A wellness intake form captures client, service, appointment — required whenever clinic and wellness operations needs a complete, signed record on file. GetSign sends, fills, and syncs it from monday.com, with the signed copy attached to your board automatically.
4.8 on monday.com Marketplace · 4,000+ teams
GetSign is a monday.com-native document app. Upload your Wellness intake form PDF once and GetSign auto-detects every field — client, service, appointment, practitioner, consent status. No manual field setup.
GetSign auto-detects every field in the Wellness intake form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including client, service, appointment, practitioner, consent status , is identified instantly.
If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.
Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.
No API setup. No third-party integrations. Everything happens inside monday.com.
Name, email, company — pre-filled on every send.
Manually, or via a monday.com automation on status change.
In their browser — no account no app to download.
Columns update and the signed PDF attaches immediately.
Clinic admin, client, practitioner use GetSign to send the Wellness intake form to Patients & wellness clients directly from their monday.com board. Clinic coordinators send the Wellness intake form to clients before their first session, pre-filling known details from monday.com and collecting health history or consent in a clean guided form.
Contractor
Work straight from the board — one click sends
the form, pre-filled with what you already know.
Employee
Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.
Tax · 3 board columns
NDA (Non-disclosure Agreement)
Legal · 2 board columns
HR · 5 board columns
Procurement · 3 board columns
Account · 2 board columns
Operations · 5 board columns
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