Digital Intakes is an online form SaaS designed to replace paper-based patient/client intake workflows. It targets organizations such as medical clinics, dental practices, chiropractic offices, mental health providers, telehealth services, and law firms, helping them collect, verify, and process sensitive information before clients arrive. The goal is to reduce inefficiencies and errors caused by scanning, mailing, shredding, and manual data entry.
The platform supports custom forms and form packets, offers an editable template library, and allows organizations to upload their logo, set brand colors, and send forms to clients via in-app sending, email links, website embed links, or SMS. After submission, organizations can view, download, and process data in the Clipboard dashboard, with export formats including PDF and CSV. Its main selling points include unlimited forms, unlimited submissions, automated reminders, email notifications for submissions, form sending across multiple office locations, and add-on capabilities such as extra Clipboards, expanded cloud storage, and file-upload questions.
On the security side, Digital Intakes explicitly emphasizes HIPAA/HITECH compliance, bank-grade encryption, multi-layer security, email/SMS authorization, device/computer authorization, controlled staff access, and physical server security. For U.S. clinics handling protected health information, these are core value points. However, the site does not disclose more detailed compliance information such as audit logs, backup policies, data residency, or SOC 2.
Pricing is very straightforward: $19.90/month, a single plan, no setup fee, cancel anytime, and the first 15 days for $0.99. The plan includes unlimited forms, unlimited submissions, custom branding, a template library, and unlimited assistant accounts. For small clinics with higher submission volumes, it offers good value for money. The website says no coding or IT is required and setup takes around 5 minutes, making it suitable for non-technical teams.
Its strengths are transparent pricing, a low learning curve, flexible form delivery options, and security/compliance features tailored to healthcare use cases. The main weakness is the lack of detail around third-party integrations. Although it claims to work with existing software, it does not list integrations with EHR/EMR systems, CRMs, or payment systems. API and developer support are also not disclosed, and there is no visible self-hosted deployment option.
Access from mainland China is unknown, and the terms of service indicate that it is intended for users in the United States and its territories. Payment methods are also not disclosed. For organizations in China that do not need to address U.S. HIPAA scenarios, local form tools such as Jinshuju and Wenjuanxing may be worth considering. International alternatives include Jotform, Typeform, Formstack, IntakeQ, and SimplePractice.
β This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on digitalintakes.com official site.
digitalintakes.com is an United States SaaS Tools provider. TG4G tracks its product information, with monthly pricing from $0.99, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach digitalintakes.com directly.