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Last updated on Jun 26, 2026
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Streamline the creation of patient intake forms, consent documents, and medical history questionnaires with AI. Use AI-powered OCR to digitize and restore scanned medical records, making them editable and easy to store.
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It meets my needs very well. If I could get my own fax number for less than $10/month I would add that. As it is now, I have a fax separate from this but only pay $8/month so will keep and use separately. Disappointed it was so much for the add on. Also, for the edit option. Many things to do but all as add ons. For now, I like what I can do, though.
So convenient and easy I absolutely love how easy it is to pull a document and fill in information or sign and send back out. This is super simple for the constant paperwork I must complete. It is difficult sometimes to get the size and format of wording to fit correctly.
I'm just learning how to use this really big program. It's been slow-going but I'm excited about all the ways this program will help my business and my clients.
What do you like best? That I can mark up any pdf or create 1 new document from several. Also digital signatures, I work remotely and need this! Being remote, I need to be able to create or sign a form from anywhere and I can easily with pdf filler. I love the share feature as well, I can work on my end and my co-workers will have it almost instantly without having to print, scan and email. I work remotely, almost all from my laptop with no printer. This allows me to work from my phone or tablet seamlessly as well. What do you dislike? Not much, no complaints yet. Maybe the layout? Like where everything is, I click on the documents and then you have to specify where something is. Maybe a more organized folder system? When I share them, they should all be in the share folder, but for some reason, they're not always there. I am a very organized person and like everything in its own folder or file. I'd like a way to save everything to its own file and be able to find them quickly and easily. Recommendations to others considering the product: This is a great program, especially if you work remotely, highly recommend it! What problems are you solving with the product? What benefits have you realized? 1099 tax reports, our software only supports e-file and we are so small that we don't have that. I also love the share part, I'm able to work on my end, share it with my co-workers and they can have it almost instantly without printing and scanning, etc. I also love that I can take a few different documents and combine them to one, that is a great feature!
I made the mistake of subscribing to a year subscription with annual price due at sign on. I only wanted to test the site and see if it was right for me. I noticed within a few hours what I had done when I checked my banking account. I got online with their live chat support. I talked to someone named *** and within 5 minutes, *** had fixed my account to only a month subscription, refunded me all my money minus the monthly subscription. My mistake, *** fixed immediately and was so nice and helpful. ***** customer support!
I tested the free trial and it's easy… I tested the free trial and it's easy to use. Will definitely subscribe when I need to. Customer service is great. Very quick response.
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There are limitations when it comes to branding. You basically have to pay their developers so that they build custom docs for you, and even then, it was a little bit hit or miss.
