9 Best Form Builders for Healthcare Providers in 2026

Healthcare providers know the stakes are high when collecting patient information. A single misstep with protected health information can result in massive HIPAA fines, while a clunky intake process frustrates patients before they even step through your door. The right form builder needs to handle this delicate balance—keeping data locked down tight while creating an experience patients actually want to complete.

We evaluated dozens of healthcare form solutions based on HIPAA compliance features, ease of use, integration capabilities with EHR systems, and overall value for medical practices. Here are the top form builders for healthcare providers in 2026.

1. Orbit AI

Best for: Growth-focused healthcare practices wanting AI-powered patient qualification and modern intake experiences

Orbit AI brings artificial intelligence to healthcare intake, automatically qualifying leads while delivering conversion-optimized patient forms.

Where This Tool Shines

Orbit AI stands out by applying AI-powered lead qualification to healthcare intake. The platform automatically scores and routes patients based on their responses, helping practices prioritize high-value appointments and identify patients who need immediate attention.

The modern, conversion-optimized design approach means higher completion rates—critical when every incomplete form represents a lost patient opportunity. The platform focuses on creating beautiful, intuitive experiences that patients actually want to fill out.

Key Features

AI-Powered Lead Qualification: Automatically scores and prioritizes patient inquiries based on custom criteria you define.

Conversion-Optimized Design: Modern form templates built specifically to maximize completion rates and reduce patient drop-off.

Workflow Automation: Route patients to the right department, trigger follow-up sequences, and automate administrative tasks.

Analytics and Insights: Track form performance, completion rates, and patient journey metrics in real-time.

Integration Ecosystem: Connect with your existing practice management tools and EHR systems.

Best For

High-growth medical practices, multi-location clinics, and healthcare organizations that want to apply modern growth strategies to patient acquisition. Particularly valuable for practices with high patient inquiry volumes who need intelligent routing and prioritization.

Pricing

Contact Orbit AI for healthcare-specific pricing tailored to your practice size and compliance requirements.

2. JotForm

Best for: Practices needing extensive healthcare templates and straightforward HIPAA compliance with a signed BAA

JotForm offers one of the largest healthcare template libraries available, with over 600 medical-specific forms ready to customize.

Where This Tool Shines

JotForm's massive template collection means you can find a pre-built form for nearly any healthcare scenario—patient intake, COVID screening, insurance verification, consent forms, and more. This saves significant setup time compared to building from scratch.

The platform's HIPAA-compliant plans include a signed Business Associate Agreement and encrypted data transmission, meeting the core security requirements healthcare providers need. The interface is straightforward enough that non-technical staff can create and modify forms without IT support.

Key Features

600+ Healthcare Templates: Pre-built forms for virtually every medical specialty and use case.

HIPAA Compliance with BAA: Signed Business Associate Agreement and encrypted data handling on HIPAA plans.

E-Signature Capabilities: Collect legally binding patient signatures directly within forms.

Payment Collection: Integrate with payment processors to collect copays and fees at intake.

Mobile App: Manage forms and view submissions from iOS or Android devices.

Best For

Small to medium-sized practices that want quick setup with minimal technical expertise. Ideal for clinics that value template variety and need HIPAA compliance without enterprise-level complexity.

Pricing

HIPAA-compliant plans start at $34/month, which includes the signed BAA and encrypted data storage required for protected health information.

3. Formstack

Best for: Enterprise healthcare organizations requiring advanced workflow automation and multiple compliance certifications

Formstack delivers enterprise-grade form capabilities with sophisticated automation workflows and comprehensive compliance features.

Where This Tool Shines

Formstack excels at complex, multi-step workflows that larger healthcare organizations require. The platform can automatically generate patient documents, route submissions through approval chains, and trigger actions across multiple systems—all while maintaining strict compliance standards.

Beyond HIPAA compliance, Formstack holds SOC 2 Type II certification, providing additional assurance for healthcare organizations with stringent security requirements. The document generation feature automatically creates customized forms, letters, and reports based on patient data.

Key Features

HIPAA and SOC 2 Compliance: Multiple security certifications with signed BAA and comprehensive audit trails.

Document Generation: Automatically create PDFs, letters, and reports from form submissions.

Advanced Workflow Automation: Build complex approval processes and multi-system integrations.

EHR Integrations: Connect with major electronic health record systems for seamless data flow.

Enterprise Security Controls: Advanced user permissions, single sign-on, and detailed access logging.

Best For

Large healthcare systems, hospital networks, and multi-location practices with complex operational workflows. Best suited for organizations with dedicated IT teams who can leverage the platform's advanced capabilities.

