Getting Started with EasyDocForms

EasyDocForms helps clinics turn patient paperwork into digital workflows. A typical practice starts by setting up the clinic profile, accepting the Business Associate Agreement, creating or converting forms, sending patient links, and reviewing responses before the visit.

Who This Guide Is For

Use this page if you are setting up EasyDocForms for:

• Patient intake forms for a medical, chiropractic, med spa, wellness, rehabilitation, GLP-1, concierge, or specialty clinic.
• HIPAA-aware online forms that may collect Protected Health Information.
• Consent documents and e-signatures.
• PDF-to-webform conversion.
• Appointment-linked intake with native scheduling or Square Appointments.
• Lightweight charting, daily notes, and provider mobile workflows.

Account Setup Checklist

1. Create or log in to your EasyDocForms account at form.easydocforms.com.
2. Confirm the organization name and clinic details under Settings.
3. Accept the Business Associate Agreement when prompted.
4. Add the clinic address, phone, website, NPI, logo, and brand colors if you want them reflected in patient-facing forms and generated PDFs.
5. Choose which product workflows are enabled under Feature Access.
6. Create your first form manually or use PDF to Webform AI.
7. Generate a share link or connect a scheduling workflow.
8. Review submitted responses and export PDFs from the dashboard.

BAA Acceptance

Healthcare organizations that use EasyDocForms to create, receive, maintain, or transmit PHI should complete the BAA flow before using the app for live patient data.

In the app, users may be routed to BAA Agreement before accessing the main workspace. This creates a clear setup step before PHI-heavy workflows begin. For more detail, see HIPAA Compliance and BAA.

Feature Access

EasyDocForms can expose different modules depending on the organization:

Feature	What it enables
Patient Profiles	Searchable patient registry, patient demographics, response linking, and patient profile pages.
Clinical Documentation	Note profiles, daily notes, patient-linked clinical documentation, and provider documentation workflows.
Scheduling	Public booking links, office slug, availability, visit types, appointment management, and appointment-linked intake.

If a workflow is missing from the sidebar, check Feature Access or ask an administrator to confirm permissions.

Plans

Current public pricing starts at:

Plan	Starting price	Main use case
Forms	$29/month	Practices that mainly need digital forms, consents, response PDFs, and patient intake workflows.
All-In	$59/month	Practices that also need scheduling, service-linked automation, patient profiles, clinical documentation, and provider app workflows.

Pricing and feature access can change through written agreements, promotions, or custom onboarding arrangements. The pricing page is the best public reference for current plan details.

Main Workflows

Build Forms

You can create forms from scratch, convert a PDF, clone a shared template, or combine existing forms into a packet. Start with Create and Manage Forms.

Send Forms

The live patient delivery method is a secure share link. Share links can expire, limit the number of responses, and optionally require a password. Email, SMS, and QR-code delivery are planned workflow areas, but SMS delivery should be treated as coming soon unless your account has a custom enabled workflow.

Review Responses

Submitted responses appear in the dashboard and response views. Staff can review answers, export the response PDF, generate physician summary PDFs when configured, and link the response to a patient profile.

Use Scheduling

With scheduling enabled, you can configure visit types, availability, a public booking slug, and required forms for each service. A patient can book online and then complete the required intake before the visit.

Document Visits

With clinical documentation enabled, providers can use note profiles and daily notes. The provider app also supports medical AI speech-to-text using a custom medical model so clinicians can dictate note content and review it before saving.

What To Configure First

For a fast launch, configure in this order:

1. Clinic Settings - practice identity, contact information, logo, and colors.
2. BAA - complete the Business Associate Agreement workflow.
3. Forms - create or convert the forms patients must complete.
4. Share Links - create the links used for intake.
5. Responses - verify PDFs and review workflow.
6. Scheduling or Square - attach the right forms to visit types or Square services.
7. Team Access - add users and assign only the access they need.
8. Data Exports - understand how records can be exported before major migrations or cancellation.

Support

For setup help, contact [email protected] or use easydocforms.com/support/.