Integrations

Collect complex patient intake in English and Spanish, keep your original PDF packet, and connect it to your practice workflow. Many EMR integration options are available; your team can also collect completed PDFs without an EMR.

Open Dental

Included with Pro

Bring dental intake, consent, signatures, and completed forms into your Open Dental workflow. Pro is $79/month for two doctors and unlimited staff.

Each additional full-time provider is $20/month. We review your practice setup during onboarding.

See plan details →

Many EMR integrations available

Explore options for eClinicalWorks (eCW), ModMed, athenahealth, NextGen Office, Dentrix, Eaglesoft, and Denticon.

Using Kipu or another system? Tell us about your workflow so we can confirm availability and the supported data flow for your setup.

Pro + EMR is $129/month for two doctors, unlimited staff, and one supported EMR integration. Each additional full-time provider is $20/month.

Discuss your EMR →

No EMR required

Your practice can collect and download completed PDFs, including patient answers and signatures. With Pro, responses return to your original PDF layout for the records workflow your team already uses.

See the original PDF workflow →
Live

Square Appointments

Scheduling → Service Mapping → Intake

Patients book through Square and automatically receive the right intake flow for that service. Completed responses are attached to the appointment before they walk in.

  • Auto-send intake forms when a patient books
  • Forms mapped to Square services or visit types
  • Appointment-linked intake ready before the visit
  • Confirm service mapping and test the patient workflow during setup
Learn more about the Square integration

Watch the Square intake demo

See how a Botox consent form is mapped to a Square Appointments service.

Watch this demo on YouTube

Live

Helcim

Payments → Scheduling → Intake

Connect a Helcim merchant account so appointment-linked payment workflows can use Helcim as an alternative payment processor where configured.

  • Use Helcim for patient payment collection in supported workflows
  • Connect payment status to scheduling and intake activity
  • Support prepaid service and appointment-related payment flows
  • Keep Stripe available for subscription billing and other configured payment paths
Visit Helcim

Keragon

HIPAA-compliant, no-code healthcare automation. Connect EasyDocForms to your EMR, communication tools, billing systems, and more so intake, scheduling, and downstream actions stay in sync.

Athenahealth DrChrono CureMD OpenEMR Charm Health Cliniko Photon Health Calendly BambooHR Constant Contact

+ 300 more connectors available

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Need a different integration?

We're building new connections all the time. Let us know what tools your practice runs on.

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