Therapist greeting card — Hallo, ich bin SandraUpcoming visit card with Dorothera intake checklistVoice intake card — Go ahead, we're listening
BetaOnboarding

Meet your patients, before you see them.

Powered byFillout

Make your intake forms a feature, not a bug.

Forms in circleOS are simple to use, pre-populated & dynamic forms to deliver an exceptional experience.

Patient intake flow — six mobile screens covering email, symptoms, goals and confirmation
Powered byFillout
Cover video — Hallo, ich bin Sandra
Coming soonCover video

Personalise your intake experience with a cover video.

Add images and/or videos of your therapists to personally greet your patients at first touch.

BetaForm requirements

Configure required forms for specific services & products.

Form Requirements allow you to require your patients to fill out certain forms before receiving a certain service or purchasing a certain product.

Form Requirements configuration screenCart with required forms
Complex Fillout form with multiple field types
BetaComplex forms

Build complex forms and digital contracts.

Forms in circleOS are powered by Fillout, which has support for all sorts of complex data entry, including PDF & contract generation.

Powered byFillout
BetaMissing-form alerts

Clear alerts when a form is missing.

circleOS shows clear, prominent alerts the moment a required form hasn’t been completed — so nothing slips through before an appointment.

circleOS profile showing a missing-form alert at the top of a patient record

We need some last details from you

2 of 3 completed

  • Datenschutz

    Submitted 3 months ago

  • Treatment Contract

    Submitted 3 months ago

  • Red Light Therapy Declaration

    Missing

Coming soonManual overrides

With manual overrides & send-outs to complete the picture.

Easily create ad-hoc requirements, which trigger a notification via the patient’s preferred channel.

Coming 2026Conversational

Conversational forms that adapt to your patients.

Offer your patients a personal care experience in a chat-like interface that produces filled forms. Also, patients can interact with this via voice or text.

Powered byGladia
Conversational form on mobile — Hey, well done on taking the first step…

Support for different types of forms.

We’ve built a ton of features on top of Fillout.

  • Contract Generators

    Beta

    Configure forms as contract generators for a full signing flow with previews & automatic delivery.

  • Medical History

    Beta

    Capture history, current medications and prior diagnoses — auto-linked to the patient profile.

  • Marketing Surveys

    Beta

    Marketing surveys allow you to find out detailed information from your patients, without delivering the results to them.

  • Documentation Generators

    Beta

    Use forms to generate documents ad-hoc, create documentation, etc. without automatic delivery.

  • Utility Forms

    Beta

    All other use cases with minimal integration & without automatic delivery.

v1.1.0Patient Portal

No more double data entry for your patients.

Forms in circleOS and the Patient Portal are automatically populated with any existing data on a patient, such as name and email.

Explore PortalDiscover the Patient Portal
Patient Portal — welcome back, James, with upcoming visit and intake list