Client Intake Forms

Setup Client Intake Forms At Ease

tally to power bi

Save time with Digital Client Intake Forms

  • Ready to use built-in reports
  • Easy to setup
  • Eliminate paperbased forms
  • Export to PDF
  • Digitally Sign Documents
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Why Us?

Katpro Technologies Inc, has been in business since 2011 and serving customers across the globe on Process Automation and Workflow Solutions such as SharePoint, Nintex since its inception. With over 200+ customers mostly enterprises being served over these years, we are proud to say that we have worked on a variety on industries from Manufacturing, Healthcare, Insurance, Electronics, Logistics and many more.   Our core values  
  1. 1. Long term solutions for productivity improvement
  2. 2. Process Improvement and Optimization using Digital Process Automation
  3. 3. Save businesses time and money improving processes
  Talk to us to know more about how we can help you in your digital transformation needs.

Frequently Asked Questions

How does this work?

We have a form builder that helps you to quickly create the intake forms and share the links to your clients to fill out. 1. These links can be emailed or sent as SMS 2. Once the clients fills out the forms, they can be exported as pdf files 3. Email and SMS reminders can also be sent until the forms are filled.

Which industries/ verticals can use this?

We have built a generic platform that can be used for any industry or vertical. However the following verticals make the best use of the software.
  1. Client Intake forms for Attorneys
  2. Patient Intake forms for Doctors
  3. Patient Intake forms for Dentists
  4. Patient Intake forms for Therapists
  5. Client Intake forms for Counsellors
  6. Client Intake forms for Massage
  7. COVID Self Assessment Forms

What is the typical setup time?

Once boarded we can help you setup and digitise the forms. Typically it takes about 2-3 days for setup upto 5 forms.

What is the model of engagement?

We have two models, 1. based on a pre-made ready to use reporting package for Tally 2. Custom reports development.

Do you have predefined reports?

Yes, we do have ready to use reports that come as part of the platform.

Where is your team based out of?

We are based in Tampa, FL and can help customers across the globe.

Testimonials

The customization was very easy and the team helped creating the reports very quickly. We were able to generate a lot of reports that were done manually before.

FaiyazFaiyazAccess Motors

Pricing

Base Package

$25.00

/month

Perfect For Small Businesses
  • Digitise upto 5 forms
  • SMS/ Email reminders
  • Client Dashboard
  • Digital Signatures
  • Export to PDFs
  • Mobile ready forms
  • Secure and HIPAA Compliant
  • Upload images and documents
  • Custom Branding

Base Package

$50.00

/month

Perfect For Mid Size Businesses
  • Unlimited Forms
  • SMS/ Email Reminders
  • Client Dashboard
  • Digital Signatures
  • Export to PDFs
  • Mobile ready forms
  • Secure and HIPAA Compliant
  • Upload images and documents
  • Custom Branding

Base Package

$100.00

/month

Perfect For Large Businesses
  • Unlimited Forms
  • Custom Branding
  • Multiple locations
  • SMS/ Email Reminders
  • Client Dashboard
  • Digital Signatures
  • Export to PDFs
  • Mobile ready forms
  • API Integration with other systems
  • Secure and HIPAA Compliant
  • Upload images and documents

Templates We Support

Attorneys
  • General Intake Form
  • Medicaid Intake Form
  • Estate planning form
  • Guardianship form
  • Inheritance form
  • MDPOA form
  • FDPOA Form
  • Probate Intake form
  • Potential Client Intake form
Medical
  • Patient Consent form
  • COVID Self Assessment form
  • Tele health consent form
  • Medical Release form
  • Patient Satisfaction Survey form
Medical
  • Chiropractic Intake Form
  • Dental Intake Form
  • Optometry Intake Form
  • Physical Therapy Intake Form
  • Psychiatric Intake Form
  • Orthodontic Intake Form

Contact Us

Save time and Avoid Scheduling Errors

Using our software you can not only prevent absent patients, but also can improve efficiency and productivity.   Please contact us for more details.

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