Collab‑Intakes
Secure Spot

Intake that patients actually finish. Telehealth‑optimized. Actionable by design.

Priced at $500/year per clinician. Built in top academic and national telehealth environments. Consistently achieves >90% pre‑visit completion and converts forms directly into clinician‑familiar notes (H&P / SOAP) you can use immediately.

>90% completion Telehealth optimized Intakes → H&P Note

What is Collab‑Intakes?

A forms and intake platform built for clinicians that gives each clinician a unique, branded patient‑facing page, lets staff send secure links, and turns completed forms into clinically familiar notes (H&P / SOAP). Easy to manage intakes for upcoming appointments and recently submitted intakes with quick search by name, email, or DOB.

  • Email & link‑based invites
  • PDF export + raw intake view
  • AI‑assisted note generation
  • Templates for new & follow‑up HRT visits
  • Form builder with logic (coming soon)
  • Shareable community templates(coming soon)
>90%
Pre‑visit completion rate
Telehealth
Optimized flows for virtual care
Forms → Notes
Auto‑generated H&P / SOAP

Startup Practice ROI Estimator

Estimates; adjust to your context.
Results (weekly)
Completed intakes (baseline)
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Completed intakes (with Collab)
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Time saved
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Value of time saved
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Assumes Collab‑Intakes completion of 90%. Adjust inputs as needed.

Quick Answers

What does the $500/year include? ⌄

Clinician license with staff users, unique intake URL, invite flows, lightweight patient CRM, templates, PDF export, and note generation pipeline. Logic based form builder is coming soon.

Does it work for in‑person and virtual? ⌄

Yes. It’s optimized for telehealth but works equally well for in‑person clinics needing high pre‑visit completion and structured notes.

Can I customize the forms? ⌄

You can use built‑in new/follow‑up templates at launch (estimated Fall 2025) A drag‑and‑drop, logic‑based builder and community sharing are on the roadmap.