Alternatives to EasyDocForms
Compare EasyDocForms alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to EasyDocForms in 2026. Compare features, ratings, user reviews, pricing, and more from EasyDocForms competitors and alternatives in order to make an informed decision for your business.
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Aesthetic Insight
Aesthetic Insight
Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption. -
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Modento
Modento Inc.
Our cloud-based, user-friendly patient communication and engagement platform is a truly all-in-one solution to the everyday needs of your dental practice. Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier. -
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IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
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Connect Patient
ChartLogic
Connect Patient by ChartLogic is a mobile-friendly multifunction patient portal. This web-based solution allows physicians and patients to easily communicate and engage using any browser or device or browser, thereby improving the quality of care and enhancing the overall patient experience. For providers, the key features of the tool are patient history, secure messaging, patient intake forms, and appointment reminders. For patients, the primary features include appointment requests, pay bills online, and RX refill requests. -
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ZENTAKE
ZENTAKE
The smartest way to manage your patient documents. ZENTAKE removes the hassle of managing paper intake documents. It is the perfect electronic intake and consent management platform for your staff and patients. Securely encrypted so you can collect and manage sensitive health data and keep your peace of mind. Save time and money by automating previously time-consuming intake management tasks. Solve your intake management problems forever by taking your form processes digital. Getting up and running is easier than you think. Start sending forms in minutes. ZENTAKE is designed to save your team and patients the headache of paper forms. It doesn't matter if patients complete their forms at home or in your office, ZENTAKE's intake tools help streamline your operations, while giving patients the safe, contactless options they want and you the specific information you need.Starting Price: $49/month -
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FormDr
FormDr
Always get the information you need with required fields. Patients can only submit when they complete all of your required fields. Never receive an incomplete medical form again. Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet. Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. Easily build HIPAA compliant online forms. No coding is required to create secure online intake forms for your patients. All patient form submissions are encrypted in transit and rest. A business associate agreement is included with your service. Have your patient enter information once and have it autocomplete throughout your medical form online. Automatically populate PHI directly into additional fields and medical consent forms. -
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Saviance Patient Intake Tablet
Saviance
The Saviance Patient Intake Tablet is an innovative solution that digitizes the first point of care for patients. It automates the entire intake process and significantly reduces the scope of error while collecting vital insurance information and full patient history. The Saviance Patient Intake Tablet is a cutting-edge mobile integrated solution for different IDNs, hospitals, physicians' practices, and retail clinics. Our secure cloud-based solution offers customized and personalized online forms which ensure that our client gets the maximum advantage with minimum investment. As an integrated solution (hardware and software), the Saviance Intake Patient Tablet ensures ROI and increases productivity significantly by enabling patient engagement through process automation. The onsite training also helps the client manage the solution in the most effective and productive manner. -
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Lobbie
Lobbie
Lobbie is a modern, all-in-one healthcare SaaS platform that streamlines patient intake, scheduling, electronic health records, lab and prescription management, billing, and payments, aiming to simplify and modernize the administrative side of a clinic or medical practice. Lobbie replaces paper forms with mobile-optimized, HIPAA-compliant digital intake forms (over 2,000 ready-made templates, or custom-built if needed), which patients can fill out remotely before their visit, often on a smartphone, desktop, or tablet, with no need to create an account. It supports dynamic consent and e-signatures, pre-filled data and automation, and delivers high pre-visit completion rates (clients report up to ~91% of forms completed before arrival). Once intake is digital, Lobbie offers automated scheduling (self-scheduling for patients, staff scheduling for providers), reminders via email or SMS, telehealth support, and integrations with calendars or external systems. -
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Zocdoc
Zocdoc
