AI TOOL PROFILE

EasyDocForms: Patient Intake Software

EasyDocForms helps independent healthcare practices digitize their patient intake process. It is designed for specialty clinics that require medical inputs like body diagrams and a flat-rate pricing model.
  • Healthcare
  • Form Builder
  • Independent medical practices
  • Specialty clinics
  • Chiropractic offices
  • Med spas
  • Small healthcare teams

Pricing

The software is $16.99/month with unlimited forms, patients, providers, and locations. A 14-day free trial is available, and no credit card is required to start.

At a glance

Best for
Independent medical practices, Specialty clinics, Chiropractic offices, Med spas, Small healthcare teams
Key use cases
Chiropractic and Rehab Intake, Med Spa Consent Management, Workers' Comp Documentation, Concierge Medicine Onboarding
Integrations
Square Appointments, Keragon
Visit EasyDocFormsEasyDocForms software interface screenshot

How AI is used

EasyDocForms is a patient intake platform designed to help medical practices transition from paper and manual data entry. The software allows providers to upload existing PDF forms, which are converted into mobile-responsive digital versions for patients to complete before their visit.

The tool is designed for independent healthcare providers, including those in chiropractic, med spa, and concierge medicine. It includes features such as HIPAA compliance, e-signatures, and clinical inputs.

Practices can use the software to collect patient data, manage informed consents, and generate AI summaries of intake documents. A provider app is available for iPhone and iPad to help clinicians review appointments and document visits.

Buyers should confirm that this tool fits their needs as a dedicated intake solution, as it is designed to complement rather than replace a full Electronic Health Record (EHR) or billing system.

Key Features

  • PDF to Digital Conversion

    Converts existing PDF intake forms into mobile-friendly digital versions using AI.

  • Clinical Input Tools

    Includes specialized inputs such as interactive body diagrams, pain scales, and range-of-motion selectors.

  • AI Medication Extraction

    Allows patients to photograph pill bottles to extract drug names, dosages, and frequencies into a structured table.

  • AI-Generated Summaries

    Condenses multi-page intake forms into brief summaries of key findings for clinicians.

  • Insurance Card OCR

    Extracts member IDs, group numbers, and payer information from photos of insurance cards.

  • HIPAA Compliance

    Includes encrypted data storage, a signed Business Associate Agreement (BAA), and audit logs.

  • Medicare ABN Support

    Provides customizable Advance Beneficiary Notice forms designed to meet CMS requirements.

Use Cases

  • Chiropractic and Rehab Intake

    Collecting NDI and Oswestry assessments along with interactive body diagrams for pain location documentation.

  • Med Spa Consent Management

    Handling treatment-specific consent for procedures like Botox or fillers, including contraindication screening.

  • Workers' Comp Documentation

    Capturing accident details, employer data, and attorney contacts with e-signatures.

  • Concierge Medicine Onboarding

    Implementing detailed patient histories and custom workflows for specialty clinics.

Integrations

  • Square Appointments
  • Keragon

FAQ

Is EasyDocForms HIPAA compliant?

Yes, it provides encrypted storage, encrypted transmission, audit logs, and a signed Business Associate Agreement (BAA).

Do I have to build my intake forms from scratch?

No, the tool can convert existing PDF forms using AI, or the EasyDocForms team can build the forms as part of their onboarding service.

How does the pricing work for larger clinics?

EasyDocForms uses a flat rate of $16.99/month, which includes unlimited providers, patients, and locations.

Does it replace my EHR system?

No, it is designed to complement existing EHR or practice management software by specifically handling the intake and consent process.

Source category: Healthcare

Source subcategory: Form Builder

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