Pricing

HIPAA-compliant plans start at $83/month, with enterprise pricing available for larger organizations requiring additional features and support.

4. Typeform

Best for: Practices prioritizing patient experience and completion rates with conversational form design

Typeform takes a radically different approach to forms, presenting one question at a time in a conversational format.

Where This Tool Shines

Typeform's conversational interface significantly improves completion rates by reducing the overwhelming feeling patients get when faced with long, traditional forms. The one-question-at-a-time approach feels more like a guided conversation than a bureaucratic process.

The platform's design-forward templates create visually appealing experiences that reflect well on modern healthcare practices. Logic jumps allow you to show only relevant questions based on previous answers, keeping forms concise and personalized for each patient.

Key Features

Conversational Format: One-question-at-a-time presentation that improves completion rates and reduces patient anxiety.

HIPAA Compliance Available: Business plans include HIPAA compliance with signed BAA.

High Completion Rates: The conversational approach typically sees 20-40% higher completion compared to traditional forms.

Beautiful Design Templates: Modern, visually appealing forms that enhance your practice's brand perception.

Logic Jumps and Branching: Show personalized question paths based on patient responses.

Best For

Patient-focused practices that want to differentiate through exceptional intake experiences. Particularly effective for mental health providers, wellness clinics, and concierge medical practices where patient comfort is paramount.

Pricing

HIPAA compliance is available on the Business plan at $83/month, which includes the conversational features and logic capabilities.

5. Google Forms with HIPAA Workspace

Best for: Budget-conscious practices already using Google Workspace who need basic HIPAA-compliant forms

Google Forms becomes HIPAA-compliant when used within Google Workspace with a signed Business Associate Agreement.

Where This Tool Shines

Google Forms offers the most straightforward interface available—if you can use Google Docs, you can build forms. This simplicity makes it accessible to every staff member without training. For practices already using Google Workspace for email and documents, adding HIPAA-compliant forms requires no additional software.

The seamless integration with Google Sheets means form responses automatically populate spreadsheets for easy analysis and record-keeping. The familiarity of the Google ecosystem reduces the learning curve to nearly zero.

Key Features

Free with Workspace Subscription: No additional cost beyond your existing Google Workspace plan.

Google Ecosystem Integration: Automatic connection with Sheets, Drive, Calendar, and other Google tools.

Simple Interface: Intuitive form builder that requires no technical expertise.

Basic Conditional Logic: Show or hide questions based on previous answers.

Google Sheets Data Export: Responses automatically populate spreadsheets for analysis.

Best For

Small practices and solo practitioners who prioritize simplicity and cost-effectiveness over advanced features. Best for organizations already committed to the Google Workspace ecosystem.

Pricing

Requires Google Workspace at $12/user/month minimum. The Business Associate Agreement for HIPAA compliance is included with Workspace accounts.

6. Cognito Forms

Best for: Healthcare practices needing robust payment processing alongside HIPAA-compliant intake forms

Cognito Forms combines powerful form capabilities with integrated payment processing, ideal for handling copays and fees.

Where This Tool Shines

Cognito Forms excels at complex forms requiring calculations, repeating sections, and payment collection. The built-in payment processing means you can collect copays, deposits, or fees directly within patient intake forms—no separate payment system required.

The advanced conditional logic and calculation fields handle sophisticated scenarios like insurance verification, sliding scale fees, and multi-service billing. Repeating sections allow patients to add multiple family members or insurance policies within a single form.

Key Features

HIPAA Compliance with BAA: Signed Business Associate Agreement and encrypted data handling on Team plans.

Payment Processing Built-In: Accept credit cards and payments directly within forms using Stripe or Square.

Advanced Conditional Logic: Complex show/hide rules and branching based on multiple conditions.

Repeating Sections: Allow patients to add multiple entries for family members, medications, or insurance policies.

Calculation Fields: Automatically calculate totals, copays, or sliding scale fees based on patient information.

Best For

Practices that need to collect payments during intake or handle complex billing scenarios. Particularly valuable for multi-service clinics, physical therapy practices, and wellness centers with variable pricing.

Pricing

HIPAA compliance is available on the Team plan at $24/month, making it one of the more affordable HIPAA-compliant options.

7. IntakeQ

Best for: Mental health providers, therapists, and medical practices wanting purpose-built healthcare intake software

IntakeQ was designed specifically for healthcare intake, not adapted from a general form builder.

Where This Tool Shines

IntakeQ understands healthcare workflows because it was built exclusively for medical and mental health practices. The platform includes features like appointment scheduling integration, secure patient portals, and insurance verification—capabilities that general form builders lack.

The telehealth integration is particularly valuable for therapy and mental health practices, allowing seamless transitions from intake to virtual appointments. The secure patient portal gives clients a professional space to complete forms, view documents, and communicate with providers.

