New Patient Intake Form Template

Printable patient intake form with 16 questions covering personal details, insurance, medical history, and emergency contacts.

Use this template

Copy this template into your account, then customize it to suit your needs.

This printable patient intake form gives your front desk a complete new patient record on one clipboard, with 16 questions spanning personal details, insurance, medical history, and emergency contacts. Patients complete it in the waiting room in a few minutes, and you skip the manual typing when they hand it back.

What this survey measures

The form collects everything you need to register a new patient: full name, date of birth, address, phone, and email, plus gender for your records. It captures insurance provider and policy details for billing, then walks through a medical history grid covering common conditions like high blood pressure, diabetes, heart disease, asthma, allergies, and anxiety or depression. Open boxes let patients list current medications and allergies in their own words, and an emergency contact section records who to reach and how. A signature and date line closes the form with the patient's consent.

How to use it on paper

Hand the form to new patients at check-in on a clipboard, or leave copies at the reception desk. Patients fill the checkboxes and write their answers with a blue or black pen, then sign at the bottom. Collect the completed forms and scan them in batches: PaperSurvey reads the checkbox answers with optical mark recognition and converts the handwritten fields to text automatically, so each record lands in your dashboard without any manual data entry.

Customize this template

Add your practice logo, reword any field to match your specialty, or add and remove questions such as a preferred pharmacy or primary care provider. The paper layout reflows automatically as you edit, and every copy you print stays scannable.

Preview the PDF above, or use this template to start registering new patients today.

Questions in this template

  1. Full name
  2. Date of birth
  3. Home address
  4. Phone number
  5. Email address
  6. Gender
  7. Insurance provider
  8. Policy or member number
  9. Do you have or have you had any of the following?
  10. Please list any current medications
  11. Please list any allergies
  12. Contact name
  13. Relationship
  14. Contact phone
  15. Patient signature
  16. Date

Get started with PaperSurvey.io

Create, print, and scan paper surveys with automatic data extraction.

Get Started

Start your 14-day free trial now, no credit card required.