Transform your practice paperwork today
No more incomplete, illegible PDF intake forms that are hard to update. No more faxing a referral form. No more paying for multiple services.
- Clients and patients complete your intake forms online before their appointment
- Receive secure, e-signed treatment consent forms in your inbox
- Continue the conversation securely via email
- HIPAA and CCPA compliance built in
Secure Web Forms
Move your intake forms, health history questionnaires, and other forms online in minutes using our drag-and-drop form builder. Start from scratch or customize one of our free templates.
- Use conditional logic to give your clients a customized experience
- Add body charts for pinpointing symptoms
- Screen your clients with self-administered questionnaires (e.g., PHQ-9, GAD-7, PCL-5, etc.)
- Upload PDFs of submitted forms to your practice management software
Electronic Signatures
Instant online signing for your most important digital forms. Switching from pen and ink to e-signatures has never been easier. Our legally binding e-signatures are perfect for your informed consent agreements and records release forms.
We've built electronic signing right into our secure web forms. Add e-signing to any form, send the form with our encrypted email, track unsigned forms, and receive signed submissions to your Inbox. You’ll receive a detailed activity record attached to each submission.
- Your clients can sign from anywhere, on any device
- Provides detailed activity records
- ESIGN and UETA compliant
Encrypted Email
Everyone in your practice gets a secure email account with built-in encryption. Send and receive encrypted email on the web or by using our free iPhone app. You can also add your account to your favorite email application, such as Outlook and Mac Mail.
- Use your own domain name (e.g., @yourpractice.com) or use one of ours
- Send and receive encrypted email attachments
- Add an optional security question
- Works with iPhone and Android smartphones
Private Message Center
Maintain the confidentiality of your client conversations in our private message center. Your clients and patients will read messages and complete forms on a secure, password-protected web page.
- Send and receive encrypted messages and attachments
- Attach intake forms, self-administered questionnaires, and e-signable agreements
- Set a custom message expiration date







