Starter
$39/month
One location getting off paper
- Up to 3 staff seats
- 1,000 forms a month
- 1 location
Intake Pro pricing
Intake Pro Starter is $39 a month and Professional is $69 a month. Enterprise is priced for larger groups. Every plan includes every feature, with limits for staff seats, forms a month and locations.
Starter includes up to 3 staff seats and 1,000 forms a month, enough for one location to move its paper intake online.
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- Starter $39/month
- Professional $69/month
- Enterprise Custom pricing
- Every plan Every feature
Which Intake Pro plan fits your practice?
Starter fits one location, Professional fits growing practices and Enterprise fits larger groups. Every plan includes the same form builder, sending, signing and recordkeeping features.
Every plan includes every feature. Enterprise is priced for your organization.
Professional
$69/month
Growing practices with more than one front desk
- Up to 10 staff seats
- 10,000 forms a month
- Up to 10 locations
Enterprise
Custom
Groups, networks and multi-site organizations
- Up to 50 staff seats
- 100,000 forms a month
- Up to 100 locations
Enterprise is priced for your organization. Contact us about the seats, forms and locations a larger group needs.
How do the plan prices and limits compare?
Starter and Professional have fixed monthly prices, and every plan includes every feature. Each plan includes a set number of staff seats, and a practice that needs more moves to a larger plan.
| Limit | Starter | Professional | Enterprise |
|---|---|---|---|
| Price a month | $39 | $69 | Custom |
| Staff seats | Up to 3 | Up to 10 | Up to 50 |
| Forms a month | 1,000 | 10,000 | 100,000 |
| Locations | 1 | Up to 10 | Up to 100 |
What counts as a form each month?
A form counts when it is sent to or started by a patient. Counts reset at the start of each calendar month in UTC.
- A form sent by a private text or email link counts when it is sent.
- A form started by a patient counts when the patient starts it.
- A packet sent to one patient counts once, however many forms it holds.
What happens at the monthly form limit?
New sends stop when your practice reaches its monthly limit. Sending starts again the next calendar month, or you can move to a larger plan.
Signed records stay available at the limit. Your practice can still open and download the forms patients have already signed.
A plan change does not reset the current month's count. After a downgrade, new sends above the lower limit stop and existing records are kept.
Does every plan include every feature?
Yes. Plans differ only in seats, monthly forms and locations. Your practice does not need a higher tier to use a particular feature.
- Build forms with the form builder, including conditional questions and signatures.
- Convert existing documents with PDF and Word conversion.
- Send links and reminders by text, email or QR code.
- Run a front-desk check-in kiosk that works offline and clears itself after a submission.
- Offer forms in 18 languages and add scored assessments.
- Keep signed records and exports with each form version and its audit trail.
Questions
How much does Intake Pro cost?
Starter is $39 a month with up to 3 staff seats and 1,000 forms. Professional is $69 a month with up to 10 seats, 10,000 forms and 10 locations. Enterprise is custom priced for larger groups.
Can I change plans during the month?
Yes. A plan change does not reset that month's form count. After a downgrade, new sends above the lower limit stop, while existing signed records stay available.
Does a packet count as several forms?
No. A packet sent to one patient counts once, however many forms it holds. Several forms behind one link still make one monthly form count for that patient.
Do I need a higher plan to use the kiosk or multiple languages?
No. Every plan includes every feature, including kiosk check-in and forms in 18 languages. Plans differ only in seats, monthly forms and locations.
What happens to signed forms at the monthly limit?
They stay available. New sends stop until the next calendar month or a move to a larger plan, but you can still access existing signed records.