Online Intake Forms

Send secure electronic forms to your clients;
receive them back prior to appointments

Try it for 14 days, no credit card required

A Better Intake Experience


Reduce paperwork, improve record keeping, save time and money by automating your intake process.


Receiving your client's intake in advance prevents surprises and gives you enough time to prepare.


Don't make your clients do paperwork. Instead, delight them with beautiful electronic forms.

Remove the paperwork from your intake.
Your clients will thank you.

See It in Action

  • HIPAA Compliant
  • e-Signature support
  • Convert your existing forms
  • Integrate with your website
  • Use your own branding
  • Mobile friendly
  Schedule a Quick Demo
Let's see if we are a good fit for your practice

Trusted by Thousands of Professionals

Optional Features:

Import Intake Forms

We'll convert your forms

No time to recreate your forms? We know you are busy! That's why we offer to convert your existing intake and consent forms for a very small fee.

Send us your forms today and see the magic happen!

14-day trial, full-featured and free, no obligations.

Insanely Affordable Pricing

No contract, cancel anytime.

  • Forms Only
  • $ 49.90 /month
  • Unlimited Form Templates
  • Branded Custom Forms
  • Accept Attachments
  • Client and Provider e-Signatures
  • Form Reminders
  • Treatment Notes (SOAP, etc.)
  • Secure Document Sharing
  • Export to PDF/CSV/Dropbox
  • E-Faxing*
  • 2 Assistant Accounts
  • $20 Per Additional Practitioner
    No credit card required
  • Practice Management
  • $ 59.90 /month
  • All Features from Forms Only
  • Complete Appointment Management
  • Appointment Reminders
  • Booking Widget
  • Automated Intake
  • Secure Client Portal
  • Payments/Invoices (Stripe or Square)
  • Recurring Payments
  • Claims & Superbills
  • Task Management
  • Telehealth ($10 add-on) new
  • $20 Per Additional Practitioner
    No credit card required

Starting your business? See our low volume plans.