Cannabis Dispensary New Patient Intake Form

Streamline Your Cannabis Dispensary Patient Onboarding

Running a compliant, patient-centered cannabis dispensary requires thorough intake documentation that balances regulatory requirements with an exceptional customer experience. This Cannabis Dispensary New Patient Intake Form template helps dispensaries collect essential medical information, verify credentials, understand patient preferences, and create personalized product recommendations—all before the first consultation.

Built for Medical Cannabis Providers

Whether you operate a medical marijuana dispensary, wellness clinic, or hybrid retail location, this template guides new patients through a structured onboarding process. Collect qualifying conditions, verify medical card details, assess tolerance levels, document consumption history, and understand product preferences to help your budtenders deliver knowledgeable, safe recommendations.

The form includes conditional logic to tailor questions based on experience level and consumption history, ensuring first-time patients receive appropriate guidance while experienced users can quickly communicate their needs.

Why Paperform for Cannabis Dispensaries

Paperform gives cannabis businesses a professional, compliant intake solution that works seamlessly across devices. Your patients can complete intake forms before their appointment—reducing wait times and allowing staff to review information in advance. The doc-style editor lets you match your dispensary's branding, creating a welcoming first impression that sets the tone for quality service.

Beyond intake, Paperform's payment integrations let you process membership fees or deposits securely, while scheduling fields make appointment booking effortless. When connected with Stepper workflows, you can automatically route new patient submissions to your POS system, trigger welcome emails with educational resources, notify budtenders of upcoming consultations, and maintain compliance records—all without manual data entry.

Perfect for Growing Cannabis Operations

This template suits medical marijuana dispensaries, cannabis wellness centers, delivery services, and multi-location operators who need consistent, compliant patient onboarding. With SOC 2 Type II compliance, conditional logic, and secure data handling, you can trust your patient information is protected while delivering the personalized care that builds loyalty in this competitive market.