5.0-Star | 48 reviews
Replace Paper and PDF Patient Forms
Replace paper forms with secure digital patient intake. Collect registrations, updates, consents, questionnaires, referrals, uploads, visit forms and follow-up forms—all in one HIPAA-compliant platform.
Patients complete forms from any device- Try a live sample — a true online form, not a fillable PDF
- Download completed submissions as PDF or CSV
- HIPAA-compliant. No EHR required
- Free guided setup included
Digitize Every Patient Form
Create, send, collect, and securely store every patient form your practice uses every day.
New patient
intake
Patient update
sheets
Medical
history forms
HIPAA
authorizations
Consent
forms
Referral
forms
Screening
questionnaires
Patient visit
agenda forms
Follow-up
forms
Upload
requests
IDs, insurance cards,
referrals, documents
Custom forms
and packets
Built for Healthcare Workflows
Digital Intakes fits seamlessly into your existing workflow—from scheduling and registration to consent forms, HIPAA compliance, and patient communication.
Made for patient forms and healthcare workflows- Custom branding with your logo and colors
- Easy for patients and staff to use
- Supports multiple locations, departments, practitioners
- No technical setup required
- Works with or without an EHR
- Free guided setup included
Getting Started Is Easy
Start with your existing forms or ready-to-edit templates. Send secure form links before appointments and receive completed submissions automatically.
01.
Create Your Forms
Use ready-to-edit templates or convert your existing paper and PDF forms into secure online forms.
02.
Send Secure Links
Send forms by email or text, or place secure form links on your website.
03.
Receive Completed Submissions
Completed submissions appear in your Clipboard and can be downloaded as PDF and CSV.
Watch the 2-Minute Demo
See how patients complete forms and how your staff manages submissions—all in under two minutes.
A Complete Patient Form Workflow
Secure
HIPAA-compliant online forms with secure access controls.
Send/Publish
Reduce front-desk bottlenecks; Patients complete forms before the visit.
Organize
Keep every completed submission neatly organized and ready for your staff.
Extras
Free guided setup; Unlimited submissions; Custom branding and locations.
Create
No coding required. Start with templates or convert your existing forms.
Receive
Receive notifications when forms are completed. Review submissions before the patient arrives.
Secure Online Patient Forms
Protect patient information with HIPAA-compliant digital forms, encrypted transmission, and secure cloud storage.
HIPAA / HITECH Compliant- Multi-layered Security
- Secure form submission links
- Email/SMS authorization for access
- Device/computer authorization
- Controlled assistant access
- Secure server infrastructure
Built for Healthcare Practices
Everything You Need to Go Paperless
- Send forms before appointments
- Replace clipboards and paper forms
- Turn existing paper and PDF forms into secure online forms
- Reduce scanning and manual data entry
- Export completed submissions
- Keep your front desk ahead of patient arrivals
Also suitable for other document-intensive industries.
Common Questions
Digital Intakes can be used for new patient intake, updates, authorizations, consents, questionnaires, referrals, patient visit agenda forms, follow-ups, upload requests, and custom forms.
No. Digital Intakes works as a stand-alone system. Completed forms can be downloaded as PDF and CSV.
Yes. You can start with ready-to-edit templates or convert your existing paper and PDF forms into secure online forms. No coding is required.
Yes. Digital Intakes supports custom branding, including your practice logo, colors, location details, and patient-facing form page.
Yes. Additional Clipboards can be used for multiple locations, departments, brands, practitioners, or separate workflows.
Yes. SMS/text sending is available as an optional add-on.
Your office receives a notification. The completed form is available in your Digital Intakes Clipboard and can be downloaded as PDF and CSV.
Yes. No coding is required. Free guided setup and support are included.
The base plan starts at $19.90/month and includes unlimited forms and submissions. Optional add-ons are available for SMS/text, uploads, additional clipboards, and extended storage. Free guided setup and support are included.
Excellent 5.0-Star
Rating based on 48 reviews
Loved by Practices. Appreciated by Patients
Not only do we love it, so do our patients. Customer service has been above and beyond. We are very happy and highly recommend Digital Intakes
Susan,
Knapp Chiropractic
Simple Pricing
Start with the core plan. Add optional features only when your workflow needs them.
Core Plan
No setup fees. Cancel anytime.
- Unlimited forms and packets
- Unlimited submissions
- Fully custom forms
- Send directly or use form links on your website
- Unlimited assistant accounts
- Custom branding
- HIPAA-compliant form workflow
- Free guided setup and support
Optional Add-Ons
- Pricing
- Extra Digital Clipboard (Location)$9.90
- Upload Questions$6.90
- Follow-up Questions$2.90
- Send a Form Via Text (SMS)$3.90
- Extended Data Storage$2.90
Optional Add-Ons
Extend your workflow with optional features designed for larger practices and specialized needs.
Additional Clipboards / Locations
Use separate Clipboards for multiple locations, departments, brands, practitioners, or workflows.
Extended Storage
Keep submitted forms available longer in the Clipboard when your practice needs more processing time.
Send Forms via SMS/Text
Send secure form links directly by text message so patients can complete forms from their phones.
Upload Questions
Allow patients to upload IDs, insurance cards, referrals, and documents inside the form.
Ready to Simplify Patient Forms?
Modernize your intake process with secure digital forms that save time for both staff and patients.
Request a Demo
Trusted by Practices Nationwide
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Our Pricing Is Simple
$19.90 / month
Everything included. No tiers. No surprises.
✔ Unlimited Forms & Packets
✔ Unlimited Submissions
✔ Fully Custom Forms
✔ Built-in Template Library
✔ Send Directly or Use on Your Website
✔ Unlimited Assistant Accounts
✔ Custom Branding
✔ HIPAA Compliant
Start for just $0.99
No setup fees. Cancel anytime.
One flat price. Built for real-world use.
Start sending digital forms in minutes.
