Oncology Intake Form
Intake

Oncology Intake Form

4 pages16 fieldsHIPAA-ready
Ready to useHIPAA compliantCustomize in minutes

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Oncology Intake Form

Oncology Intake Form

Page 1 of 4

Full Name
Jane Martinez
Date of Birth
03/15/1985
Phone Number
(555) 867-5309
Email Address
jane.martinez@email.com
Cancer Diagnosis & Stage
Enter details here...
Date of Diagnosis
03/15/1985
Prior Cancer Treatments
Chemotherapy Regimen History
Enter details here...
Current Cancer Symptoms
Fatigue
Pain
Nausea
Dizziness
Shortness of breath
Pain Assessment
None (0)
Mild (1-3)
Moderate (4-6)
Severe (7-10)
Genetic Testing History
Enter details here...
Pathology & Imaging Records
Upload file
Psychosocial Distress Screen
Option A
Option B
Option C
Family Cancer History
Diabetes
Hypertension
Heart disease
Asthma
Advance Directives Status
Option A
Option B
Option C
Consent & Signature
I agree to the terms above
Sign here
Submit
Use this template

Sign up and start customizing in minutes.

The Oncology Intake Form is purpose-built for cancer care practices, capturing the detailed oncologic history that oncologists need for treatment planning and continuity of care. This template collects patient demographics alongside a comprehensive cancer history covering primary diagnosis (site, histology, stage, grade, molecular markers), date of diagnosis, prior treatments received (surgery, chemotherapy, radiation, immunotherapy, targeted therapy, hormonal therapy), treatment responses, and current disease status. The symptom assessment section screens for cancer-related symptoms including pain, fatigue, nausea, appetite changes, weight loss, neuropathy, and cognitive changes.

Designed for medical oncology, radiation oncology, surgical oncology, and comprehensive cancer centers, this form includes sections for prior pathology and imaging results, current and completed clinical trial participation, genetic testing and counseling history (BRCA, Lynch syndrome, hereditary cancer panels), and a thorough oncologic medication list covering chemotherapy agents, targeted therapies, immunotherapy, supportive medications (antiemetics, growth factors, pain management), and supplements. The psychosocial screening section captures distress level, caregiver information, advance directive status, and supportive care needs.

All fields are HIPAA-compliant and optimized for the oncology workflow. The multi-page format allows patients to document their cancer journey comprehensively before the consultation, including treatments received at other facilities. This pre-visit data collection is especially valuable in oncology where patients often have complex, multi-modality treatment histories that span multiple providers and institutions.

What's included

  • Cancer diagnosis with staging and molecular markers
  • Treatment history across surgery, chemo, and radiation
  • Symptom burden and pain assessment documentation
  • Genetic testing and hereditary cancer screening
  • Psychosocial distress and supportive care needs
  • Consent agreement with advance directive documentation

Who uses this template

  • Medical oncology and hematology-oncology practices
  • Radiation oncology and treatment planning centers
  • Comprehensive cancer centers and tumor boards
  • Cancer survivorship and follow-up care programs

All form fields

16 fields across 4 pages. Customize any field after signing up.

Full NameText
Date of BirthDate
Phone NumberPhone
Email AddressEmail
Cancer Diagnosis & StageLong Text
Date of DiagnosisDate
Prior Cancer TreatmentsCheckbox
Chemotherapy Regimen HistoryLong Text
Current Cancer SymptomsCheckbox
Pain AssessmentMultiple Choice
Genetic Testing HistoryLong Text
Pathology & Imaging RecordsFile Upload
Psychosocial Distress ScreenMultiple Choice
Family Cancer HistoryCheckbox
Advance Directives StatusMultiple Choice
Consent & SignatureConsent Agreement

How to use the Oncology Intake Form

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Oncology Intake Form from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Oncology Intake Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 16 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

Is the Oncology Intake Form HIPAA compliant?

Yes. All Formisoft templates, including the Oncology Intake Form, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 16 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Oncology Intake Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

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