Digital Intakes Revenue

About Digital Intakes

Digital Intakes is a secure app that sets up in minutes and allows you to manage true digital intake forms without changing existing software or extensive training. We’ve been perfecting the client intake process for over 24 years. Choose editable forms from the template library, create your own, or have us create custom forms for you. Build diagram questions clients can mark-on, and gather hand-written signatures. Supports authorizations, agreements, employment applications, referral forms, registration forms and/or questionnaires of any type. Group multiple forms together into packets to gather all the data you require in one shot. Upgrade and use multiple dedicated digital clipboards to keep it all organized. Do you need to gather sensitive data like medical information? We use state-of-the-art security measures, controlled device access, and data encryption to safeguard your client’s data. Yes, we’re HIPAA compliant. Use the Get Link function to create form links you can place directly on your website with no coding. Or use the built-in Send a Form function, with automatic reminders, sent via email or SMS text. Clients start out on your customizable landing page and fill-out true digital forms that adjust to any size display, not an old-style fillable PDF. Once submitted, clients end on a customizable success page with a Google map to your location. The office is notified by email when forms/packets are submitted and ready for processing. You’ll be able to download typed forms immediately after submission. No more deciphering bad handwriting. No more waiting while your forms get filled out in-office. No more time and paper wasted scanning and shredding. No more disinfecting clipboards and pens. Perfect for TeleHealth/TeleMedicine, practitioners of any kind, accountants, attorneys, employers and more. Setup is super easy and support is free! Register, upload your logo and start using digital forms in minutes.

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