Finally, a place to settle.
Essentials or Plus — intake, scheduling, communication, payments, and more in one platform, not five vendors. HIPAA compliant with a BAA on every plan. 14-day trial, no credit card.
Compare plans here. Choose monthly or annual billing when you subscribe in Stripe Checkout.
Essentials
Patient intake, online scheduling, reminders, payments, Formisoft Telehealth, and review automation in one HIPAA-compliant platform.
1 seat included · $19.99/mo per additional user. 14-day trial.
Get startedMore questions? Book a demo
- Digital patient intake & HIPAA forms
- Online scheduling & patient booking
- SMS & email appointment reminders
- Online payments & copay collection
- E-signatures & consent forms
- 200+ medical form templates
- Formisoft Telehealth video visits
- Automated Google review requests
- Workflow automations
- AI form builder & PDF upload
Plus
Everything in Essentials, plus Voice AI Receptionist.
1 seat included · $19.99/mo per additional user
Get startedMore questions? Book a demo
- Everything in Essentials
- Voice AI Receptionist
- AI-powered call handling
- Auto appointment confirmations
Enterprise
Custom EHR integrations, SSO, dedicated support, and SLAs for larger organizations.
Everything your practice needs. Nothing it doesn't.
Essentials and Plus include every core feature, intake, scheduling, reminders, payments, and Formisoft Telehealth. Plus adds Voice AI Receptionist.
Scheduling & Booking
Patient Intake & Forms
Payments
- Online payments
- Pre-visit copay collection
Reviews & Reputation
- Automated review requests
- Google review routing
- Private feedback capture
Automations
- Workflow automations
- SMS & email notifications
- Intake magic links
- Webhooks, API, Zapier & Keragon
Patient Records
- Patient records from intake
- Document storage & sharing
- CSV import/export
- Custom chart fields
Branding & Delivery
- Custom branding & white-label
- QR codes & embeddable forms
- Office-only fields
- Form analytics
Security & Team
- HIPAA-ready encryption
- Audit logging
- Team roles & permissions
- Mobile-responsive
Trusted by clinics, therapists, dental offices, and healthcare providers nationwide.
Frequently asked questions
Every new account starts with a 14-day trial of Essentials. No credit card required. Build forms, set up scheduling, manage patients, and automate your workflows.
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.
Every plan includes 1 seat. Additional team members are $19.99/mo each, added automatically when you invite them.
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. You can upgrade or downgrade between Essentials and Plus at any time from your billing settings. Changes are prorated automatically.
An AI-powered phone agent that answers calls, confirms or reschedules appointments, takes messages, and sends intake forms. Included with Plus.
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.
Yes. Pay annually and get 2 months free — you are charged for 10 months of service per year. When you subscribe, Stripe Checkout lets you switch to annual billing with savings shown before you pay.
Ready to run your front office the modern way?
Join the healthcare practices that reduced no-shows, grew their Google reviews, and gave their teams hours back every week.
14-day trial · No credit card required