Key Features

Built for Healthcare: Purpose-designed for medical and mental health practices, not a general form tool.

Appointment Scheduling Integration: Connect intake forms directly with your scheduling system.

Secure Patient Portal: Branded portal where patients access forms, documents, and appointment information.

Insurance Verification: Verify patient insurance eligibility directly within the platform.

Telehealth Integration: Seamless connection between intake and virtual appointment platforms.

Best For

Mental health professionals, therapists, counselors, and small to medium-sized medical practices that want specialized healthcare intake capabilities rather than adapting a general form builder.

Pricing

Starts at $49.90/month for solo practitioners, with higher tiers available for group practices and larger organizations.

8. FormAssembly

Best for: Healthcare organizations using Salesforce Health Cloud requiring native CRM integration

FormAssembly provides deep Salesforce integration, making it the natural choice for healthcare organizations invested in the Salesforce ecosystem.

Where This Tool Shines

FormAssembly's native Salesforce integration means form data flows directly into Salesforce Health Cloud without middleware or manual data entry. The platform can prefill forms with existing Salesforce data, reducing patient burden and ensuring data consistency.

The enterprise security controls and compliance certifications make FormAssembly suitable for large healthcare systems with strict governance requirements. Advanced workflow automation can trigger Salesforce processes, update records, and route submissions based on complex business rules.

Key Features

Native Salesforce Integration: Direct connection with Salesforce Health Cloud for seamless data flow.

HIPAA and SOC 2 Compliance: Comprehensive compliance certifications with signed BAA.

Prefill from Salesforce Records: Auto-populate forms with existing patient data from Salesforce.

Advanced Security Controls: Enterprise-grade encryption, access controls, and audit logging.

Workflow Automation: Trigger Salesforce processes and updates based on form submissions.

Best For

Large healthcare organizations, hospital systems, and health plans using Salesforce Health Cloud as their primary CRM. Best suited for enterprises with dedicated Salesforce administrators who can leverage the deep integration capabilities.

Pricing

HIPAA compliance is available on the Compliance Cloud tier starting at $99/month, with enterprise pricing for larger implementations.

9. SimplePractice

Best for: Solo practitioners and small therapy practices needing all-in-one practice management with built-in intake forms

SimplePractice provides complete practice management software with intake forms as one component of a comprehensive system.

Where This Tool Shines

SimplePractice eliminates the need to cobble together separate tools for scheduling, intake, billing, and telehealth. Everything works together seamlessly because it's built as a unified platform. The client portal provides a professional experience where patients can complete intake forms, schedule appointments, and pay bills in one place.

The insurance billing capabilities are particularly valuable for therapists who accept insurance, handling claim submission and tracking within the same platform that manages intake. The telehealth functionality is included, not an add-on, making it easy to offer virtual appointments.

Key Features

Complete Practice Management Suite: Scheduling, billing, notes, and intake in one integrated platform.

Built-In Intake Forms: Customizable intake forms that integrate with client records and appointments.

Client Portal: Professional portal where clients complete forms, schedule, and make payments.

Telehealth Included: Video conferencing built into the platform at no additional cost.

Insurance Billing: Submit and track insurance claims directly from the platform.

Best For

Solo therapists, counselors, and small mental health practices that want to simplify their technology stack with one comprehensive solution. Particularly valuable for insurance-accepting therapists who need integrated billing.

Pricing

Starts at $29/month for the Essential plan, with higher tiers available that include additional features like credit card processing and advanced telehealth capabilities.

Making the Right Choice for Your Practice

The best form builder for your healthcare practice depends on your specific needs and existing technology ecosystem. Orbit AI stands out for growth-focused practices that want AI-powered patient qualification and modern intake experiences that maximize conversion. JotForm offers the most extensive template library if you want quick setup with minimal customization. IntakeQ provides purpose-built healthcare features for mental health specialists and therapy practices.

Solo practitioners and small practices often find SimplePractice's all-in-one approach simplifies their entire workflow, while organizations already using Salesforce Health Cloud will benefit from FormAssembly's native integration. Budget-conscious practices using Google Workspace can leverage Google Forms for basic HIPAA-compliant intake.

Consider your practice size, technical expertise, integration requirements with existing systems, and budget when making your decision. Most platforms offer free trials—test a few options with your actual intake forms to see which interface your staff finds most intuitive and which patient experience generates the highest completion rates.

Transform your lead generation with AI-powered forms that qualify prospects automatically while delivering the modern, conversion-optimized experience your high-growth team needs. Start building free forms today and see how intelligent form design can elevate your conversion strategy.