Zocdoc is an innovative platform designed to help healthcare providers increase patient bookings and manage appointments effortlessly. With Zocdoc Marketplace, practices can list their services, gain visibility, and receive bookings from new patients based on their specialties, insurance networks, and visit types. The platform offers a range of free tools, such as online scheduling, intake form collection, and HIPAA-compliant video services. Zocdoc also integrates seamlessly with existing electronic health records (EHRs) and helps providers save time and reduce marketing costs by improving patient acquisition through online search visibility. -
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iMARSMED
iMARS Systems
iMARSMED introduces the all new contactless patient check in, intake forms, electronic health records, and Patient Portal. All designed to get the headache out of running your practice. Cloud-based and Customizable scheduling and health records. iMARS offers a simple and easy-to-use health records system optimized for maximum security and privacy. Appointment scheduling, Appointment reminders, bill pay, HIPAA compliant email and file sharing, and much more. Using an old out-dated EHR system? Not using a Paperless EHR/EMR? How about office scheduling? Using Google Calendar? You can now make the switch and go to the new Paperless EHR/EMR software with iMARSMED. Find out how you can successfully transition from the old and out dated paper charts to the new Paperless EHR/EMR software.Starting Price: $149 per month -
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Tonic
Tonic
Tonic is a real-time mobile patient intake and contactless check-in platform that provides a seamless, easy and engaging way for patients to fill out any survey, sign any consent form, or make any payment when and where it’s most convenient for them. Create and edit all your surveys, questionnaires, and forms in real time from our super simple online survey designer. Instantly deploy them via email or text to any smartphone or computer or to an iPad-based kiosk in the clinic. Make all your patient data viewable the instant you collect it and filter it in every way imaginable. Real-time alerts make all your patient data actionable when and where it’s needed most. -
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OptiMantra
OptiMantra
OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices. It serves individual and multi-modality group practices of direct and primary care providers, acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada. It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.Starting Price: $99 per month -
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Curogram
Curogram, Inc.
Upgrade your practice management system with Curogram two-way texting, mass texting, customizable smart reminders, automated survey and rating requests, multi-user telemedicine, electronic patient forms, and online appointment booking! Create your own virtual online clinic and start seeing your patients via laptop, tablet or phone. Integrates with your current practice management system so you can manage your schedule from one place. Multi-feature platform enables typical office workflows in remote environments. All-in-one HIPAA-secure messaging platform for patient texting and staff-to-staff messaging. Easy to use for doctors and patients so doctors don’t have to deal with IT troubleshooting. Two-way texting and virtual clinic waiting room enables traditional workflows by office staff such as patient intake, payment, document collection, check-in and check-out.Starting Price: $125/month -
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Morf
Morf
Morf Health is an AI-powered workflow automation and patient engagement platform designed to help healthcare practices streamline operations, synchronize data across systems, and deliver personalized patient communication at scale. It acts as a central integration layer that connects existing tools such as EHRs, scheduling systems, billing platforms, and CRMs, allowing patient data to flow seamlessly between them while maintaining a unified and reliable source of truth. It enables practices to automate key workflows such as patient onboarding, intake, eligibility checks, appointment scheduling, reminders, follow-ups, and billing notifications, reducing manual administrative work and improving operational efficiency. Morf uses triggers and actions to automate processes, for example, automatically creating patient records or sending reminders when forms are incomplete, without requiring manual input or engineering resources.Starting Price: $146 per month -
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Benchmark PM
Benchmark Solutions
Benchmark PM enhances patient engagement from initial intake through final encounter with features such as patient onboarding, easy appointment scheduling, customizable reminders, robust reporting, and user-friendly dashboards. For billing, Benchmark PM simplifies filing, processing, and follow-up with integrated claims management, an integrated clearinghouse, electronic billing, insurance verification, and a versatile payment portal. Benchmark Solutions operates as healthcare practices’ one-stop management solution, comprising of Benchmark EHR software, Benchmark PM software, and Benchmark RCM services. Benchmark Solutions' offerings come together to form a comprehensive electronic toolset that can streamline daily internal operations and increase revenue earned all while improving the overall patient experience. Each piece of the Benchmark Solutions suite is modular so it can easily integrate with other technologies already in place. -
