online forms


Greyfinch offers 100% customizable online forms to revolutionize your onboarding process

Other PMS that offer “online forms” require you to manually transfer information to your database. But with Greyfinch, you get the convenience of 100% electronic forms that instantly saves information to a patient’s records without any interaction needed from your staff.

patient hub icon

Automatically send new patients onboarding forms after they book a visit

2 Way SMS

Have patients sign documents electronically for more convenience

Esig icon

Collect all relevant health info before they even arrive at your office

Cloud based

All data is backed up in AWS’s world-class data centers for extra security

Dr. Anthony Schiro

I highly recommend using Greyfinch as your practice management software. We have been with them for over 2 years and continually are impressed with both the features they add to their software and with their customer service! I have used many different programs like Tops, Edge, Dentrix, and Dolphin and Greyfinch is hands down my favorite of all of them with how user friendly it is and how so many features are kept in-house.

Dr. Anthony Schiro

Ascend Orthodontics


Streamline your onboarding process for delightful efficiency

Build automations that are always running, so you can capture referral sources, send copies of signed documents, collect billing info, and much more—without any manual work. Skip the hassle and free up your staff so they can focus on more important things.

Esig icon

Collect insurance info

Patients can take a picture of their insurance cards and upload it instantly

reputation icon

Amazing patient care

If they mention medical conditions, it instantly adds alerts to their chart

2 Way SMS

Easy-to-use forms

Patients can fill out forms anywhere and from any device they want