Patient intake, done before they reach the waiting room.
Med Intake Pro lets your practice build medical intake forms, share a secure link, and receive completed, encrypted patient information — all in one place.
Everything a practice needs
Purpose-built for patient intake — secure where it counts, effortless where it helps.
HIPAA-grade security
Every patient answer is encrypted at rest with AES-256. No PHI ever leaves your dashboard or appears in email.
Drag-and-drop form builder
Build any intake form with 22 field types, sections, conditional logic, and live preview — no code.
6 medical templates built in
Start from New-Patient, Medical History, Dental, Pediatric, Behavioral Health, or Physical Therapy intakes.
Share links, no patient login
Send a secure link by text or email. Patients complete intake on any phone — nothing to install.
Submissions inbox
Completed intakes arrive in a clean inbox you can review, mark, and archive. Get notified the moment one lands.
Team & roles
Invite your front desk and clinicians with owner, admin, editor, and viewer permissions.
Less clipboard, more care
Patients fill out intake on their own phone before they arrive — so your team starts every visit with a complete, legible, encrypted record.
Patients complete intake on any phone — nothing to install
Build any form with 22 field types and sections
Conditional logic shows only what’s relevant
Live preview while you build — no code
Completed intakes land in a clean, markable inbox
Get notified the moment an intake arrives
How it works
Three steps from a blank form to an intake waiting in your inbox.
Build your form
Pick a medical template or build your own in the drag-and-drop builder.
Share the link
Generate a secure intake link and send it to your patient.
Receive it securely
The completed, encrypted intake lands in your inbox — ready before the visit.
A role for everyone at the front desk
Invite your team with exactly the access each person needs.
Owner
Full control of the practice, billing, and team.
Admin
Manage forms, submissions, and invite teammates.
Editor
Build and edit intake forms and templates.
Viewer
Review and read submissions — no edits.
Patient data, protected by design
PHI is encrypted, kept out of email, and never leaves your dashboard. Security isn’t a setting here — it’s the default.
- Encrypted at rest with AES-256
- No patient information in notifications
- No patient account or app to install
- Role-based access for your team
AES-256 at rest
Every patient answer is encrypted at rest — never stored in the clear.
No PHI in email
Notifications tell you an intake arrived — never the patient’s information.
Secure share links
Single-purpose links let patients complete intake with no account to create.
Reviewable inbox
Completed intakes arrive in an auditable inbox you can review, mark, and archive.
Ready to streamline your intake?
Set up your first secure intake form in minutes — no credit card to start.