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CarelinkMD
Digital patient intake · features

Built for every medical clinic

Not another generic form builder. Every feature is designed for the unique workflow of medical practices — from dermatology to cardiology to orthopedics.

01AI Digitization

Upload any paper form. We handle the rest.

Drop your existing PDF intake forms into the dashboard. Our AI reads every field — text, checkboxes, signatures, dropdowns — and a trained reviewer perfects them in minutes.

  • Signature fields auto-detected
  • Checkboxes, dropdowns, and text fields
  • Multi-page forms fully supported
  • Consent sections preserved exactly
How quickly digital intake goes live →

Patient_Intake_Form.pdf

12 pages · 47 fields detected

Ready
Full Nametext
Date of Birthdate
Insurance IDtext
Signaturesignature
AI Extracted · 98% accuracy
02Branded Portal

Your brand. Your portal. Their convenience.

Patients visit your clinic's branded URL on any device. They see your logo, your colors, your welcome message. It feels like your own app — because it is.

  • Custom URL (yourname.carelinkmd.com)
  • Your logo and brand colors
  • Patient category routing (New, Follow-up, etc.)
  • Email, SMS, or OAuth login
How patients access the intake link →
Your Clinic Name

Welcome! Select your visit type:

New Patient
Follow-Up Visit
Annual Wellness
03Filled PDF

The same form you know — now filled in.

When a patient submits, we overlay their answers onto the original PDF at the exact pixel positions. Your coordinators download the same form they've always used.

  • Answers placed at exact field positions
  • Signature images embedded inline
  • Audit trail on every submission
  • IP address + timestamp captured
How completed intake flows into your EHR →
Completed FormReady to download
Full NameSarah M. Johnson
Preferred LanguageEnglish
InsuranceBCBS - PPO
SignatureSarah Johnson
SHA-256 verified · 192.168.1.42 · Apr 11, 2026
04HIPAA

Compliant from the moment you sign up.

We sign a Business Associate Agreement at registration. Your annotators never touch patient data — they work on blank templates only. Every action is logged.

  • BAA signed digitally during registration
  • Annotators see templates only — zero PHI
  • Form locking prevents edits after submission
  • Field-level edit audit trail
See our HIPAA-aligned security posture →

HIPAA Compliance

All checks passed

BAA Agreement Signed
Data Encrypted (AES-256)
Annotator PHI Isolation
Audit Trail Active
05Multi-Location

One dashboard. Every location.

Manage multiple clinic locations from a single dashboard. Staff can work across sites. Submissions are automatically filtered by location.

  • Up to 3 locations on Professional · unlimited on Enterprise
  • Staff overlap across sites
  • Location-filtered submission queue
  • Per-location performance analytics
See multi-location pricing →

Your Locations

Main Office — Downtown

12 staff

Active

East Side Clinic

6 staff

Active

Westshore (Opening Soon)

0 staff

06Analytics

Data that drives decisions.

Understand your practice with real numbers. Submission trends, form completion times, coordinator performance, and patient demographics.

  • Submission volume trends over time
  • Average form completion times
  • Coordinator performance metrics
  • Patient demographic breakdown
What a typical rollout looks like →

This Month

Submissions

342+18%

Avg. Time

4.2m-12%

Completion

94%+3%

New Patients

89+24%

Jan — Dec

Ready to transform your intake?

Start your 14-day free trial. Upload your first form and see the magic.

14-day free trial · Cancel anytime