Zentake
Paid
Regulatory Status Disclosed
Overview
Zentake is a digital patient intake and document management platform designed to streamline administrative workflows for healthcare practices. The tool replaces paper-based processes with customizable, mobile-friendly forms, electronic signature capture, and automated data collection.
The platform is built for a wide range of medical specialties and care settings, including primary care, pediatrics, mental health, physical therapy, dermatology, urgent care, dental, and medical spas. It fits into clinical workflows by allowing patients to complete intake forms, consent agreements, and health questionnaires either remotely on their own devices prior to an appointment or in-office via tablet-based workflows.
Notable capabilities of Zentake include:
- Custom Form Builder: A drag-and-drop builder with conditional logic to tailor questionnaires and specialty packets.
- Electronic Signatures: Secure digital signature capture for legally binding consents, waivers, and treatment agreements.
- Automated Calculations: Built-in scoring engines that automatically calculate totals and clinical metrics (such as ADHD or anxiety screening scores) upon form submission.
- EHR Integration: Capabilities to route completed intake data, PDFs, and CSV files directly into integrated Electronic Health Record (EHR) systems to minimize manual data entry.
Reviewed by Pouyan Golshani, MD — Interventional Radiologist
Key Features
- Customizable Forms
- Electronic Signatures
- HIPAA Compliant Data Collection
- Mobile Friendly
- In-Office Tablet Workflows
- Data Management (CSV/PDF export)
- Time-Saving Templates
- Custom Workflows
- Provider Only Forms
- Conditional Logic
Use Cases
- Streamlining patient onboarding and check-in
- Collecting patient demographics, health history, and insurance information
- Obtaining legally binding e-signatures for consents and waivers
- Automating administrative tasks and reducing paperwork
- Enhancing patient satisfaction and engagement
- Integrating patient data with EHR systems
What Physicians Need to Know
Key Capabilities
Zentake offers customizable, HIPAA-compliant digital intake forms, electronic signatures, and automated data entry. It includes features like photo uploading, drawing/diagrams, intake packets, a form builder with conditional logic, and office tablet forms. The platform also supports auto-calculations for clinical assessments (e.g., BMI, risk assessments, PHQ-9, GAD-7) and provides real-time analytics and secure data storage.
Clinical Utility
Zentake streamlines patient intake, reducing manual data entry errors and improving data accuracy. It enhances the patient experience by allowing them to complete forms conveniently on any device, leading to shorter wait times. The platform helps automate clinical assessments, manage consent, and can be used for various specialties including mental health, primary care, pediatrics, and urgent care.
Integration Options
Zentake integrates with Electronic Health Record (EHR) systems like Elation Health, Athena, and Chirotouch, allowing patient data to flow directly into patient records. It also supports integration with Google Drive and can connect to over 300 tools via Keragon for HIPAA-compliant automations.
Compliance Status
Zentake is HIPAA compliant, implementing safeguards required by law and undergoing third-party audits. It is also compliant with electronic signature laws such as the ESIGN Act of 2000 and the UETA of 1999. Data is protected with enterprise-grade encryption (TLS Version 1.2 for connections and AES-256 for stored data) and housed in AWS data centers that are ISO 27001, 27017, 27018, SOC 2, and HIPAA certified.
Pricing Model
Zentake offers an 'Essentials' plan priced at $49 per month and an 'Enterprise' plan with custom pricing. It is a month-to-month service with options to cancel, upgrade, or downgrade plans at any time. A free trial is available.
User Experience
Users generally praise Zentake for its user-friendly interface, ease of use, and customizable forms. Patients can complete forms on any device, including in-office tablets, for a seamless experience. Some users note a learning curve when initially building complex forms or managing printing layouts.
Support Quality
Zentake provides strong customer support through Zoom calls, email, live chat, form submission, and phone. Users frequently highlight the support team's responsiveness, helpfulness, and speed in resolving issues.
Implementation Complexity
Most practices can be fully operational with Zentake within 2-4 weeks, including form configuration, EHR integration, and staff training. A parallel-running period of 1-2 weeks (using both paper and digital forms) is recommended during the transition. The platform is designed for intuitive workflows and robust data management.
Physician Tip
Zentake can significantly reduce administrative burden and improve patient flow by digitizing intake. Leverage its customizable forms and conditional logic to tailor questionnaires to your specific specialty and patient needs. Utilize the auto-calculation features for standardized assessments to save time and reduce errors in clinical scoring. For telehealth, ensure you're using the mobile-friendly and e-signature capabilities to facilitate remote patient onboarding and consent. Don't hesitate to use their highly-rated customer support for form setup or integration assistance.
Zentake's ability to integrate with major EHR systems like Elation Health, Athena, and Chirotouch is a key advantage, enabling seamless data flow and reducing manual data entry. Consider exploring its integration with Keragon for broader automation possibilities across your healthcare tech stack. While direct integrations are beneficial, be mindful of potential duplicate accounts when integrating with certain EHRs, as noted by some users.
