Collab-IntakesPatient intakes that write the first draft for you.
Collab-Intakes turns patient responses into structured H&Ps and notes—before the appointment. Optimized end-to-end for telehealth workflows, it ships with the highly respected Collaborative intakes—refined for menopause, perimenopause, and HRT care—that drive industry-leading completion rates.
Lightweight CRM • AI notes • Custom forms
Everything you need for painless intakes
Unique intake pages
Each clinician gets a branded page and shareable link to collect information ahead of time.
AI-generated notes
Responses convert to H&Ps or SOAP-style drafts, ready for your review.
Appointment CRM
Track upcoming visits, filter by patient details, and download PDFs instantly.
Drag-and-drop forms (soon)
Build templates or share with the provider community—no code required.
Built on proven HRT & menopause intakes
These are the exact digital intakes relied on by the clinicians at The Collaborative for menopause and perimenopause hormone-replacement therapy. Use the same questions and AI note workflows to start seeing patients in your private telemedicine clinic instantly—no setup headaches or template building required.
Proven engagement
Clinicians using Collab-Intakes see 90%+ of patients complete forms before their appointment—saving precious minutes every visit.
Simple, transparent pricing
Per clinician • billed annually
- Unlimited intakes & patients
- AI-generated clinical notes
- Lightweight CRM & search
- Priority email support
Frequently asked questions
Do I need any extra software to use Collab-Intakes?
No. Everything runs in the browser. Share your intake link, review generated notes, and download PDFs—all without additional installs.
Is the data HIPAA compliant?
Absolutely. We sign BAAs, encrypt data in transit and at rest, and undergo periodic security reviews.
Can I customize the Collaborative intake templates?
Yes. Start with the proven HRT & menopause forms, then add, edit, or reorder questions to fit your workflow.
What happens when my trial ends?
Your account switches to view-only mode. Upgrade at any time to keep collecting responses and generating notes.