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Practice Mate
Office Ally
Practice Mate by Office Ally is a comprehensive practice management solution used by over 25,000 healthcare organizations. It simplifies revenue cycle management and assists in HIPAA-compliant recordkeeping for new and existing practices. Its user-friendly interface offers easy billing management that checks eligibility and benefits and manages claim submission and tracking. Its seamless integration with other Office Ally solutions provides additional functionality such as patient intake, reminders, e-prescriptions, and more. With no cost, commitment, or implementation, you can get started today to help reduce unnecessary administrative tasks, enhance provider job satisfaction, and improve the overall patient experience.Starting Price: $0 -
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Notenetic
Notenetic
Notenetic is a comprehensive Electronic Health Record (EHR) platform built specifically for behavioral health providers, designed to streamline the full lifecycle of clinical and operational workflows from intake to billing within a single, unified system. It centralizes key functions such as client management, staff coordination, documentation, scheduling, billing, and financial reconciliation, enabling organizations to manage their entire practice from one interface. It includes customizable documentation tools for intake forms, progress notes, and assessments, allowing clinicians to tailor templates to their specific methodologies while keeping all records organized in one place. Notenetic also provides integrated telehealth capabilities with HIPAA-compliant video sessions, along with a secure client portal where patients can communicate with providers, complete documents, and sign forms digitally.Starting Price: $55 per month -
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Mozart.MD
Mozart Medical
Our digital medical assistant takes information collected from new patient intake forms and creates an initial encounter note draft for the provider to review and edit. This feature results in significant time savings for those providers who type or use voice recognition software for dictations. The system collects payment information, so insurance pre-authorization, out-of-network benefits, etc., can be obtained and managed before the patient’s visit. Spending less time on documentation frees up providers to see more patients per day, which can significantly increase practice revenue. The system makes it easier to adhere to patient appointment times due to faster rooming of patients. The system gives patients the time and opportunity to be more thorough and accurate in documenting their medical history. -
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Solo
Teladoc Health
Built on our cloud-based network, Solo™ creates an integrated and scalable virtual care experience for any use case, care setting, and budget. Give your providers everything they need to offer world-class care anywhere, anytime by connecting people, healthcare systems, HIT systems, devices, and third-party software applications on a single platform. Built to meet the unique preferences of every user, role, and clinical workflow, the user dashboard brings together all of the components needed to manage your entire virtual care practice or programs in a single view. Our configurable software modules enable clinicians to view the patient’s continuous care journey, rather than by each episode of care – all on a single interface. Close workflow gaps around patient intake, scheduling, documentation, image access, and analytics to create a solution that meets your unique needs. -
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Zebra Doctor
Zebra Doctor
Zebra Doctor not only offers online appointment scheduling, increased patient intake, digital reputation management, and an exceptional patient experience; but it also helps innumerable patients as well, to find the appropriate healthcare provider, access online reviews and informative content, along with the facility of booking an appointment online. We cover all medical industries, from Primary Care and Medical Spas, to Dental Care and everything in between - we offer: Telemedicine Patient Acquisition Mobile App Digital Reputation Digital Front Door EHR Customized QR Code Forms With our focus directed towards Practices, Patients, Processes, & Technology - We’re a constantly improving, turnkey healthcare solutions provider that has revolutionized patient engagement and experience by bringing doctors & patients closer than ever; with facilities such as: Easy & instant communication Seamless televisits Real-time online scheduling Secure chats Email & text remindersStarting Price: $199 per month -
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CheckinAsyst
HealthAsyst
CheckinAsyst is an end-to-end digital platform for patient intake, payments, and communication. CheckinAsyst enhances your patient experience and improves your practice efficiency, allowing you to dedicate your attention to patient care. -
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Interlace Health
Interlace Health