Details
| Category | Patient Intake & Forms |
| Pricing | Paid — Essentials plan: $49/month; Enterprise plan: Custom pricing. |
| Deployment | Cloud-based |
| Compliance | |
| BAA Available | Unknown AI-estimated |
| HIPAA Compliant | Unknown AI-estimated |
| FDA Status | Not applicable AI-estimated |
| Integrations | |
| EHR | Not specified |
| Specialties | Family Medicine, Internal Medicine, Pediatrics |
What the Web Says
Zentake is a HIPAA-compliant patient intake software designed to digitize forms, consents, and assessments for healthcare practices. It aims to streamline patient onboarding, reduce paperwork, and improve operational efficiency. Reviews consistently highlight its user-friendly interface, customizable forms, and exceptional customer support. The platform is praised for its ability to create aesthetically pleasing and tailored forms, integrate with EHR systems, and enhance the overall patient experience.
Overall: PositiveStrengths
- Exceptional and responsive customer service and onboarding process.
- User-friendly interface for both staff and patients, making it easy to create and complete forms.
- Highly customizable forms with features like conditional logic, required fields, and multi-page layouts.
- Seamless integration with existing EHR/EMR systems, reducing manual data entry and errors.
- Eliminates paper forms, saving money and contributing to a more sustainable practice.
- HIPAA compliant with secure data handling, electronic signatures, and credit card storage.
Limitations
- Integration with some EHRs (e.g., Elation) can sometimes lead to duplicate accounts.
- Some users desire additional features like automated reminder emails for clients.
- A learning curve can exist for staff when building or revising complex forms.
- Occasional functionality issues may require troubleshooting with an account manager.
- Sometimes it won't allow downloading a packet as one file, requiring individual form downloads.
- Pricing might not be ideal for very small teams, and some users wish for a per-clinic price instead of per-provider.
Based on reviews from: Capterra, Zentake.com, Software Advice, SelectHub, GetApp, FindEMR, Software Finder, RFP.wiki, Emitrr, G2
Last updated: 2026-09-11
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Press & Coverage
Zentake
What Is Digital Patient Intake? A 2026 Guide for Practices - Zentake
This guide from Zentake explains digital patient intake, its benefits for practices in 2026, and how it addresses patient expectations and reduces administrative burden. It highlights the shift from paper forms to secure electronic forms for collecting patient information.
2026-04
Zentake
5 Ways Digital Intake Forms Improve Patient Experience in Primary Care - Zentake
This article discusses five ways digital intake forms enhance the patient experience in primary care, including allowing patients to complete forms at their convenience and ensuring accuracy of information. It emphasizes the benefits of pre-populating forms for returning patients and maintaining HIPAA-compliant audit trails.
2026-07
Zentake
8 Tips to Create Effective Patient Intake Forms - Zentake
Zentake provides eight practical tips for creating effective patient intake forms that are short, use conditional logic, and are HIPAA compliant. The article stresses the importance of testing forms before launch to ensure clarity and ease of use.
2026-03
Zentake
About Zentake | Patient Intake Built for Healthcare
This page describes Zentake's mission to provide HIPAA-compliant patient intake solutions that streamline data collection for healthcare providers. It highlights the platform's features, such as digital forms, e-signatures, and EHR integration, designed to improve efficiency and patient experience.
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Transforming Health Care Through Chatbots for Medical History-Taking and Future Directions: Comprehensive Systematic Review
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2024-08
Videos
Product demos, reviews, and walkthroughs for Zentake.
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Zentake
Frequently Asked Questions
Zentake leverages AI to automate the collection and processing of patient information, including demographic data, medical history, and insurance details. This can significantly reduce administrative burden by automating form completion, data entry, and even pre-screening for certain conditions, allowing your staff to focus on direct patient care.
Zentake is designed with HIPAA compliance in mind, employing robust encryption, access controls, and secure data storage protocols. The AI's role in data processing adheres to these regulations by anonymizing or de-identifying sensitive information where appropriate and ensuring all data handling practices meet stringent privacy standards.
Zentake's AI is trained to identify inconsistencies and potential errors in patient-provided data, flagging them for review by your staff. While AI can improve efficiency, human oversight remains crucial to validate information and mitigate potential biases, ensuring data accuracy and patient safety.
While Zentake's AI excels at routine data collection, it may have limitations in handling highly complex or nuanced patient cases requiring extensive qualitative input. Manual intake processes are still recommended for patients with intricate medical histories, communication barriers, or those requiring in-depth personal interaction for sensitive information gathering.
Zentake typically offers tiered subscription models based on practice size and features utilized. While an initial investment is required, it often proves more cost-effective than traditional manual methods by reducing staffing needs, minimizing errors, and improving overall efficiency. When compared to other AI alternatives, Zentake aims to provide competitive pricing with a strong focus on healthcare-specific functionalities.
Zentake offers robust integration capabilities with most major EHR systems, facilitating a seamless flow of patient data directly into your existing records. This minimizes manual data entry and reduces the risk of errors, ensuring that patient information is consistently updated across all platforms.
Zentake provides comprehensive support and training programs for your staff, including onboarding, user guides, and ongoing technical assistance. The goal is to ensure your team can confidently and efficiently leverage the AI-powered system to maximize its benefits for your practice.
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| Last Verified: 2026-06-12 | First Added: 2026-06-12