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Forms & Intake
Drag-and-drop form builder with mobile-friendly links, e-signatures, and consent workflows.
What is Forms & Intake?
Drag-and-drop form builder with mobile-friendly links, e-signatures, and consent workflows. Patient data flows directly into their records.
Product typePatient Engagement & Care
Pricing ·
Deployment
APINot available
What teams use Forms & Intake for
Med spas
Wellness clinics
Weight loss practices
IV therapy
Longevity
Regenerative medicine
Aesthetics
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
HIPAA
GDPR
Secure servers managed by trusted third-party service providers
Data processing agreements with vendors
Standard contractual clauses for EEA/UK data transfers
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
