Arthroscopy
Ready for signature
Patient
Margaret Hollis · DOB 04/12/1962
Procedure
Diagnostic arthroscopy with partial meniscectomy, right knee
Surgeon
Dr. Anika Patel, MD
Risks reviewed
Bleeding · Infection · Nerve injury · DVT · Anesthesia reaction
Signature
Margaret Hollis
Signed 06/10/2026 · 7:42 AM · iPad in Pre-Op Bay 3
Your Forms

Same Trusted Forms. No Paper.

Continue using the forms your center already knows and trusts, but manage them digitally.

Informed Consent
Procedure-specific
Anesthesia Evaluation
Pre-op assessment
Anesthesia Record
Intra-op charting
Pre-Op Nursing
Checklist & vitals
H&P Update
History & physical
Patient Questionnaire
Pre-arrival intake
Time-Out Checklist
Universal protocol
Op Report
Surgeon documentation
PACU Record
Recovery charting
Discharge Criteria
Aldrete & instructions
Specimen Log
Pathology chain
Medication Reconciliation
Pre & post-op
Hollis, Margaret · Room OR-2
Dr. Patel · Right knee arthroscopy
On track
Check-in
Forms received · ID verified
7:14 AM
Pre-Op
Consent signed · IV started
7:42 AM
3
In OR
Time-out complete · Incision 8:18 AM
In progress
4
PACU
Awaiting handoff
5
Discharge
Family notified at PACU start
Patient tracking workflow

See every patient, every stage, in real time.

From the moment a patient checks in to the moment they walk out, DocForms shows where each case stands. Nurses, surgeons, schedulers, and family liaisons all work from one accurate view — no more whiteboards, no more guessing.

Real-time Every status change pushes instantly to OR boards, nurse tablets, and patient rooms.
Automatic Forms unlock at the right stage — H&P at check-in, time-out before incision, Aldrete in PACU.
Dependable Every field, every signature, captured as they are entered.
68%
Faster patient check-in
94%
Pre-op forms completed before arrival
0
Missing signatures at audit
12 min
Average turnover reduction
Live OR board

One view. The whole center.

Replace the dry-erase board with a live status display every team member can trust.

Check-in3
Lee, James
Cataract · Dr. Singh · 8:30
Ortiz, Maria
Colonoscopy · Dr. Wei · 8:45
Park, Daniel
EGD · Dr. Wei · 9:00
Pre-Op2
Nguyen, An
Carpal tunnel · Dr. Reyes
Foster, Beth
Cataract · Dr. Singh
In OR2
Hollis, Margaret
Knee scope · OR-2 · Dr. Patel
Reed, Howard
Hernia · OR-1 · Dr. Cole
PACU3
Tanaka, Yuki
Cataract · Phase 2
Diaz, Carlos
EGD · Phase 1
Bauer, Sarah
Colonoscopy · Phase 2
Discharged5
Patel, Rohan
7:48 AM
Cohen, Ruth
7:32 AM
Walsh, Tim
7:15 AM
Built for clinical reality

Designed by clinicians who've been in your shoes.

Forms that nurses actually want to use. Workflows that match how surgery centers really run.

Patient-facing portal

Patients complete intake from home on any device — no app to download, no login to remember.

Operational insights

Track turnover times, case durations, and form completion rates to find real bottlenecks.

HIPAA-grade security

SOC 2 hosted, encrypted end to end, with role-based access and full audit logging.

EHR integration

Two-way sync with the systems you already use — no double documentation for your staff.

e-Signature built in

Patients and providers sign on tablet, phone, or kiosk — every signature timestamped and locked.

Survey-ready records

Complete chart packets export in seconds — every signature, timestamp, and version captured.

Show us your forms. We'll show you the future.

Bring your current consents, evaluations, and checklists. In a 30-minute demo, we'll walk you through how DocForms turns them into digital workflows your team will actually use.