Welcome to e-Intake

Smart, Secure, and Seamless Patient & Client Intake

Paper is the Past. e-Intake is the Future.

At e-Intake, we empower healthcare providers and law offices to move beyond outdated, paper-based registration forms. Our smart, AI-powered intake platform transforms how you onboard patients and clients — making it faster, easier, and error-free.

No App. No Account. No Hassle.

Clients and patients can complete forms anytime, anywhere — no sign-up or login required.

Whether they’re sitting in their living room, at work, or watching TV, your patients and clients receive a secure link via text or email. They simply click and complete their forms — no downloads, no passwords, and no back-and-forth calls.

Who We Serve

For Healthcare Providers

Tired of scanning paper forms and fixing errors that lead to claim denials? With e-Intake, patients fill out HIPAA-compliant digital forms that auto-populate and validate in real time, improving data accuracy and insurance acceptance rates.

For Attorneys & Legal Teams

Speed up the intake process for your personal injury, workers’ compensation, or medical claims clients. Send digital forms instantly and receive signed intake packets back within minutes — complete with e-signatures and consent documentation.

Why Choose e-Intake?

AI-Powered Smart Forms

  • Auto-fill demographic and medical history info.
  • Eliminate redundant entries with smart field population.
  • Tailor logic based on form answers (e.g., condition-specific questions).

No Login or App Required

  • Patients and clients complete forms via a link (text/email/QR code).
  • No account creation required — just click and fill.

Mobile-First Design

  • 70% of users complete forms on their phones.
  • Fully optimized for phones, tablets, and desktops.

Pre-Appointment Completion

  • 90%+ of users finish forms before the appointment.
  • Reduce in-office wait times and improve the lobby experience.

Bulletproof Insurance Claims

  • Paper forms often lead to claim denials due to missing or illegible info.
  • Our smart forms ensure clean data and complete fields, drastically reducing errors that affect revenue.

Real-Time Dashboard & Tracking

  • View form status by patient/client, staff, or location.
  • Trigger automated reminders for incomplete forms.
  • Export completed packets directly into your EHR/EMR or Case Management System.

How e-Intake Works

1

Upload or Customize Your Forms

We convert your paper forms (intake packets, arbitration agreements, disclosures, consents) into digital versions — or you can choose from our ready-made templates.

2

Send Forms to Patients or Clients

Send secure links via text, email, or QR code. No logins. No friction. Forms are branded with your organization’s name and logo.

3

Users Fill Out Forms Anywhere

Clients and patients fill out forms on their own time and device. They can start now and finish later. All data is protected with end-to-end encryption.

4

Track Progress and Export Data

Our dashboard shows you who has completed their forms and sends automated reminders to those who haven’t. You can easily export data into your system of record.

Ditch Paper Forms Forever

Paper forms are:

  • Time-consuming to scan and upload.
  • Prone to human error.
  • A leading cause of insurance claim denials.
  • A terrible first impression for new patients and clients

e-Intake is:

  • Fast 🕒
  • Smart 🤖
  • Secure 🔒
  • Convenient 📲

Convert Phone Leads into Appointments Instantly

When your front desk or intake team receives a call, they can send the registration link right away. Potential clients or patients fill out the form immediately and get scheduled — on the spot.

Start Today

Make your waiting room smarter. Make your team more efficient. Make your first impression bulletproof.

Ready to switch?

Ready to Go Digital?

Why wait! Let’s customize your onboarding experience.

📧 Contact Us | 📧 100% Free Demo Request | 🌐 www.e-intake.com

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