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Cognito Forms

Integration

Forms & Patient Intake

✓HIPAA CompliantNo Code Required

Cognito Forms Integration — Digitize Intake & Form Collection

Route Cognito Forms submissions straight into your EHR — patient records, insurance info, and documents created automatically by AI.

Triggers

Actions

15+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Cognito Forms

Form-to-EHR Pipeline

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Patient fills out a Cognito Forms form → Cevi maps every field → patient record created in your EHR instantly.

Conditional Document Routing

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Based on Cognito Forms form responses, Cevi routes documents to the right department — billing, clinical, or admin.

Pre-Visit Data Collection

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Automatically send Cognito Forms intake forms to patients before appointments and sync responses to their chart.

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Cognito Forms

Discover popular templates with Cognito Forms

Patient Intake

Cognito Forms to AdvancedMD integration

Create new patient records in AdvancedMD from new activity in Cognito formsConnect Cognito Forms with the tools you already use

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Patient Intake

Cognito Forms to Athenahealth integration

Create EHR patient records from Cognito Forms submissions

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Documentation

Cognito Forms to DrChrono integration

Upload Cognito Forms form responses as clinical documents

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Data Sync

Cognito Forms to GoHighLevel integration

Add Cognito Forms respondents to your CRM

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Messaging

Cognito Forms to Gmail integration

Send confirmation emails after Cognito Forms form submission

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Connect Cognito Forms with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore Cognito Forms triggers and actions

Cevi supports 1 Cognito Forms triggers and 6 actions

Trigger

Receives an event from a Cognito forms webhook

trigger

Update entry

Updates an existing entry for a specified form

action

Create entry

Creates a new entry for a form

action

Get form schema

Retrieves the schema for a specific form

action

Get forms

Retrieves a list of forms

action

Download document

Downloads a document

action

Cognito Forms API Capabilities

15+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

15+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Forms

Form creation
Entry management
File attachments
Conditional logic

Payments

Payment collection
Stripe integration
PayPal integration
Order management

Build your Cognito Forms automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Cognito Forms

Forms & Patient Intake

cognitoforms

View API documentation

Quick Facts

CategoryForms & Patient Intake

AuthAPI Key

Endpoints15+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Cognito Forms workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.