Intake Pro vs Jotform for HIPAA forms

Choose Intake Pro for health-practice intake with fixed signed versions, four signer roles, 18 controlled translations and signed PDFs with audit trails, from $39 a month with a BAA. Choose Jotform for a general-purpose form builder with a free Starter plan, form translation, PDF tools, and offline collection or Kiosk Mode in its mobile app.

As of November 10, 2026, Jotform puts HIPAA features on Gold and Enterprise only.

Last updated

  • Checked November 10, 2026
  • Jotform starts Free; Bronze $39/month
  • Jotform HIPAA plans Gold and Enterprise
  • Intake Pro starts $39/month with a BAA

What is the difference between Intake Pro and Jotform?

Jotform is a general-purpose form builder for every industry, while Intake Pro is built for health-practice intake and e-signatures. Jotform has wider general form uses; Intake Pro has more specific published rules for patient signatures and signed versions.

Jotform lists conditional logic, Form Translation, Smart PDF Forms, an Electronic Signature field and Jotform Sign for e-signed documents. Its Mobile Forms app collects entries offline and has a Kiosk Mode. HIPAA features are on Gold and Enterprise only, where Jotform signs a BAA and its HIPAA page lists e-signatures and audit logs. Jotform's help article says an account with HIPAA features turned on can use only certain widgets and integrations, so test your forms on the intended plan.

Intake Pro converts PDF and Word files after a malware scan, supports typed or drawn signatures and stores each signed PDF with its form version and audit trail. A paired Intake Pro tablet works offline and clears 60 seconds after submission. Whether a published form version can change after signing is not listed on Jotform's pages. Intake Pro has no payments or API yet.

How do Intake Pro and Jotform features compare?

Jotform covers general form building and mobile collection across industries, while Intake Pro centers on protected patient intake. The HIPAA plan boundary and the evidence kept with each signature are key differences to verify for your practice.

How do Intake Pro and Jotform features compare?
FeatureIntake ProJotform
Form builder and field types15 field types, including signatures, handouts and body-diagram drawingsDrag-and-drop builder for any industry, with a file upload field and an AI Form Builder
Conditional questionsShow or hide questions from earlier answersConditional logic that shows or hides fields
PDF and Word conversionPDF and Word upload, malware scan and field placementSmart PDF Forms turns a PDF into an online form; Word file conversion not listed on their page
E-signatures and signersTyped or drawn patient, representative, staff or witness signaturesElectronic Signature field and Jotform Sign for e-signed documents
Published form versionsPublished versions are immutable; edits create new versionsWhether a published version can change after signing is not listed on their page
PacketsSeveral forms behind one linkPackets of several forms signed in turn behind one link not listed on their page
SendingPrivate text or email link, QR code or embedForm embedding, QR code forms and Assign Forms; sending by text message not listed on their page
RemindersText and email remindersAutoresponder and notification emails; patient reminders not listed on their page
Tablet, kiosk and offline usePaired kiosk works offline and clears after 60 secondsMobile Forms app collects entries offline and syncs on reconnecting; Kiosk Mode refreshes the form after each submission
Languages18 languages; incomplete translations cannot publishForm Translation listed; number of languages not listed on their page
Scored assessmentsWeights, reverse scoring, subscales and labelled bandsScore bands for clinical scales not listed on their page
Signed records and exportsSigned PDF, audit trail, packet PDF, ZIP and spreadsheetA PDF of each submission; export to CSV, Excel and PDF; audit logs listed on its HIPAA page
Staff sign-in and accessRequired MFA, 12-hour sessions and custom rolesJotform says Enterprise is its only multiuser plan; multi-factor sign-in for staff not listed on their page
BAASigned before real patient data on every planJotform signs a BAA; HIPAA features are on Gold and Enterprise only
EHR, payments and APINot yetPayments through Stripe, Square and PayPal, and an API; EHR connections not listed on their page; an account with HIPAA features turned on can use only certain widgets and integrations

See Jotform features, mobile forms, HIPAA terms and HIPAA setup limits.

How does Intake Pro pricing compare with Jotform pricing?

Intake Pro Starter is $39 a month with every feature and a BAA. Jotform has a free Starter tier, published Bronze, Silver and Gold prices, and custom Enterprise pricing, with HIPAA features from Gold. Jotform prices and plan limits are as of November 10, 2026; confirm current prices and HIPAA eligibility on Jotform's page.

