Start with intake. Scale when you're ready.

Every new account starts with a 14-day trial of Starter. Build forms, send magic links, collect submissions, and try the AI form builder.

Starter ($49.99/mo) is for practices that only need digital intake — forms, templates, e-signatures, and magic links. Upgrade to Standard when you need scheduling, patient tags, SMS, or payments. Upgrade to Pro for smart tags, campaigns, automation flows, insurance verification, and Voice AI Receptionist.

Yes. Every account includes encryption at rest and in transit, audit logging, and role-based access control. A Business Associate Agreement (BAA) is included on every plan.

Starter works best solo. On Standard or Pro, invite your front desk, providers, and admins anytime — $19.99/mo per person after the first included seat.

Your account is locked until you subscribe. Your data is safe and you can subscribe to any plan anytime to pick up right where you left off.

Yes. Upgrade or downgrade between Starter, Standard, and Pro anytime from billing settings. Changes are prorated automatically.

An AI-powered phone agent that confirms, reschedules, or cancels appointments when patients ignore SMS and email. Included with Pro.

Pro includes 2,000 flow triggers ($0.10 each after) and 250 insurance verifications ($0.20 each after) per month. Voice AI Receptionist has no per-call fees on top of your subscription.

Yes. We can help you import existing forms and patient data from IntakeQ, JotForm, or any other platform. Contact us and we'll walk you through it.

No. Patients open a link, fill out the form, and submit. No app download, no login, no account required.

During your 14-day trial, you get live chat, the support form, and training calls. After that, Starter includes a support form only. Standard adds live chat. Pro includes chat, the form, and bookable training calls.