Intake Pro terms of service
These terms are the agreement between Direct Care Technology, LLC and the practices and people who use Intake Pro and intakepro.com. By creating an account or using Intake Pro, you agree to them.
If you use Intake Pro for a practice, you agree for that practice and confirm you have the authority to do so. The text messaging terms below also apply to patients who receive texts sent through Intake Pro.
Last updated
- Billing Monthly, through Stripe
- Cancellation At period end
- Text opt-out Reply STOP
- Text help Reply HELP
Who can use Intake Pro?
Intake Pro is for health practices and their staff. You must be at least 18 and able to enter into this agreement for your practice.
Patients use Intake Pro only to fill in and sign forms that a practice sends them. A patient's care relationship is with the practice, and the practice is responsible for the forms it sends and what it does with the answers.
What are you responsible for on your account?
- Give accurate information when you sign up, and keep it current.
- Keep your password and multi-factor sign-in details private. Each staff seat is for one person.
- You are responsible for what happens under your practice's accounts.
- Tell us promptly if you think an account has been used without permission.
How do plans and billing work?
Paid plans are billed each month in advance through Stripe. Each plan sets limits on staff seats, forms a month and locations, which the pricing page lists.
A subscription renews each month until the practice owner cancels it. The owner can cancel in the billing settings, and the plan then stays active until the end of the period already paid for. Payments already made are not refunded for a partial month, unless the law requires it.
When a practice reaches its monthly form limit, new sends stop until the next month or a move to a larger plan. Signed records stay available. If a payment fails, we may limit or suspend the account until it is paid.
We may change prices or plan limits. We will give notice before a change applies to your next billing period.
What uses are not allowed?
Use Intake Pro only for your practice's own intake forms and signatures, and follow the laws that apply to your practice.
- Do not text or email a patient who has not agreed to it, and do not record consent a patient did not give.
- Do not use Intake Pro texts or emails for advertising, or for anything other than intake forms and reminders.
- Do not upload malware, or content you have no right to use, such as a copyrighted questionnaire without a license.
- Do not try to reach another practice's data, test our security without written permission, or disrupt the service.
- Do not resell Intake Pro or share one staff seat among several people.
- Do not rely on Intake Pro for emergencies or urgent clinical messages.
Who owns and is responsible for patient data?
Your practice owns the forms it builds and the patient information it collects. We use that data only to provide Intake Pro to your practice and as our agreements with you allow.
Your practice is responsible for the content of its forms, for getting any consent its patients must give, for its own notice of privacy practices, and for keeping records as long as its rules require.
We sign a business associate agreement before your practice collects real patient data. Do not enter real patient data before it is signed. If that agreement and these terms conflict about protected health information, the business associate agreement controls.
Our privacy policy explains how we handle information.
Does Intake Pro give medical or legal advice?
No. Intake Pro is software for forms and signatures. It is not a health care provider and does not give medical, legal or compliance advice.
Guides and form descriptions on this site are general information. Confirm your practice's forms and obligations with its own counsel or clinical lead.
What are the text messaging terms?
Health practices use Intake Pro to send their patients text messages about intake forms. These terms describe that program.
- Program name
- Intake Pro patient form messages. Direct Care Technology, LLC operates the program and sends each message for the health practice that asked you to complete forms.
- What you get
- A private link to the intake forms your practice asked you to fill in or sign, and reminders to finish them. The program sends no advertising.
- How you opt in
- You tell your practice that you agree to receive texts at your mobile number, in person, by phone or on a form, and staff record that choice. Agreeing is optional, and you can complete your forms without it.
- Message frequency
- Message frequency varies. You get a message when your practice sends you a form or packet, and reminders if a form is still open.
- Cost
- Message and data rates may apply. Intake Pro does not charge you for these messages, but your mobile carrier might.
- How to stop
- Reply STOP to any message. After that you get no more texts from that number, apart from one message that may confirm the opt-out.
- How to get help
- Reply HELP to any message, email support@directcaretechnology.com or use the contact page.
- Carriers
- Mobile carriers are not liable for delayed or undelivered messages. Delivery depends on your carrier and your device, and we cannot promise that every message arrives.
- Privacy
- We use your mobile number only for this program and do not share it or your consent with third parties for marketing. See the privacy policy.
Practices: send texts only to patients who have agreed, and record consent for the exact mobile number. Intake Pro does not send a text without a consent record.
Who owns Intake Pro?
Direct Care Technology owns Intake Pro, the site and their content, apart from your practice's forms and data. These terms give your practice a right to use Intake Pro while its subscription is active, and no other rights.
If you send us feedback, we may use it without owing you anything.
What warranties does Intake Pro come with?
Intake Pro and the site are provided as is and as available. To the extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.
We work to keep Intake Pro available and accurate, but we do not promise that it will be uninterrupted or free of errors. Your practice remains responsible for its own compliance and for reviewing the forms and records it relies on.
How is liability limited?
To the extent the law allows, Direct Care Technology will not be liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or revenue.
Our total liability for all claims about Intake Pro is limited to the amount your practice paid us for Intake Pro in the 12 months before the claim arose. These limits do not apply where the law does not allow them.
How does this agreement end?
Your practice can stop using Intake Pro at any time by cancelling its subscription. We may suspend or end an account that breaks these terms, puts patients or the service at risk, or stays unpaid.
Download the signed PDFs and spreadsheets your practice needs before its account closes. After that, we handle patient records as the business associate agreement requires. Sections that by their nature should continue, such as the limits on liability, continue after the agreement ends.
Can these terms change?
Yes. We may update these terms, and we will post the new version on this page with a new date.
For a material change, we will tell practice owners by email or in the product before it takes effect. Using Intake Pro after a change takes effect means you accept the new terms.
How can you contact us about these terms?
Email support@directcaretechnology.com or use the Direct Care Technology contact page.
Please leave patient information out of your message.