Interlace Health has reduced overhead costs by millions of dollars annually for 1100+ healthcare organizations nationwide – simply by changing their processes. Healthcare organizations gain all the efficiencies and overhead reduction of Interlace Health, without the expense or disruption of transitioning to a different EHR or adopting new software. Interlace Health is designed for seamless integration and customization with existing systems. Patients can complete forms, provide insurance information, and pay their co-pays from home, on their own device, before they arrive. Or, do so in a fraction of the time on site. What was once overly time-consuming and frustrating for patients and staff, is now easy and efficient for everyone. Staff no longer needs to ask for payment, and patients never have to be surprised at what they owe. Our Patient Intake Solution asks for co-pays and balances owed, so patients can pay before they arrive. -
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Vecna
Vecna Technologies
Contactless Mobile Check-In & Self-Service Patient Kiosks. Patients can pre-register and check-in anytime, anywhere from their mobile device with no staff contact. Patients self-service kiosks can help streamline administrative tasks like hospital registration and payment. Text alerts patient when the caregiver is ready – patient can safely wait in their car or outside. Streamlined check-in frees staff to focus on patient care. Proven integration with Cerner, Meditech, Allscripts, Epic, and more. Extending the reach of care with VGo Telepresence Robots. Vecna has a full suite of patient intake solutions including Kiosks, Tablet Check-In, HealthPass Mobile Check-In and VGo Virtual Patient Intake Robot. The Vecna Patient Intake Platform helps protect patients and staff from exposure by minimizing contact across the care continuum – from appointment scheduled to care received. -
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Practice Sense
Practice Sense
Practice Sense is a 100% Cloud-Based HIPAA / HITECH compliant Solution. All patient records are stored in an online vault that can only be viewed the practice. Practice Sense also incorporates a secure and authenticated e-signature in its forms. Patients can complete their registration forms anywhere, at any time prior to their medical appointment. This will decrease the time they need to spend at the medical office and allows patients the opportunity to complete the registration forms in a private location. Forms can be securely emailed or accessed through your medical practice’s website. We work hard to make sure you don’t have to. We’ve done countless interviews and focus groups to ensure that we deliver a tool that will make patient registration much easier for both parties involved. Let us handle time consuming tasks.Starting Price: $99.00/month/user -
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Fits America Platform
Fits America
Dynamic Clinic Toolkit. Create customized orthotics using drag-and-drop accommodations. Using iPad-based laser technology, scan feet with sub-millimeter accuracy for a perfect fit. Real-time video capture allows for instant biomechanical assessment and gait analysis. Generates A.I. risk assessment report. Quickly collect and process patient intake forms and import to your patient roster. Patients are instantly synced across all tools. Leveraging laser technology, quickly scan posterior to analyze symmetrical imbalances. Identifies physiological effects in real-time. Simply take a front and side view picture of a patient to produce a full analysis and report. Automatic skeletal recognition provides an accurate, instant analysis. All-in-one telehealth & clinic platform. Personalized web portals for each patient. Seamless telehealth video calls through your browser. Direct integration with your clinic shop. -
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Yosi
Yosi
Creating the virtual waiting room of the future. Say Goodbye to expensive kiosks, clunky tablets and clipboards! Yosi is a pre-arrival focused patient intake and registration system that is eliminating wait times, improving patient experience and increasing financial results for large health systems and busy care centers. Our end to end patient on-boarding solutions improves and optimizes your waiting room, starting before the patient’s arrival and continues after they leave. Appointments & Scheduling. Make it easy for patients to schedule an appointment in real time, integrated with your EMR. 65% patients are looking for ways to self schedule. Automate patient intake and registration with pre-arrival and best in class iPad that patients love. Allow patients to pre-register before they arrive. Quickly & easily collect patient side co-pays and outstanding balances before or during check-in. Create great experience for patients. Collect more. -
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Hello Patient
Hello Patient
Hello Patient is a healthcare AI company. Its product, Mia, is an AI receptionist for healthcare that handles every patient conversation, across voice, text, and web chat, around the clock. Multi-location groups across specialties, as well as consumer health brands, use Mia to handle more conversations without adding staff. At the front office, Mia answers every call, books appointments, runs new-patient intake, verifies insurance, takes refill requests, and collects payments. Behind the desk, she follows up after visits, converts referrals, runs recall outreach, and chases open balances. When a call needs a person, she hands it off with full context, never gives medical advice, and logs every interaction. She works with the EHR, practice management, and CRM systems practices run, reads the live schedule, and books into it. With Mia answering 100% of calls, the front desk stays with the patient, and practices book around 20% more appointments. Hello Patient is HIPAA-compliant. -
