Forms & eSign· Platform
Import the forms you use today, send them before visits, and get them back signed on the patient's phone. Orpheus reads every one, and the signed PDF files to the chart.
Build our intake form from the PDF we already use?Ultradoc does that.
Untitled form
Add a description
Add your first question
Pick what you want to ask. Patients answer the questions in the order you arrange them here.
Build this form by asking
Attach a paper form or a document to import it, or describe the questions you need.
Maya Okafor's first visit at Northgate Family Medicine is Thursday at 9:00 AM. Follow her intake packet through the week before it, every step timed, tracked, and visible to your whole team.
New patient visit · Thu, 9:00 AM
Maya Okafor · Dr. Anika Rao · Northgate Family Medicine
Thu, Oct 8 · 9:00 AM7 days out
A rule for each appointment type sends the right forms days ahead. Staff can send a packet from any chart too, right away or scheduled up to 90 days out, with an optional due date.
Forms before the visit: New patient visit
Sent 7 days before the visit · 3 forms
New patient packet
Fill in orderSent automatically to Maya Okafor
Northgate Family Medicinenow
You have 3 forms from Northgate Family Medicine to fill out. Open Forms here in the app to get started.
Sat, Oct 10 to Mon, Oct 125 to 3 days out
Reminders go to the app, fall back to a text, and can include an automated call, on the schedule your practice sets. The moment the last form comes back, the rest are cancelled.
New patient packet
Maya Okafor · Before the visit on Thu, Oct 15
The patient finished every form. Reminders still to come were cancelled.
Not on the app? The same reminder goes by text:
Northgate Family Medicine: Before your visit on Thu, Oct 15, 9:00 AM, complete a form in Ultradoc: ultradoc.net/app
Sat, Oct 10 · 9:00 AMReminder by app message, delivered
Mon, Oct 12 · 9:00 AMReminder by automated call, no answer
Mon, Oct 12 · 7:41 PM3 days out
Patients photograph their insurance card and confirm what Ultradoc read from it, then sign with a finger or by typing their name. A checklist shows what's left before Send.
On Maya's phone · Form 1 of 3, New patient intake
Check these details and fix anything we got wrong.
Insurance company
Member ID
Group number
Signature
Signed by Maya Okafor
Mon, Oct 12 · 7:42 PMA minute later
Orpheus reads every form that comes back, writes a summary, and ranks its urgency against rules you write in plain language. Needs review puts the most urgent first.
Daniel Kowalski
Pre-op questionnaire
Urgent. Reports chest pressure on stairs this week. Knee replacement is scheduled for Oct 28.
18 min agoPriya Raman
Mood check-in
High. Sleep and appetite worse since the last visit. Asks for a sooner appointment.
1 hr agoTom Becker
Prescription refill
Elevated. Out of metformin since Sunday. Asks for a 90-day supply at his usual pharmacy.
2 hr agoLeo Martinez
Sports physical
Routine. Parent reports no concerns. Asthma inhaler already on file.
3 hr agoMaya Okafor
New patient intake
Routine. New patient. Allergic to penicillin (hives); takes lisinopril daily. Insurance card attached.
just nowTue, Oct 13 · 10:20 AM2 days out
Mark it reviewed and the PDF files itself into the patient's chart in your EHR, under the document type you choose, with a review task for a provider when you want one. Need it there sooner? File it before review.
New patient intake
Northgate Family Medicine
Legal name
Any allergies?
Signature
Signed by Maya Okafor, Oct 12, 7:41 PM
Signing certificate follows
New patient intake
EHR filing
FiledFiled for review by Dr. Anika Rao on Oct 13, 2026, 10:20 AM.
Wed, Oct 14 · 9:00 AMReminder by app message, cancelled before it went out
Thu, Oct 15 · 9:00 AMThe visit. Nothing left to fill out at the front desk.
The builder
From a short answer to a photographed insurance card, every question gets the control it needs on the patient's phone. Pick one to see both sides.
Add question
Type an answer
Pick an answer
Send files
Photograph a card
Agree and sign
Insurance card*
Photograph the front and back.
Photograph the front and back.
Show a question only after an answer above it calls for it, with as many conditions as you need. Patients never wade through questions that don't apply to them.
How many cigarettes a day?
Short answerShow this question whenallof these are true:
eSign
Who signed, for whom, how, and from where, with a fingerprint of exactly what they saw. If the record changes after signing, Ultradoc says so.
Parent signature
CancelSigning for Mateo Delgado as their parent
By signing, I electronically sign "Consent to treat a minor" as shown above on behalf of Mateo Delgado, as their parent. My electronic signature is the legal equivalent of my handwritten signature.
Try Draw or Type, then Sign.
Consent to treat a minor
Cedar Pediatrics · Mateo Delgado · DOB 06/02/2019
Signed by Rosa Delgado, parent of Mateo Delgado
Oct 9, 2026, 7:52 AMVerified
By signing, I electronically sign "Consent to treat a minor" as shown above on behalf of Mateo Delgado, as their parent. My electronic signature is the legal equivalent of my handwritten signature.
