Pricing for digital patient intake
Simple, transparent pricing
14-day free trial on all plans. Cancel anytime.
New to this category? See our digital patient intake FAQ or review our security posture.
Starter
Perfect for single-location clinics getting started with digital intake.
$249/mo billed annually
Save $600/year
- Up to 10 intake forms
- 5 staff members
- 1 location
- Branded patient portal
- Filled PDF download
- Email + SMS auth
- HIPAA-aligned (BAA included at signup)
Professional
For growing practices with multiple locations and larger teams.
$599/mo billed annually
Save $1,200/year
- Up to 50 intake forms
- 20 staff members
- Up to 3 locations
- Everything in Starter, plus:
- Multi-location management
- Staff overlap across sites
- Priority support
Enterprise
For large clinic networks needing custom SLAs and dedicated infrastructure.
Annual contract
Volume discounts
- Unlimited forms
- Unlimited staff
- Unlimited locations
- Everything in Professional, plus:
- Custom SLA agreement
- Dedicated infrastructure
- Data residency options
- Account manager
Add-ons
Analytics Dashboard
$99/mo
Submission trends, coordinator performance, patient demographics.
Additional Forms
From $149
Add more forms beyond your plan limit. Permanent — survives plan changes.
Fast-Track Digitization
From $999
Premium add-on: our expert team digitizes all your forms in under 48 hours. One-time fee. Available on any plan.
Pricing questions
The questions that usually surface before the first invoice.
Is there a discount for annual billing?
Yes. Annual billing is $249/mo for Starter and $599/mo for Professional — roughly 15% off. Enterprise is custom. You can switch from monthly to annual anytime from the billing dashboard.
What happens if we exceed our form limit?
Nothing breaks. Existing forms keep working. You're prompted to either upgrade to Professional (50 forms) or purchase the “Additional Forms” add-on ($149 one-time per form, permanent — survives plan changes). No surprise overage charges.
Can we pay by ACH, check, or invoice?
Self-serve plans (Starter, Professional) are credit-card-only through Stripe. Enterprise plans accept ACH, wire, and invoice-based billing with Net-30 or Net-60 terms. If you need invoice billing on a non-Enterprise plan, contact sales and we'll discuss.
Is pricing per-provider or per-location?
Per-location and per-staff-seat, not per-provider. Starter is 1 location / 5 staff. Professional is up to 3 locations / 20 staff. Enterprise is unlimited. This matters for multi-provider clinics: you don't pay more because you have 7 doctors versus 2, only if your staff count crosses the seat limit or you expand to additional physical locations.
What's your cancellation and refund policy?
Monthly plans cancel anytime from the billing dashboard — no penalty, no phone call. You keep access through the end of the paid period. Annual plans prorate refunds per our Terms of Service. 14-day free trial is no-obligation; if you cancel before the trial ends, no charge.
What does CarelinkMD cost?
Starter $299/mo (1 location, up to 10 forms, 5 staff). Professional $699/mo (up to 3 locations, up to 50 forms, 20 staff). Enterprise is custom. 14-day free trial on self-serve plans. Full detail on Pricing →