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CERTIFY Health
CERTIFY Health
CERTIFY Health is a unified medical practice software purpose-built for ambulatory and outpatient care, designed to streamline patient experience, clinical workflows, practice operations, and revenue cycle management through a connected operational ecosystem. In many ambulatory practices, scheduling, intake, insurance verification, patient communication, and billing operate across disconnected systems. Staff often spend valuable time manually updating information between tools, creating delays, avoidable errors, administrative burden, and unnecessary friction for both care teams and patients. CERTIFY Health solves this challenge by bringing front-office, patient engagement, operational, and revenue cycle workflows into a single connected platform. By reducing manual handoffs and eliminating data silos, practices can create more coordinated experiences for staff while improving convenience and continuity for patients.Starting Price: $300 -
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Artera
Artera
Artera strengthens how healthcare providers communicate and care for patients. We bring together text, email, phone, and voice AI agents in one platform built for healthcare. Our voice AI agents handle the routine conversations that consume staff time: appointment scheduling, patient intake, referral management, payments, and care gap outreach. Artera pairs its secure agentic platform, Artera Harmony, with dedicated AI Service Squads who work within each practice's workflows to design and build custom AI solutions around their needs. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. SOC 2 Type 2, HITRUST, HIPAA compliant, and FedRAMP Class D Certified. Patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Experience | FedRAMP Class D Certification | 200M+ Patients | 1,000+ Provider Customers -
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Clearwave
Clearwave
Save 20% of all administrative hours for your practice, check patient insurance eligibility in real-time and streamline patient check-in with our kiosks, tablets, and software. Simplify your patients’ check-in process by allowing your patients to check in before their scheduled appointment—anytime from anywhere. Patient registration is simplified, and patient intake is streamlined. Get patients through the check-in process quickly with our customizable workflow. Average check-in time for new patients is 3 minutes. Check-in for returning patients is less than a minute. Increase successful payments and cash flow to your practice. Medical practices have seen an increase their point-of-sale collections by 25% – 65%. Clearwave is the cure for patients’ impatience. Establish a digital front door that’s always open for scheduling convenience, automated eligibility verification, patient check-in and frictionless financial transparency. -
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CareCloud Breeze
CareCloud
Eliminate the risk of high touch items like tablets and clipboards. With Breeze, patients can easily check-in from home or from the waiting room while on their own personal device. Connecting with your patients and sending critical information has never been more important. Easily send important communication to patients before they enter your office. Let everyone know the latest news with your practice before their visit. Avoid the physical exchange of cash, checks, or cards. Practices can leverage the payment power behind Breeze and encourage patients to pay from the comfort of their home, while on the go or in the office. Create a safe transaction for all. Turn paper and pens into taps and clicks for patients in your practice, at home or on the go with the fastest electronic intake solution available. Patients can request, reschedule, pre-pay and get reminders for upcoming appointments without a single minute of staff time wasted. -
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PatientStudio
PatientStudio
Maximize your appointment calendar with improved visibility into your clinic's schedule and provider availability. View and schedule appointments across many providers, rooms or locations to ensure a steady patient flow. Automatically invite patients to complete patient intake online. Custom digital paperwork can be completed and submitted using a smartphone or personal device. The patient's data will sync directly to their patient chart. Reduce no-shows with perfectly timed patient reminders via email and text message. Patients and staff can communicate, confirm or reschedule with two-way text messaging. Easily generate claims from patient notes and suggested ICD-10 codes. Automatically scrub and submit claims electronically. Services to manage your entire billing process, from submission to payment collection. Quickly create defensible, legible, and comprehensive clinical notes with documentation templates, assessment reports and pre-populated patient data. -
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NextPatient
NextPatient