I am Mateo Delgado's parent and have the legal authority to sign for them.
Before their first signature with your practice, patients agree to sign electronically and can ask for paper instead. If they withdraw, staff record it on the chart.
Only a minor's parent or legal guardian can sign for them, and they affirm that authority before they sign. Adults sign their own forms.
If an answer a signature covers changes, or the practice updates the form, the signature clears and the patient is asked to sign again.
Every completed form becomes a PDF copy, and a signed one carries its signing certificate and event history. Patients open their copy in the app, and staff download it.
Insurance cards
Patients photograph the front and back, and Ultradoc reads the plan, member, and pharmacy details for them to check. The front desk adds it to the chart in one step.
Insurance card
Photograph the front and back.
Add this insurance card to the chart
This chart already holds Primary coverage. Choose whether the card updates it or replaces it.
Chart
Maya Okafor · DOB 03/14/1988
File as
PrimaryUpdate this coverage
For the same plan. The card's values replace what the row has for them, and everything else on it stays.
Replace it with this card
For a new plan. The row keeps only what the card carries, and everything else on it is cleared.
Follow-up
Set a form to create a task only when the answers call for one. The assistant writes it from what the patient said, and it lands with the right roles.
Prescription refill
SettingsFollow-up task
Whether a response creates a task for your team, and where it goes.
Never
Always
Only when answers match
Create a task whenanyof these are true:
Category
Refill requestsDefault priority
NormalAssign to roles (optional)
Write the task with AI
The assistant reads the answers and writes the task's title and summary. Off, the task lists the answers as they were sent.
AI instructions (optional)
Mention our 48-hour refill turnaround. Name the pharmacy.
Let AI raise priority
It can always lower priority when a patient says there's no rush. Raising it is off unless you turn it on.
Answer as the patient
How soon do you need it?
The answers matched this form's rule.
Refill metformin 500 mg: patient is out
Tom Becker ran out on Sunday. 90-day supply to Elm Street Pharmacy, Riverside, within our 48-hour refill turnaround.
From Prescription refill · Tom Becker · DOB 02/09/1971
The small things that decide whether paperwork gets done before the visit or at the front desk.
Edits save to a draft as you go. Patients keep answering the published version until you publish, and every response stays tied to the version it answered.
Ask it to check a form for problems before you publish, or to make the wording clearer for patients. Admins share the conversation, and its changes can be undone.
Save the forms you send together as a packet. Turn on Fill in order and the patient fills them one after another, in your order.
Rules per appointment type send forms a set time after checkout or the end of the visit, followed up by the same reminders.
A visit's rule can leave out forms the patient finished recently, anywhere from one month to three years.
The arrivals board flags visits that still owe forms. Staff can record them as completed elsewhere, or skip them with a reason, right at check-in.
See every form still out, its reminders so far, and what goes out next. Remind now, send again, put it on hold, or record it as done on paper.
Texts and notifications say a form is waiting, never which one, because a form's title can name a condition.
List a form in the app for patients to fill whenever they like. Prescription refill and Insurance and ID update come ready to publish.
From 15 minutes before a visit, forms still owed for it open over the patient's home screen, so they're done before the front desk asks.
A half-finished form saves as a draft on the patient's phone, encrypted, and opens again where they left off.
See submissions and follow-up tasks by form, what's awaiting review, and how many forms sent before visits were completed.
Forms take their cues from the schedule and hand what comes back to the chart, the task list, and your EHR.
The same forms engine, set up around how each practice runs its visits.
Family medicine
Northgate Family Medicine sends its new patient packet a week before every new patient visit, in order: intake, history, privacy notice. Forms finished in the last year are left out.
Orthopedics
Summit Orthopedics sends a pre-op questionnaire and surgical consent a week out. A severity rule ranks chest pain as urgent, and the signed consent files to the chart for the surgeon's review.
Pediatrics
Cedar Pediatrics sends its consent to treat to the parent's app. The parent affirms they're the child's parent or legal guardian, signs, and the certificate records who signed for whom.
Behavioral health
Lakeside Behavioral Health sends a mood check-in the day before each follow-up. A plain-language severity rule tells Orpheus to rank any mention of self-harm as urgent, so it tops Needs review.
Dermatology
Elm Street Dermatology asks new patients for close-up photos of the spot they want checked, and asks how fast it's changing only when they say it has.
Gastroenterology
Bayview GI sends colonoscopy prep instructions with an agreement to confirm the patient read them. Reminders follow up by message and call, and stop once it's done.
Forms hold some of the most sensitive answers a patient gives. Ultradoc keeps track of everyone who touches them.
How Ultradoc protects patient dataEvery part of Ultradoc reads from the same live record, so each one makes the others better.
Tell us how your practice runs. We'll set Ultradoc up around it and connect it to the EHR you already use.