Your paperwork, handled before you ever sit in the waiting room.

An AI agent calls you, builds your medical profile, and fills out every intake form you'll ever need — no typing, no clipboard.

Early accessWe're onboarding our first families now
Atlanta, GAWhere we're starting
Free to startOne profile, no card required
Early access

Get in line for the first calls.

The plan is simple: an AI agent walks you through everything by phone — no typing, no forms — and you see your completed profile before you ever pay anything.

We're not open to the public yet. Tell us how to reach you and we'll get in touch when we start booking calls.

How it works

Fill it out once. Never again.

Most clinics ask for the same information in a slightly different order. We keep one accurate profile and map it to whatever form is in front of you.

Step 1

The AI agent calls you

At the day and time you choose, an AI voice agent walks you through demographics, medications, allergies, family and medical history, insurance, and emergency contacts — at your pace, in plain conversation.

A woman sitting at her kitchen table taking a call on speakerphone, a notepad and pen beside her.
The call
A laptop on a desk showing an IntakeFormHealth profile screen, with sections for personal information, documents and preferences each marked complete.
The profile
Step 2

Your profile gets built

Everything you said is organized into one accurate, always-current record. Upload the clinic's form, pick from our library of common ones, or just tell us where you're going — every field gets filled and checked for gaps.

Step 3

Sign and go

Print it, show it on your phone, or send it to the office ahead of time. When something changes — a new prescription, a new address — update it once and every future form is current.

A hand lifting a completed Medical Intake Form out of a green folder on a kitchen counter, next to a phone showing a checklist of finished sections.
Ready to sign
What's actually in your profile

Real detail, not vague "health info, organized"

Here's what we actually capture, because this is what clinics actually ask for.

01

Demographics & contacts

Legal name, DOB, address, preferred pharmacy, primary care provider, and emergency contacts with relationship and phone number.

02

Medications & allergies

Drug name, dose, frequency, and prescriber for every active medication — plus allergies with the specific reaction, not just the substance.

03

History & consents

Surgical history with approximate dates, family history by condition and relation, and the consent-to-treat and insurance-assignment language most intake forms require.

Not just for seniors

For anyone who's tired of the clipboard

If you've ever guessed at a dosage in a waiting room or forgotten the year of a surgery, this is for you.

Parents

Every form, once

Every pediatrician, dentist, camp, and school wants the same forms. Keep each child's profile ready.

Caregivers

Managed with permission

Manage a parent's or client's file with their permission, and hand it off cleanly when someone else takes over.

Chronic conditions

Accurate every time

Long medication lists and specialist histories are exactly what gets mis-typed on paper. Get them right every time.

See it in action

Watch a real call, start to finish

Here's what actually happens when you book: a conversation, not another form to type into.

A profile call, start to finish0:35 · What an incoming call from the AI agent looks like
The callTen minutes, at your pace
The profileOrganized and reviewed
The formReady to sign
Built to HIPAA standards

Your health information belongs to you. We just keep it safe.

We designed IntakeFormHealth around the HIPAA Privacy and Security Rules from day one, so that clinics, caregivers, and families can trust what we hand them.

Have questions about how we handle protected health information? Read our privacy practices or see where our HIPAA commitments actually stand.

Encrypted in transit and at restYour profile is protected with industry-standard encryption whether it's stored, being edited, or being shared.
You control every shareNothing leaves your profile without your explicit permission. Revoke a caregiver's or clinic's access anytime.
Full access logSee exactly who viewed or updated your information, and when.
BAAs for providersClinics and agencies that use IntakeFormHealth get a signed Business Associate Agreement, as HIPAA requires.
Never sold. Never used for ads.Your health data is not a product. We're paid by subscriptions, not by advertisers.
Pricing

Simple pricing

Start free with a single profile. Upgrade when you're managing more than one person or want us to handle the sending.

Personal

Free

One person, unlimited forms
Self-serve
  • One health profile
  • Fill any uploaded form
  • Print or show on your phone
  • Medication and allergy list
Start free
Care Teams

Custom

Home care agencies, senior communities, clinics
Talk to us
  • Unlimited client profiles
  • Signed Business Associate Agreement
  • Staff roles and permissions
  • Branded forms and direct-to-clinic delivery
  • Onboarding for your team
Talk to us

Already had your free call and built a profile? Choose a plan above and it's yours to keep and share.

Need something today?