NextPatient is a front-office automation platform for medical practices that integrates with major EHR/PM systems to streamline scheduling, patient engagement, and administrative workflows. It enables 24/7 patient self-scheduling, allowing new or returning patients to book, reschedule, or cancel appointments online from any device, while still giving providers full control over available slots and appointment types. It includes an automated waitlist; when cancellations or openings occur, patients on the waitlist are notified so providers can efficiently fill last-minute openings. NextPatient supports digital check-in, letting patients complete paperwork, consent forms, and insurance submission online before arriving at the clinic, reducing waiting-room time and eliminating undecipherable paper forms. It also handles payments, including deposits, card-on-file storage, and automatic balance collection via secure links. -
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GetDoctor
GetDoctor
Patients receive a text reminder before they arrive, and they're ready to check-in from the parking lot. View responses, arrival time, and other status information. Invite patients in with a simple click or follow up for further screening. We're plug-and-play compatible with most dental Practice Management Systems. GetDoctor automatically sends appointment reminders and prompts your patients to download the app. Plus, survey data and other forms auto-save and easily import back to your PMS. Patients securely scan their cards with their phone camera and instantly send them to you. Keep insurance information up-to-date without handling physical cards. We securely convert these documents into electronic in-app forms. Patients complete them at home or from their car, and the data uploads into your PMS.Starting Price: $19 per month -
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MedForward
MedForward
Let us design and implement an eye-catching, aesthetically pleasing, professional website for you. Your website will be cutting edge in its technology and functionality. We will either work with your existing website or build one from your specifications. MedForward also provides search engine optimization, online advertising purchasing, content writing and management ensure you receive maximum online visibility. We will provide our valuable insights and expertise to help your practice grow with a superior online marketing strategy. We have been focused on providing websites, online marketing services, and secure online forms for health care providers since 2007. We are trusted by hundreds of physicians across the United States. Let us improve your online patient experience and grow your online presence with HIPAA compliant forms website tools, e-mail blasts, pay-per-click advertising, social media management, and SEO. -
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Phreesia
Phreesia
Phreesia is a patient intake platform used by more than 4,700 healthcare organizations across the U.S. It automates the workflows surrounding every patient visit — scheduling, registration, payments, and patient communication — and integrates with leading EHRs to reduce manual work at the front desk. Key capabilities include digital check-in, appointment reminders, self-scheduling, bill pay, eligibility verification, clinical screenings, and AI-powered outbound calling. Phreesia works across in-person and telehealth visits, on mobile, tablet, and web. Organizations using Phreesia report fewer calls, faster collections, and lower no-show rates. 9 in 10 customers recommend Phreesia. -
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Siva Forms
Siva Forms
Siva Forms increases the efficiency in the management of a dental practice as the manual and labor-intensive task of handling paper forms is eliminated. Everything is digital, secure, and all in one place; there’s no need for a complicated paper filing system. Dentists can retrieve patient records by logging in to our safe and secure portal. Also, our Smart Search feature allows dentists and staff to manage all their records according to the type of the form, the number of records required to be displayed, date, name, and phone number. Make life easier for your patients and staff with Siva Forms. Forget paper forms, you can now allow your patients to fill forms online, from anywhere and on any device. Moreover, dentists and their staff can easily sort, organize, manage, filter and view patient data online, wherever and from any device. An impressive feature of Siva Forms is the ability to add a digital signature. -
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Finger-Ink
Finger-Ink
Paperless forms & patient check-in, for Cliniko. Using Cliniko? Tried to go paperless but disappointed by the other solutions out there? Want patients to check themselves in? Want it all to work reliably and look professional? We got you. When your patients arrive for their appointment, let them check-in on the iPad in reception — then fill out any forms still outstanding. Send your patients links to your forms before their appointment. They can fill them out on their own device — at home or on the go. When a form is filled in the iPad app, the patient is checked-in, their record is updated, a PDF (with signature) is uploaded to their files, and a treatment note can optionally be created as well. Either in-clinic, using our native iPad app, or in the patient's home, on their own Mac, PC or mobile device. Just about any of your existing forms can be converted to our format using our own purpose-built editor.Starting Price: $14.99/month -