How does Intake Pro pricing compare with Jotform pricing?
PlanPublished priceWhat it includesCost of extra staff
Intake Pro Starter$39/monthEvery feature and BAA; up to 3 staff seats, 1,000 forms a month and 1 locationIncluded, up to 3 seats
Intake Pro Professional$69/monthEvery feature; up to 10 staff seats, 10,000 forms a month and up to 10 locationsIncluded, up to 10 seats
Intake Pro EnterpriseCustomEvery feature; up to 50 staff seats, 100,000 forms a month and up to 100 locationsIncluded, up to 50 seats
Jotform StarterFree5 forms, 100 monthly submissions and 10 signed documents a month, with Jotform branding on forms; HIPAA features are not on this planMultiuser access requires Enterprise
Jotform Bronze$39 a month, or $34 a month billed annually25 forms, 1,000 monthly submissions and 100 signed documents; HIPAA features are not on this planMultiuser access requires Enterprise
Jotform Silver$49 a month, or $39 a month billed annually50 forms, 2,500 monthly submissions and 250 signed documents; HIPAA features are not on this planMultiuser access requires Enterprise
Jotform Gold$129 a month, or $99 a month billed annually100 forms, 10,000 monthly submissions and 1,000 signed documents; HIPAA featuresMultiuser access requires Enterprise
Jotform EnterpriseCustom priceUnlimited forms and submissions, multiple users, single sign-on and HIPAA featuresMultiple users; custom price

Source: Jotform pricing, checked November 10, 2026. These are Jotform's regular prices; Jotform says it offers discounts at different times of the year and that plans renew at the full price. Paid Jotform plans have no trial period, and Jotform says it issues a full refund within 30 days of payment. Confirm current prices with Jotform, and contact us about Intake Pro Enterprise pricing.

When is Jotform the better choice?

Jotform is the better choice when your organization needs one general form builder for work beyond patient intake, or when its free tier and mobile app fit the job. Review Gold or Enterprise if protected health information is involved.

  • Your team builds forms for several industries or administrative tasks alongside patient forms.
  • A free plan with 5 forms and 100 monthly submissions covers a non-HIPAA workload.
  • Staff collect responses offline or use Kiosk Mode through the Jotform mobile app.
  • You need Jotform's Form Translation, Smart PDF Forms or payments through Stripe, Square or PayPal, and can work with the widgets and integrations available to an account with HIPAA features turned on.
  • A larger organization wants Jotform Enterprise, the only multiuser plan, with custom pricing.

When is Intake Pro the better choice?

Intake Pro is the better choice when patient intake needs a defined signed record and controlled language publishing on every plan. Its offline kiosk is paired for front-desk check-in, and all staff accounts use multi-factor authentication.

  • Your practice must show the exact form version a patient signed, with the signed PDF, signer details and audit trail.
  • Several registration and consent forms need to become one patient packet, with each form signed in turn.
  • Patients need 18 languages, including right-to-left Arabic, and incomplete translations must not publish.
  • A patient, representative, staff member or witness needs a typed or drawn e-signature.
  • Staff require MFA, custom roles and logged reads, with a BAA signed before real patient data on every plan.
  • You want every feature and a BAA from $39 a month, without moving to Gold or Enterprise for health-practice use.

How do you switch from Jotform to Intake Pro?

Switching from Jotform to Intake Pro requires a fresh patient intake setup and safe handling of earlier responses. Review your Jotform account's export options and download the records your practice must retain before making the new links live.

  1. Export completed Jotform responses

    Save completed forms, consent records and required logs before changing or closing the old workflow. Confirm your practice's retention needs with its compliance lead.

  2. Convert your source documents

    Upload blank PDF or Word forms to Intake Pro's converter, complete the malware scan and place the fields. Alternatively rebuild each form in the form builder.

  3. Recreate patient signing

    Add typed or drawn signatures for the patient and any representative, staff member or witness. Recreate conditional questions and scoring where needed.

  4. Assemble forms and translations

    Group related forms into packets and prepare each required language. Intake Pro lets a translation publish only after it is complete.

  5. Test mobile and kiosk completion

    Fill every packet on a phone and the paired kiosk. Test offline filling, reconnection, the signed PDF and the version shown in the audit record.

  6. Move new patients to the new links

    Send new patients the Intake Pro private link by text or email after testing. Intake Pro has no import tool or migration service, so staff rebuild each form.

Questions

Which Jotform plan is needed for a patient BAA?

Jotform lists HIPAA features on Gold and Enterprise only, and its HIPAA page says Jotform signs a BAA. Gold costs $129 a month, or $99 a month billed annually, as of November 10, 2026. Confirm current prices and setup requirements with Jotform.

Can multiple staff use Jotform Gold like Intake Pro?

Jotform says Enterprise is its only multiuser plan, as of November 10, 2026. Intake Pro Starter is $39 a month with up to 3 staff seats, Professional is $69 a month with up to 10, and Enterprise supports up to 50.

Do Jotform and Intake Pro both work offline?

Jotform lists offline data collection and Kiosk Mode in its mobile app. Intake Pro works offline on a paired check-in tablet and sends forms after reconnection. Test your exact device and workflow with each vendor before relying on offline collection.

Does Jotform preserve the signed form version like Intake Pro?

Whether a published Jotform version can change after patients sign is not listed on their page. Intake Pro published versions never change. Editing creates a new version, while an earlier submission keeps its signed version, PDF and audit trail.

What changes when HIPAA features are enabled in Jotform?

Jotform's help article says enabling HIPAA features limits which widgets and integrations an account can use. Review your forms on the intended plan before moving patient data. Intake Pro is built for protected health information and signs a BAA first.