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Most Popular
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Starter $29/mo
Try for free for 14 days
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Elite $79/mo
Save $240 per year with an annual plan
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Enterprise 
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For small practices and solo providers that need to easily send and receive forms online. |
For small to medium sized businesses with multiple team members ready to streamline their process with online forms.
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For medium to large businesses with multiple locations, departments, or providers that need manage permissions and share forms across a large organization.
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Usage |
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FormsThe number of forms that you can create and add to your account. |
Unlimited |
Unlimited |
Unlimited |
Submission StorageThe total number of patient submissions that can be stored on your account. |
Unlimited |
Unlimited |
Unlimited |
Monthly SubmissionsThe number of submissions per month you can receive from patients. |
500 |
5,000 |
10,000 |
Monthly Form ViewsThe number times your forms can be viewed each month. |
5,000 |
50,000 |
100,000 |
UsersThe number of users that have access to your account. Empower your staff by giving access to exactly what they need. |
1 |
25 |
Unlimited |
PacketsCombine multiple forms together (e.g. demographics, history, consent, and privacy practices) into a online form packets. |
1 |
50 |
Unlimited |
File StorageTotal available space on your account to store images and files. |
10 GB |
500 GB |
1 TB |
Features |
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HIPAA Compliant FormsSetup secure HIPAA compliant online forms. All patient data is encrypted in transit and at rest. A BAA is included with your service. |
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Mobile-Friendly FormsGive your patients the freedom to sign your forms with any device, anywhere. Your form will work on all devices and can be completed from a phone, tablet, or computer. |
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Appointment RemindersAlways get completed forms before the appointment, send automated text message and email appointment reminders. |
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Progress TrackingTrack the progress of your clients. See when clients open your forms, view their saved progress, and send reminders to ensure you always get completed forms before the appointment. |
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Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need. |
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Attach Card PhotosHave your patient take a picture of their insurance or photo ID to submit to you. Stop scanning cards during the appointment. |
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Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the patient selects. Hide questions that do not apply to all patients. |
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Electronic SignaturesCollect signatures before the appointment, have your patients e-sign and submit from their phone, tablet, or computer. |
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Text Message InvitationsSend your forms over text message to have patients securely complete and sign from their phone. |
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Email InvitationsSend your forms over email to have patients securely complete and sign from their phone, tablet, or computer. |
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Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your patients. |
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Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have patients complete your forms in person. |
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Drag and Drop BuilderEasily update your forms by dragging and dropping new fields into place. Simply customize your form for your specific needs, no coding required. |
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Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling. |
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Custom BrandingCreate a seamless experience for your patients, add your logo, brand, and styling. |
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Custom Thank You PageDirect patients to a custom page after they complete your forms. |
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Support |
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Product GuideSearch our extensive guide to find the answers you need. |
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Email SupportOur friendly support team is available to help you via email during normal business hours. |
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Onboarding WebinarSchedule a live onboarding webinar to get started using your account. |
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Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms. |
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File ConversionWe convert your paper forms into online forms for a nominal fee. |
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Phone SupportSchedule a call with our support team to get the training and answers you need. |
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 For small practices and solo providers that need to easily send and receive forms online. |
 For small to medium sized businesses with multiple team members ready to streamline their process with online forms. |
 For medium to large businesses with a large amount of forms and several team members that need access to send and receive forms online. |