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SteadyMD
SteadyMD
SteadyMD is a telehealth infrastructure and clinical care platform that powers high-quality virtual healthcare experiences for patients and healthcare organizations across all 50 U.S. states by providing an on-demand, technology-enabled clinician workforce, clinical operations, legal/regulatory support, and secure telehealth technology. It offers a broad spectrum of care services, including primary care, urgent care, chronic and condition-specific care, therapy, lab order review, prescription approval, and personalized treatment plans delivered via video, phone, or asynchronous messaging, enabling seamless patient interactions without in-person visits. SteadyMD includes tools such as Telehealth APIs, a white-label telehealth platform, and the SteadyMD Digital Clinic that integrate with partners’ systems, support intake forms and scheduling, and route consults to clinicians licensed in the patient’s state while maintaining HIPAA-compliant security. -
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Practis Forms
Practis
Practis Forms is a HIPAA compliant form builder that allows you to collect patient and other sensitive information anytime, anywhere, from any device. By allowing patients to securely fill out their secure medical or dental forms online, your office will reduce manual entry, eliminate paper and increase efficiency. Whether you're trying to improve your patient intake process for your medical or dental practice, looking generate patient leads or needing to streamline hiring, our simple-to-use secure online form and quiz builder tool has the flexibility and capability to meet your changing needs. When you sign up with Practis Forms, a Business Associate Agreement (BAA) is automatically generated between Practis and the covered entity. Practis Forms safeguards your submission data with 256 bit SSL encryption and storing it in an encrypted format in a separate database server. Our servers are managed 24x7, in a state-of-the-art facility that is located in the U.S.Starting Price: $25 per month -
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Ubie
Ubie
Ubie Business is an AI-powered patient support platform that automates clinical intake, routes patients, and fills the schedule 24/7 across voice and chat. Built for healthcare organizations that need to meet patients earlier in the care journey, Ubie helps guide people from symptoms to the right next step while reducing administrative burden for staff. It supports clinical intake by assessing patient symptoms up front, determining urgency or routing needs before arrival, collecting relevant data only when needed, and helping complete intake without redundant paperwork. Instead of relying on disconnected phone calls, static forms, or manual triage, Ubie uses AI to gather symptom information, structure patient responses, and support better routing before the patient reaches the clinic. Its appointment scheduling capabilities help patients get directed toward appropriate care and reduce friction between symptom search, care navigation, and booking. -
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Omnipractice
Omnipractice
Omnipractice is an AI-powered, cloud-based electronic health record and practice management platform designed to streamline clinical and administrative workflows for healthcare providers, especially in behavioral health, addiction treatment, and multi-specialty clinics. It unifies essential practice functions, such as intake and CRM lead tracking, scheduling and calendar management, secure client and therapist portals, billing and insurance workflows, e-prescribing, and analytics dashboards, into a single HIPAA-compliant system so teams can reduce manual work and improve operational efficiency. Omnipractice’s AI-driven tools include an advanced AI scribe and notes workflow that automatically transcribes sessions, generates progress notes and treatment plans based on templates, and lets clinicians review and edit outputs; custom AI Studio workflows; automatic form autofill; group notes support; and automation of insurance verification, claims, and eligibility checks.Starting Price: $29 per month -
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Jasmine Practice Management
Jasmine Software
Streamline your acupuncture practice with Jasmine, a cloud-based practice management that provides patient relationship management, scheduling, customizable treatment notes, customizable intake forms with eSignatures, receipting & Superbills, insurance billing, and reporting. -
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Flax
Flax
Flax is AI for skilled nursing, built to turn paperwork into profit by automating the most time-consuming but profit-driving paperwork from referral to appeal. It helps skilled nursing teams get away from manual paperwork and use AI where they need it most: admissions, intake, and billing. For admissions, Flax summarizes referrals and assesses them against facility criteria, helping teams respond faster to the referrals that fit their building and avoid patients who do not align with their financial model or clinical capabilities. It pulls directly from portals, summarizes key patient details, flags whether a patient is a fit for the facility, and helps admissions teams respond to referrals in minutes. For intake, Flax populates the MDS form using the patient referral and existing clinical notes, extracting additional PDPM-driving information so skilled nurses can spend more time at the bedside and less time in forms. -
