Editable Canva Template - Comprehensive Intake Form

$45.00

Modern Optometry Intake Form – Streamline Your Patient Workflow 🖊️👁️

Upgrade your intake process with a sleek, professional form designed for today’s optometric practice. Whether you're opening a new clinic or replacing outdated paperwork, this all-in-one intake form helps simplify patient onboarding while supporting efficient documentation for your team.

What’s included:

  • Standard health history section

  • Dedicated space for contact lens wearers

  • Built-in dry eye questionnaire

  • Pretesting notes section

  • Clean, easy-to-read layout for quick completion

Ideal for:

  • New or growing optometry practices

  • Offices modernizing outdated forms

  • Clinics specializing in contact lenses or dry eye

  • Teams focused on efficient, patient-centered care

  • Staff training and consistent documentation across providers

Customizable and easy to implement—designed with your workflow in mind.

How it works:

  1. Purchase and download the Canva template link

  2. Customize with your practice branding and details

  3. Save, print, or share digitally with your patients

Size: US Letter Portrait (8.5 x 11 in), printed on 24 lb laser paper (90 gsm)

Listing price covers cost for printed documents, shipping, and customization (adding office logo and necessary information and altering colors to match branding).

Want to save some trees? Check out the fillable PDF version of this intake form instead! 

Template Sizes: Portrait Flyer (8.5 in x 11 in)

This listing is for an instant download of a DIY editable Canva template link. If you’d like this design professionally branded for your practice and delivered as a completed PDF or as prints, please view this product instead.