Patients complete their paperwork before the visit.

Modulon texts each patient a short form after booking. Answers, insurance cards and signed consents go into your EHR, so your front desk doesn't retype them.

Book a demo

Five short steps on the patient's phone.

The form takes about 5 minutes. Patients can stop and come back to it from the same link.

  1. Step 1 of 5

    Your details

    NameDaniel Morales
    Date of birth03/18/1979
    Phone(612) 555-0147
    PharmacyWalgreens, Lake St

    1 · Your details

  2. Step 2 of 5

    Insurance card and ID

    HealthPartners

    HP4471-0938

    Photo ID

    2 · Insurance card and ID

  3. Step 3 of 5

    Medications and allergies

    Clobetasol 0.05%Doxycycline 100 mgLisinopril 10 mgAllergiesPenicillin

    3 · Medications and allergies

  4. Step 4 of 5

    Medical history

    AsthmaHigh blood pressureDiabetesPrior surgery

    4 · Medical history

  5. Step 5 of 5

    Consents and signature

    Treatment consentPrivacy noticePhoto consent
    D. Morales

    5 · Consents and signature

Your practice chooses the questions and consents for each visit type.
DMMedications · Daniel MoralesFrom his chart · confirm or update
  • Clobetasol 0.05% ointmentStill taking
  • Doxycycline 100 mgStopped
  • Added: Lisinopril 10 mgNew

Address, insurance and pharmacy unchanged

Confirm

Returning patients only confirm what changed.

Modulon fills in the form from the chart. The patient checks it, and only the changes are written back.

Anything unclear goes to your team before the visit.

Modulon flags fields it could not read with confidence for a person to check, and reminds patients who haven't finished.

Check member ID

Front desk · Today

Read as HP4471-0938, low confidence

ConfirmEdit

Form reminders · Daniel Morales

  1. Oct 1Form sent
  2. Oct 6Reminder sent
  3. Oct 7Completed

Patients who haven't finished get a reminder by text with the same link.

Answers go straight into your EHR.

Completed forms are written to the patient's record in your EHR. Insurance from the card is checked with the payer through Stedi.

  1. Sent by text after booking

  2. Modulon
    Reads answers and cardsCoverage checked withStedi
  3. EHR

    Written to the patient's record

Frequently asked questions

Something else? Ask us directly.