Patient Intake: AI tools for small practices
Digital forms, consents, eligibility checks and secure messaging before the first visit.
How to implement AI for patient intake →
IntakeQ
HIPAA intake forms, e-signatures, form reminders and document sharing. Upgrade to PracticeQ for scheduling and billing.
Price: $29.90/mo (10 submissions), $54.90/mo Forms Only, $84.90/mo Practice Management (vendor site)
BAA: Yes – HIPAA BAA included on plans (vendor site)
Jotform (HIPAA)
General form builder with HIPAA features on Gold and Enterprise plans.
Price: Gold reported $129/mo or $99/mo billed annually
BAA: Yes – on Gold or Enterprise after enabling HIPAA (vendor FAQ)
Phreesia
Patient intake platform with forms, consents and EHR write-back.
Price: Custom quote; vendor advertises free Intake access through May 31, 2027 (vendor site)
BAA: unverified
Klara
HIPAA-oriented two-way patient messaging and triage, with scheduling and reminders.
Price: Quote only
BAA: unverified
Spruce Health
HIPAA-grade phone, text, secure messaging and fax for small practices.
Price: $24/user/mo Basic, $49/user/mo Communicator; 14-day trial (vendor site)
BAA: unverified
Medman eligibility agent
AI agent that runs insurance eligibility checks before visits.
Price: $0.50/check pay-per-use (vendor site)
BAA: unverified
Availity Essentials
Multi-payer portal for eligibility and medical authorizations.
Price: Essentials free to providers; Essentials Pro quoted (third-party review)
BAA: unverified
Disclaimer: This site covers administrative and operational workflows only. It is not clinical, legal, or compliance advice. Pricing and BAA status come from vendor sites or third-party reviews as of the date shown and can change – confirm directly with each vendor and your compliance advisor before using any tool with protected health information.