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About

EasyDocForms helps specialty clinics turn complex intake packets into mobile-friendly patient forms while preserving their original PDF layout. Patients complete forms in English or Spanish, sign consents, and photograph insurance cards, ID, medications, and supplements. Workflows support conditional questions, body diagrams, outcome assessments, guardian signatures, and provider countersigning. Clinics can collect completed PDFs with or without an EMR. Forms is $29/month for unlimited basic intake forms. Pro is $79/month for complex forms and Open Dental integration. Pro + EMR is $129/month and includes one supported EMR integration. Both upper plans include two doctors and unlimited staff; each additional full-time provider is $20/month. Integration availability and capabilities are confirmed for each practice. A signed BAA is included with every paid plan. Contact EasyDocForms for personal setup.

About

Yosi Health is a cloud-based patient engagement and healthcare workflow automation platform that helps medical practices streamline patient registration, appointment scheduling, communications, and payment collection. The software enables patients to complete intake forms, provide insurance information, sign consent documents, and check in electronically before arriving for appointments. Its self-scheduling tools allow patients to book visits with appropriate providers while receiving automated appointment confirmations and reminders. Yosi Health also supports contactless check-in, insurance eligibility verification, copay collection, telehealth appointments, and HIPAA-compliant two-way texting. Automated patient surveys, online review management, and customizable digital forms help practices maintain communication throughout the patient journey.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Specialty clinics and independent practices in orthopedics, chiropractic, physical therapy, neurosurgery, pain management, pediatrics, podiatry, dermatology, functional medicine, and neuropsychology that need complex patient intake and completed PDFs, with or without an EMR.

Audience

Independent medical practices, primary care providers, pediatric clinics, urgent care centers, specialty practices, community health centers, federally qualified health centers, hospital systems, practice administrators, front desk staff, healthcare operations managers, and medical billing teams seeking digital patient intake, automated scheduling, patient engagement, electronic check-in, and healthcare payment management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29/month
Forms: $29/month for unlimited basic intake forms. Pro: $79/month for unlimited complex forms, Exact PDF conversion, two doctors, unlimited staff, and Open Dental integration. Pro + EMR: $129/month for everything in Pro plus one supported EMR integration. Both upper plans add $20/month per additional full-time provider. Clinics can collect completed PDFs with or without an EMR. Integration availability and capabilities vary by system and practice setup. Contact EasyDocForms for personal setup; forms, provider count, and integration requirements are confirmed before billing begins. Prices in USD.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • What I liked most is how easy it is to create custom intake forms and consent forms without any coding. The drag and drop builder is very smooth, templates are professional and it saves a lot of time for our clinic workflow.
  • Allows me to take my existing tricky PDF's and convert them in to easy to fill PDF's for my patients

Cons

  • So far I have not found any major cons. It would be great to have more integration options in the future, but overall it works very well.
  • Nothing major to dislike. The platform is very smooth and HIPAA compliant. It would be nice to have more third-party integrations, but the overall experience and customer support are excellent.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EasyDocForms
Founded: 2025
United States
easydocforms.com

Company Information

Yosi Health
United States
yosi.health/

Alternatives

Alternatives

Connect Patient

Connect Patient

ChartLogic

Categories

Patient Intake Supported

Categories

Medical Practice Management Features

Claims Management Not Supported
E-Prescribing Not Supported
EMR / EHR Supported
HIPAA Compliant Not Supported
Insurance Eligibility Verification Not Supported
Inventory Management Not Supported
Multi-Office Not Supported
Multi-Physician Not Supported
Patient Billing Supported
Patient Portal Supported
Patient Records Supported
Patient Registration Supported
Patient Scheduling Supported
Physician Scheduling Not Supported

Integrations

Open Dental Software Supported
Square Appointments Supported
Square Payments Supported

Integrations

Open Dental Software Not Supported
Square Appointments Not Supported
Square Payments Not Supported
Claim EasyDocForms and update features and information
Claim EasyDocForms and update features and information
Claim Yosi Health and update features and information
Claim Yosi Health and update features and information