Patient intake software for medical practices
Intake paperwork, done before the patient arrives.
New patients fill in your digital intake forms, sign them and upload their ID and insurance card on their phone before the visit. Your front desk sees what has arrived and requests anything missing with one click.
$250 per provider/month or $450 per facility/month
- Free 15-minute demo, no commitment
- Forms, e-signatures, IDs and insurance cards
- No long-term contract, cancel anytime
Practices using BestDoc
From solo offices to a multi-specialty clinic in Brooklyn seeing 3,500+ patients a week.
Paperwork that is finished before check-in.
How digital patient intake works for your patients and your front desk.
Forms go out with the booking
When a patient books, BestDoc sends your intake forms with a secure link.
Patients finish them on their phone
Required fields, an e-signature, and photos of their ID and insurance card.
Your team checks what arrived
Completed forms are saved to the patient’s record as PDFs, ready before the visit.
What patients can complete online
- Patient information and medical history
- Consent and policy forms with e-signature
- Photo ID
- Insurance card, front and back
- Referral letters and other documents
- Card authorization for future payments
See what is still missing
Each patient’s record shows which forms and documents have arrived. Request anything missing with one click, or copy the link and send it yourself.
- Request a form, ID or insurance card again
- Copy the link to share by phone or message
- Download completed forms as PDF
The rest of your front office, in the same subscription.
Booking, intake, payments and reviews work together in one system, at one monthly price.
Online booking
Patients book open times from your website, your BestDoc profile or Google.
Learn morePatient payments
Send a payment link by text or email and see what is paid, pending or refunded.
Learn moreReview management
Request feedback after visits and answer Google reviews from one inbox.
Learn moreEverything else
Reminders, waitlist, calendar and team tools, and your profile on bestdoc.com.
See all features
One flat monthly price. No per-booking fees.
Per-booking marketplaces charge $35 to $110+ for every new patient. On BestDoc, a hundred bookings cost the same as ten.
$250/ provider / month
or $450 / facility / month
- Unlimited bookings
- No long-term contract, cancel anytime
- Save 20% with annual billing
Included at either price
- Online booking
- Text and email reminders
- Digital intake forms
- Online payments
- Waitlist
- Review requests
- Calendar and team tools
- Your profile on bestdoc.com
Not sure which price applies to you? Tell us how many providers and locations you have and we will confirm it in the demo. Card processing fees for online payments are separate from the subscription. The marketplace comparison is based on publicly available information; BestDoc is not affiliated with those marketplaces.
Questions before a demo?
Can patients fill in forms on their phone?
Yes. Forms open in the phone’s browser from the link we send them. There is no app to install.
Can new patients register online before the first visit?
Yes. Registration is part of intake: new patients enter their details, fill in your forms, sign them and upload their ID and insurance card before they arrive.
Can patients upload their ID and insurance card?
Yes, front and back. They can also upload referral letters and other documents your practice asks for.
Are e-signatures supported?
Yes. Consent and authorization forms are signed on the phone, and the signed form is saved with the patient’s record.
How do we know what is still missing?
The patient’s documents panel shows which forms and documents have arrived. Request anything missing with one click, or copy the link and send it yourself.
Does BestDoc verify insurance coverage?
No. BestDoc collects the insurance card so your team can check coverage before the visit.
Do I need to replace my current EHR?
You do not have to. Practices use BestDoc for the front office: booking, reminders, intake, payments and team tasks. Tell us which EHR you use and we will show you in the demo how the two would work side by side.
Book your 15-minute demo.
Leave your details and we will reply within one business day to set a time.
- The intake form your patients fill in and the staff view of their documents
- Your price for your number of providers and locations
- No slides and no commitment