Best Patient Intake Software for Square Appointments

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

EasyDocForms is a modern patient intake solution that replaces clipboards and static PDFs with intelligent, mobile-first digital forms. Created by a practicing doctor, it focuses on solving real-world intake problems faced by independent medical practices. Users can upload existing PDF forms, which are automatically converted into smart, easy-to-complete digital versions using AI. Patients complete intake before arriving, using their phone, tablet, or computer, reducing front-desk bottlenecks. Advanced features like medication photo capture and insurance card OCR eliminate manual data entry and errors. AI-generated summaries condense multiple pages of intake into a single, actionable paragraph for clinicians. The platform supports specialty-specific inputs such as body diagrams, pain scales, and orthopedic assessments. Built-in e-signatures, reminders, and dashboards keep workflows moving smoothly. EasyDocForms is fully HIPAA compliant and runs on secure Google Cloud infrastructure. It delivers enterprise-level functionality at a price point designed for solo and small group practices.

Enhance the productivity of your healthcare facility by utilizing DrChrono’s comprehensive platform, which combines practice management, electronic health records, and medical billing into one seamless solution. Featuring a contemporary and user-friendly design along with a myriad of sophisticated functionalities, DrChrono enables healthcare professionals to deliver improved patient care. Practitioners can effortlessly organize patient appointments, update and review charts, and handle billing processes efficiently. This all-inclusive tool streamlines operations, allowing medical staff to focus more on their patients and less on administrative tasks.