The form is the easy part. What happens after Submit is the product.
Lemonade forms bring information into the same workflow that runs the rest of the practice. Each submission is checked, organized, and turned into a record, a task, or a booking, so staff see what needs their attention.
- Price
- $29/month per form
- Back-end build
- Included at 10 or more forms
- Security
- All forms secure · healthcare forms HIPAA compliant
- Works with
- Lemonade practice platform, or on its own
Why Lemonade Forms
Most form tools stop at Submit. Lemonade starts there.
Building an electronic form is the easy part, and many products can do it. The value is the work that happens next, which usually lands on staff.
A typical form tool
- 1The submission arrives as an email or a spreadsheet row
- 2Someone reads it and decides what it is
- 3They re-type it into the system of record
- 4They create the follow-up and remember to check on it
- 5Keeping track of what is still open is up to staff
Every step after Submit is staff time.
Lemonade
- 1The person completes the form
- 2Lemonade checks and organizes the submission
- 3It enters the right record and back-end workflow
- 4Tasks are created where they're needed, with an owner
- 5Staff see what requires attention, and managers see what's still open
Staff start at the step that needs a person.
Start here
What are you trying to collect?
Pick one to see what the person does, what Lemonade does, and what your organization sees.
Patient intakeNew patients before their first visit
What the person does
- Opens the link from a text or email
- Answers questions and uploads insurance cards
- Signs consents in the same flow
What Lemonade does
- Checks required answers and files
- Creates or updates the patient record
- Puts answers and scores in the chart
- Opens a task if insurance needs verifying
What your organization sees
- Visit marked paperwork complete in Continuity
- Answers ready in the chart before the visit
- The follow-ups that need a person
ReferralProviders, attorneys, case managers, other referral sources
What the person does
- Fills in patient and referral details
- Attaches referral letters and records
What Lemonade does
- Creates the referral in Intake with a patient record
- Assigns an owner
- Starts authorization and scheduling steps
What your organization sees
- A new referral with its next action and owner
- Time elapsed and percent complete
- The referral source, ready for updates
ConsentPatients or clients agreeing to treatment, telehealth, or policies
What the person does
- Reads the document
- Signs electronically
What Lemonade does
- Stores the signed consent on the record
- Marks the requirement done for the upcoming visit
What your organization sees
- Who has and hasn't signed, before the visit
Records requestPatients, attorneys, or other practices asking for records
What the person does
- Identifies themselves and what they need
- Signs the authorization
What Lemonade does
- Verifies the request is complete
- Routes it to the right person with a due date
- Logs the request on the record
What your organization sees
- Open requests with owners and due dates
- A history of what was sent and when
Employee onboardingNew hires
What the person does
- Enters personal and emergency-contact details
- Uploads licenses and certificates
- Signs policies
What Lemonade does
- Creates the employee record
- Files licenses, certificates, and signed policies
- Opens tasks for anything missing
What your organization sees
- Who is fully onboarded and what is missing
Client applicationApplicants and new clients outside healthcare
What the person does
- Completes the application
- Uploads supporting documents
What Lemonade does
- Checks the application is complete
- Creates the client file
- Routes it for review and sends a confirmation
What your organization sees
- Applications waiting for review, with documents attached
Custom workflowAnything your team collects today on paper or by email
What the person does
- Fills in the form you design with us
What Lemonade does
- Runs the steps you choose: route, assign, create tasks, alert, book, collect signatures, confirm
What your organization sees
- The result, ready to act on, instead of an email to re-type
After Submit
Pick the steps. Lemonade runs them on each submission.
- Verify identity
- Optionally confirm who is filling the form before it opens.
- Save to the record
- Create or update the patient, client, or employee record.
- Route
- Send it to the right team, location, or person based on the answers.
- Create tasks
- Open the follow-up work with an owner and a due date.
- Alert
- Notify staff about urgent or incomplete answers.
- Book
- Let the person pick an appointment as the last step.
- Collect signatures
- Consents and agreements e-signed in the same flow.
- Confirm
- Send the person a confirmation and next steps.
New Patient Intake · submitted 9:12 AM
6 steps ran- 1Identity checkVerified before the form opened
- 2Saved to recordNew patient record created in Lemonade
- 3AssignedFront desk queue · Maria
- 4Task createdVerify insurance before visit
- 5BookingPatient picked Tue 9:30 AM
- 6ConfirmationText and email sent to patient
Illustration. Steps vary by form and are set up with you.
Not in healthcare?
The same forms and workflows, for other organizations
Lemonade was built to run medical practices. Its forms, workflow automation, compliance tracking, and information management can also be configured for other organizations.
- LegalTypical forms: Client intake, conflict check, engagement letter, document uploadLands in Lemonade as: Matter record, review task, e-signature
- Accounting & taxTypical forms: Organizer, document checklist, engagement, payment authorizationLands in Lemonade as: Client file, document requests, deadline tasks
- Professional servicesTypical forms: Onboarding, project request, change request, feedbackLands in Lemonade as: Client record, project tasks, notifications
- Any team, internallyTypical forms: Incident report, time-off request, equipment request, audit checklistLands in Lemonade as: Approvals, owners, searchable records
All forms are secure. The HIPAA claim applies to healthcare forms.
Forms
$29/month per form
- Connected to the Lemonade back end
- Back-end build included at 10+ forms
- Secure uploads and e-signatures
- Healthcare forms HIPAA compliant
Do I need the full Lemonade platform to use forms?
No. Forms work on their own. Submissions still go into Lemonade's back end, so adding the rest of the platform later doesn't mean re-entering anything.
Who builds the forms?
We build them with you. The back-end build is included when you have 10 or more forms.
Can forms go on our website?
Yes. Your website is a front door into Lemonade. Share forms by link, text, or email, or place them on your site.
What does my team still do?
Act on what Lemonade surfaces: the tasks, alerts, and reviews created from each submission.
Send us one form you use today
A PDF, a paper form, or a list of questions. We'll show you what Lemonade does with it after Submit.