EasyDocForms Reviews & Ratings

EasyDocForms

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
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Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is IntakeQ?

IntakeQ is an online intake management solution designed for healthcare providers, streamlining the process by reducing the need for physical paperwork. Being HIPAA compliant, it enables health professionals to send online forms directly to patients, thereby enhancing the onboarding experience. The software also features e-signature capabilities, analytics for questionnaires, secure messaging, and automated reminders for appointments. Additionally, it offers comprehensive client profiles and the ability to maintain detailed client notes, ensuring a more efficient workflow for health practitioners. Overall, IntakeQ significantly modernizes the client intake process in the health sector.

What is EasyDocForms?

Keep your practice’s intake packet and make it easier for patients to complete. EasyDocForms converts existing forms into mobile-friendly workflows and returns completed answers and signatures in the original PDF layout. Specialty clinics can configure conditional questions, body diagrams, outcome assessments, surgical forms, consents, guardian signatures, and provider countersigning. English and Spanish forms and phone capture for insurance cards, ID, medications, and supplements help patients provide the information your team needs. Completed PDFs work with or without an EMR system. Monthly plans are Forms at $29 for unlimited basic intake forms, Pro at $79 for complex forms with Open Dental integration, and Pro + EMR at $129 for one supported EMR integration. Pro and Pro + EMR include two doctors and unlimited staff; additional full-time providers cost $20/month each. A signed BAA is included with every paid plan. Personal setup confirms packet requirements and integration availability for your practice.

Media

Media

Integrations Supported

Square Appointments
Square Payments
Birdeye
Clinically AI
Google Calendar
Influx MD
SRFax
Service Center
Square POS
Square Payroll
Square for Retail
Stackreaction
Stripe

Integrations Supported

Square Appointments
Square Payments
Open Dental Software

API Availability

API Availability

Pricing Information

$49.90/month
Forms Only - $49.90 per month
Full Package Practice Management (PracticeQ) - $79.90 per month
For Enterprise level plans contact IntakeQ.
Free Trial Offered?

Pricing Information

$29/month
Forms: $29/month for unlimited basic intake forms. Pro: $79/month for unlimited complex forms, Exact PDF conversion, two doctors, unlimited staff, and Open Dental integration. Pro + EMR: $129/month for everything in Pro plus one supported EMR integration. Both upper plans add $20/month per additional full-time provider. Clinics can collect completed PDFs with or without an EMR. Integration availability and capabilities vary by system and practice setup. Contact EasyDocForms for personal setup; forms, provider count, and integration requirements are confirmed before billing begins. Prices in USD.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

IntakeQ

Date Founded

2014

Company Location

Canada

Company Website

intakeq.com

Company Facts

Organization Name

EasyDocForms

Date Founded

2025

Company Location

United States

Company Website

easydocforms.com

Categories and Features

HIPAA Compliance

For Healthcare

Medical Practice Management

HIPAA Compliant
Multi-Office
Multi-Physician
Patient Portal
Patient Records
Patient Registration

Mental Health

Assessment & Treatment Plans
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Patient Portal
Progress Notes
Single Provider Practice

Patient Case Management

Assessment Notes
HIPAA Compliant
Medical History Records
Patient Records

Patient Intake

Not specified

Patient Portal

Health Record Access
Intake Forms
Secure Messaging

Therapy

Not specified

Categories and Features

Patient Intake

Not specified

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