Intake Pro features for patient intake
Intake Pro builds and converts patient forms, delivers them by link, QR code, website embed or kiosk, and collects e-signatures. Scoring, 18 languages and packets support the same intake workflow.
Every signed submission keeps its form version, signer, signing time, PDF and audit trail. Staff download signed records for the chart, and every plan includes every feature.
Last updated
- Field types 15
- Languages 18
- Kiosk Works offline
- Plans Every feature included
Which Intake Pro features help you build forms?
Intake Pro gives the practice manager 15 field types, conditional questions, fixed published versions and practice branding. Existing PDF and Word documents can be converted, while completed translations can serve patients in 18 languages.
Form builder
Build patient forms with conditional questions, tables, file uploads, calculations and signature fields. A published version never changes.
PDF and Word conversion
Upload the PDF or Word forms you hand patients today. Intake Pro scans each file, converts it, and you place the fields before you publish.
Forms in 18 languages
Offer patient forms in 18 languages, including Spanish, Chinese and Arabic with right-to-left layout. A translation publishes only when complete.
Which Intake Pro features send forms to patients?
Patients can receive one form or a packet before a visit, scan a QR code, use a form on your website or check in on a paired tablet. Links remain private when sent by text or email, and reminders use those same two channels.
Intake packets
Group registration, history, consents and policies into one packet. The patient opens one link and signs each form in turn.
Links and reminders
Send patients a private link by text or email, show a QR code, or embed a form on your own site. Reminders go out by text and email.
Kiosk check-in
Pair a tablet as a check-in kiosk. Patients fill and sign in the waiting room, forms keep working offline, and the screen clears after 60 seconds.
Which Intake Pro features handle signatures, scores and records?
Patients, representatives, staff members and witnesses can type or draw signatures. Intake Pro can calculate screening totals and keeps each result with the signed response, alongside the version evidence and exports your front desk needs.
E-signatures
Patients, representatives, staff and witnesses sign by typing or drawing. Each signature is kept with the form version, a PDF and an audit trail.
Scored assessments
Add scored screening scales to patient intake. Set weights, reverse-scored items and subscales, and see each total with the signed response.
Signed records and exports
Every submission keeps the version it was signed on, who signed and when. Download a PDF, a packet PDF, a ZIP of PDFs or a spreadsheet.
Which Intake Pro feature handles each front-desk job?
Each front-desk job maps to a specific part of Intake Pro, from rebuilding a paper consent to collecting files for the chart. Use this table to assign the work before reading the detailed feature page.
| Front-desk job | Feature to use | What staff or patients do |
|---|---|---|
| Rebuild a registration form | Form builder | Staff place fields and conditional questions; patients answer online |
| Keep current PDF or Word wording | File conversion | Staff upload the file, place fields after conversion and publish |
| Send new patient paperwork together | Intake packets | The patient opens one link and signs each form in turn |
| Collect forms before the visit | Links and reminders | Staff send private links; reminders go by text and email |
| Offer waiting-room check-in | Kiosk check-in | Patients use a paired tablet that works offline and clears after submission |
| Capture consent signatures | E-signatures | The required patient, representative, staff member or witness signs |
| Calculate a screening total | Scored assessments | The form applies configured weights and keeps the signed total |
| Place signed forms in the chart | Signed records | Staff download a PDF, packet PDF, ZIP or response spreadsheet |
What does every Intake Pro plan include?
Every Intake Pro plan includes every feature described on this page. Starter is $39 a month and Professional is $69 a month, and plans differ only in staff seats, forms a month and locations. See the pricing page.
A form counts when it is sent to or started by a patient. A packet sent to one patient counts once regardless of its form count, and monthly counts reset each calendar month in UTC. Signed records stay available when new sends stop at a plan limit.
The broader patient intake software overview connects these limits to rollout and chart transfer. For the documents themselves, the intake forms guide explains common sections, fields and signatures.
What does Intake Pro not do yet?
Intake Pro has no EHR or practice-management connection yet. Payments, an API, webhooks, cloud-storage export and AI features are also not available yet.
After a patient submits a form, staff download the signed record and place it in the patient's chart using the practice's existing process. Intake Pro does not provide an import tool or migration service for moving existing records.
Practices that need those connections today can review Intake Pro comparisons. Staff safeguards and the BAA are explained on the security page, while the paper to digital intake guide covers moving current forms into the builder.
Questions
Are all Intake Pro features available on the Starter plan?
Yes. Starter, at $39 a month, includes every feature, as do Professional and Enterprise. The plans differ only in their limits for staff seats, forms a month and locations.
Can Intake Pro build a form and convert an existing document?
Yes. The form builder supports 15 field types. Staff can also upload a PDF or Word file, have it scanned for malware and converted, then place fields before reviewing and publishing the form.
How do Intake Pro features get a signed form into an EHR?
Staff download the signed PDF, packet PDF or another available export and place it in the chart through the practice's existing process. An EHR connection is not available yet.
Do Intake Pro features include scoring and multilingual packets?
Yes. Scored forms support item weights, reverse-scored items, subscales and labelled bands. Packets can hold several forms behind one link, and Intake Pro supports 18 languages with complete translations required before publishing.