Patient Forms that integrate with
AthenaHealth
Patients complete intake on their phone. Your front desk reviews what is about to change and clicks Import. The answers land in the AthenaHealth chart, with insurance cards and photo ID filed under the right document type. Nobody retypes anything.
How it works
The aim is for the check-in desk to verify information rather than collect it for the first time.
Send from the chart
Text or email the form, attach it to a reminder, embed it on the practice website, or hand a tablet to walk-ins. It opens in a phone browser.
Answers come back structured
Responses arrive mapped to AthenaHealth fields instead of free text on a scanned page, and conditional questions keep the form short.
Import to AthenaHealth
Staff compare the submitted values against the chart and click Import. Uploaded files go with it, each assigned its document type.
What practices say

DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.

DashQuill came through for us when we desperately needed help. Across our 70+ providers, their AI system sorts up to 120,000 faxes a month, turning what used to be a huge burden on our staff into something fast and reliable.

Partnering with DashQuill has been a game-changer for our practice. Their seamless integration into our EHR system brought immediate improvements in workflow efficiency, reducing administrative burden and allowing our team to focus more on patient care.

I've been using DashQuill's HIPAA-compliant forms with my EHR, Practice Fusion, and I'm very happy with them. The forms are easy for patients to complete and seamlessly integrate into my workflow.

Before DashQuill, we had to manually create a contact for every patient in our secure texting system. Now that contacts sync automatically from our EHR, we can reach out instantly without any setup. It's made patient communication far more convenient.

DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.

DashQuill was recommended to us, and within two weeks we completed online training and went live. Tim and John provided excellent support throughout the process, and we appreciate that our calls are answered promptly whenever assistance is needed.

The tagging system in DashQuill Faxing has made it so much easier to stay organized. We can quickly sort and find faxes by type or patient, and it's been a huge help for our office. Really glad this feature is built in.

When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.

The EHR integration for messaging has been great. It's so convenient having all our patient texts connected directly to their charts. We had a few hiccups when hosting our phone number, but the DashQuill team was incredibly helpful and got everything sorted quickly.

With DashQuill's faxing, we turned a paper-heavy process into a fast, digital workflow. Now we have less printing, fewer errors, and more time to spend with patients.
Runs inside athenaOne, not beside it
A Chrome extension adds a DashQuill button to the athenaOne top bar. Click it and Forms, Faxes, Chats or Meet open over the page you already have open.
- One button in the athenaOne header, with an unread count
- Opens as a window you can resize, move and minimise
- Same AthenaHealth login, no second tab or password
- Installed in minutes with a page reload; we walk you through it on a call

Uploads get filed as the right kind of document
A chart full of attachments named after a scanner is not a record anyone can search. On AthenaHealth, DashQuill assigns the document type when it files, so an insurance card is stored as an insurance card.
- Each upload is assigned its AthenaHealth document type
- Signed forms file to the chart as documents, not loose images
- Insurance cards and photo ID upload with the submission
- Any supporting file the patient attached comes across too

Structured data, not a PDF to retype
The distinction that matters is whether a submission updates fields or just gives you a document to read. Demographics, contact details, emergency contacts, insurance, and the preferred pharmacy write into the AthenaHealth chart as data.
- Demographics and contact information auto-fill
- Emergency contacts are added to the chart
- Insurance details are written as structured fields
- The preferred pharmacy is set on the AthenaHealth chart
- Staff see what is changing before anything is saved

Your forms, working on a phone
Practices rarely want to redesign their paperwork. The forms you use now are converted to mobile-friendly versions that keep your wording, your logo, and the questions you are required to ask.
- Existing PDFs and paper forms are converted during onboarding
- Questions appear or hide based on earlier answers
- E-signatures and file uploads are built in
- Scored assessments such as PHQ-9 total automatically

Patient forms in AthenaHealth
What a submission writes into AthenaHealth today. Three rows are still in development.
| Number | Capability | Status |
|---|---|---|
| One-click import of submission data into the AthenaHealth chart | Included | |
| Auto-fill demographics in AthenaHealth | Included | |
| Auto-fill contact information in AthenaHealth | Included | |
| Add emergency contacts to the AthenaHealth chart | Included | |
| Add insurance details to the AthenaHealth chart | Included | |
| Set the preferred pharmacy in AthenaHealth | Included | |
| Upload the completed form to the AthenaHealth chart | Included | |
| Upload insurance cards to the AthenaHealth chart | Included | |
| Upload ID and driver's license photos to the AthenaHealth chart | Included | |
| Attach supporting documents to the AthenaHealth chart | Included | |
| Assign the correct AthenaHealth document type to each upload | Included | |
| Import past medical history into AthenaHealth | Coming soon | |
| Update medication lists in AthenaHealth | Coming soon | |
| Update allergies in AthenaHealth | Coming soon |
Questions we get asked first
The things AthenaHealth practices want settled before a demo.
Can a form create a new AthenaHealth patient?
Not today. The patient has to exist in AthenaHealth before a submission can be imported into their chart. Creating a patient from a submission is live on Practice Fusion only. For new patients on AthenaHealth, the chart is created first and the form fills it in.
Does the preferred pharmacy come across?
Yes. The pharmacy the patient picks on the form is written into the preferred pharmacy field in AthenaHealth when your staff import the submission. Nobody has to look it up or type it in.
How is this different from an online form that emails a PDF?
A PDF has to be read and retyped. Here the answers map to AthenaHealth fields, so the remaining work is reviewing a comparison and clicking Import. Attachments also file under the correct document type rather than as untitled images.
How do patients receive forms?
By text or email, from a link in an appointment reminder, from your website, through a QR code, or on a tablet at the front desk. Everything arrives in the same queue however it was completed.
How long does it take to set up?
Most practices are live within a few days. Your existing forms are converted and the fields mapped to AthenaHealth during onboarding. The timeline mostly depends on how many forms you bring across.
Is it HIPAA compliant?
Yes. PHI is encrypted in transit and at rest, access is controlled and logged, and a Business Associate Agreement is part of standard onboarding. See our HIPAA compliance page for specifics.
See it in 15 minutes. No commitment.
A quick, no-pressure demo of DashQuill patient forms for AthenaHealth. Ask anything, see how it fits your workflow, and walk away with a personalized quote.








