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
- Screen your clients with self-administered questionnaires that deliver a score upon completion (e.g., PHQ-9, GAD-7, PCL-5, etc.)
- Screen your clients with our COVID-19 screening questionnaire
- Upload PDFs of submitted forms to your practice management software
Electronic Signatures
Instant online signing for your most important digital forms. 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 Apple 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 will read messages and complete forms on a secure, password-protected web page.
- Send and receive encrypted messages and attachments
- Attach intake forms, screening questionnaires, and e-signable agreements
Customer Success Stories