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Formfy
Formfy
Formfy is the AI-powered platform for forms, e-signatures, digital waivers, payments, and scheduling — all in one tool. Most businesses run customer intake on a Frankenstein stack: a form builder for the questions, DocuSign for signatures, Smartwaiver for waivers, Calendly for booking, and Stripe for payments. Five tools, five subscriptions, five places where things break. Formfy collapses all of that into one workflow. The Ai Copilot is the Wedge Describe what you need in plain English — "new client intake for my med spa with HIPAA consent and a $50 deposit" — and Formfy generates the entire flow in under a minute. The AI writes the questions, picks the field types, drafts the legal and consent language, configures payment, and gives you a shareable link or embed code ready to send. -
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BuddyCare
Buddy Healthcare
The interactive timeline in the BuddyCare app provides patients with instructions precisely when they need them. The chronological order of events makes it easy for patients to follow everything that needs to be completed throughout the process. Patients may easily fill forms, such as pre-operative assessment or anesthesia pre-questionnaire, in the app, and submit them to the clinic through a secure channel. Care personnel is notified about answers needing attention, and the patient informed about form approval. The interactive timeline in the BuddyCare app provides patients with instructions precisely when they need them. The chronological order of events makes it easy for patients to follow everything that needs to be completed throughout the process. BuddyCare implements the principles of Enhanced Recovery After Surgery (ERAS) protocols to enhance early mobilization after surgery. BuddyCare contributes to helping run things as “normal” as possible before and after the procedure. -
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BRIDGE+ for ALFs
BRIDGE+ for ALFs
Quick view and access to critical alerts allows you to organize and resolve key daily activities, such as monthly notes, vitals and pending requests helping you maximize workflow & efficiency. Save and retrieve up-to-date resident documentation - facesheet, notes, vitals, incidents, forms, attachments, transfers and more. Easily exchange information with other facilities. Fill out, send, receive and e-sign state forms and other documents directly and securely, eliminating the need for printing and faxing. Quickly populate patients information from facesheet. Document, view and track all the information you need to help provide support to residents during critical situations or emergencies. Follow and document transfer progress. Send communication, instructions and documents by email or e-fax before you start a transfer. -
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Simple Interact
Simple Interact
Simple Interact is a Software as a Service (SaaS) company that serves medical practices, groups, and hospitals. We speed up your patient workflow while reducing your staffing needs. We do this by automating repetitive tasks that staff has to otherwise perform. Intake, Image capture(Insurance card, Driver’s license, Selfie), Medical history, Screenings, Legal, Informed consents, Initials, eSignature, Educational marketing. Automated filling of cancelled appointment slots, Appointment request forms, Referral request forms, and Request management. Patient self-sign-in with address/insurance verification, virtual waiting room, and Telehealth reminders and consent. -
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HealthWare
HealthWare
HealthWare provides a complete software solution to manage the clinical and financial needs of your home care agency while maintaining regulatory requirements. Its ease of use and comprehensive home health specific features help your agency improve in areas such as communication, outcomes, and reimbursement, as well as reduces operating costs. Since HealthWare’s applications are seamlessly integrated, information flows smoothly from intake, to scheduling, and clinical, then feeds directly into billing for timely reimbursement and accurate reporting. With HealthWare you can provide better quality care, more efficiently, without worrying about compliance. All patient records can be safely kept in HealthWare‘s secure EMR, including collaborations between departments using TeamWork. No need to print clinical documents, both clinicians and patients can sign electronically, and physicians can sign digitally using the Physician Portal. -
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mConsent
SRS Web Solutions
mConsent employs the Six Sigma methodology to optimize practice operations. This includes the digitization of forms, automated insurance verification, and the provision of online appointment scheduling. Augmenting patient communication, it integrates tools such as Text2Pay, treatment plan reminders, and appointment notifications. Valuable insights can be obtained through its extensive analytics. Trusted by a multitude of dental, medical, and optometry practices, mConsent stands as the preferred solution for ensuring smooth operations. Begin your journey toward transformation today.
