Receive. Review. Accept.
Patient intake software for the desk that still hands out a clipboard
Clipboardo takes the patient and client intake you run on paper today and runs it digitally: the same questions, answered before the visit, checked as they arrive, and filed against the person.
Free for 14 days. No card needed.
- No account
- No card
- No sign-up
Clipboardo Pro is $54.90 per month for your whole practice, billed monthly.
- 1
- free tool on this site the answer is never behind a login
- 15
- providers' own published prices, compared in the Intake Software Price Board
- $55
- per month, whole team Free: $0
- Built for the small practice front desk taking on new patients, clients and matters
- Not for the person filling the form in, not for hospitals buying an EHR, and nothing here counts calories
The intake as a record, not a pile of paper
- Before the visit
- The form is answered at home, not in the waiting room The patient or client answers the same questions the clipboard asks, before they arrive. The front desk stops deciphering handwriting at nine in the morning, and the first appointment starts on time because the paperwork is already in.
- As it arrives
- Every intake lands as a record with a status Each submission files itself against the person it came from, marked received. The desk works one list: review it, chase what is missing, accept it. Nothing lives in a scanning tray and nothing gets re-keyed into a second system.
- After acceptance
- The paperwork renders itself from the record Accept an intake and its documents come out of it: the completed form, the registration summary, your name and logo on top. Print it, send it, export the lot. The record stays; the paper is just a view of it.
Tools
The tools, free and open
Free intake templates and checklists work their own figures on the page. Clipboardo Pro files every submitted intake as a record with a status, from received to accepted.
Free to use. No account, no card, no sign-up.
In figures
Intake Software Price Board
29USD
Median for per month, the middle half 16 to 83 USD
14 sources with a published figure, read 19 October 2026.
Do you need a whole practice management suite instead?
If you want scheduling, notes, billing and telehealth in one system, buy a practice management suite and take intake as one of its modules. Clipboardo is for the practice that wants intake fixed without replatforming everything else: it does intake, and only intake.
| Clipboardo | A practice management suite | |
|---|---|---|
| What it replaces | The clipboard and the re-keying: intake forms, their checking and their filing | The whole front and back office, intake as one module among many |
| Time to running | The free worksheets work today; Pro is one subscription and your form is live | A migration project: calendars, notes and billing move before intake improves |
| Price shape | One plan at one monthly price for the whole practice | Per practitioner per month, priced tier by tier |
| Who it fits | A small practice or firm whose intake still runs on paper or email | A practice ready to change every system at once |
For scale: IntakeQ, the intake specialist this category is priced against, lists Forms Only at $54.90 per month plus $20 per additional practitioner, and Practice Management at $84.90 per month plus $30 per additional practitioner (intakeq.com/pricing, read 4 September 2026). Each figure is licensed in research/data/claims.tsv.
Clipboardo Pro
$55
per month, whole team
The answer is yours. Keeping it is Clipboardo Pro.
The template is free. Pro is what happens after someone fills it in: the intake lands as a record with a status, nothing gets re-keyed, nothing sits in a scanning tray, and the day's new arrivals are one list the front desk can actually work.
- The completed intake form as a clean PDF
- No Clipboardo mark on your paperwork
- Save a half-done intake and finish it later
- Your practice name and logo on every form
- Send the form to a patient or client from the record
- Take the intake deposit by card
- Intake fees flow to your bookkeeping
Free for 14 days. No card needed.
Clipboardo Pro is $54.90 per month for your whole practice, billed monthly. Billed monthly. Cancel any time from your account page. Price and renewal terms are shown before checkout.