Soli
Soli Forms

HIPAA-compliant intake forms that protect patient data

Patients complete a form and it encrypts on their device before reaching our servers. Only your authorized devices can decrypt it. 58+ healthcare templates, BAA included on every paid plan, starting at $29/month.

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Soli Forms — intake and consent management
Soli Forms — intake and consent management
What We Offer

Everything you need to manage patient intake

Soli Forms handles the paperwork from first inquiry to scheduled appointment, so your attention stays on patients.

58+ Templates

58+ Templates

Publish on day one with healthcare templates for intake, consent, screening, discharge, and specialty workflows — all built for small practices.

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Automation Flows

Automation Flows

Fire confirmation emails, follow-up reminders, and team notifications the moment a form is submitted. Prospects get an immediate response with zero manual effort.

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Prospect Management

Prospect Management

Follow every inquiry from first contact to active patient. View submission history, set statuses, measure response times, and keep your pipeline in order.

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Scheduling

Scheduling

Book appointments, track held slots, download calendar files, and tie bookings directly to form submissions — all in one platform.

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How It Works

From publish to inbox in minutes

Publish a form from the desktop app. Your patient opens it in any browser, completes it, and submits. Encryption happens on the patient's device before the data leaves. The submission lands in your encrypted inbox, where only registered devices can decrypt and read it.

Publish in one click
No patient installs
Built-in scheduling
Desktop decryption
Unlimited submissions
Form bundles
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Soli Forms workflow — publish, collect, decrypt
Templates

58+ templates built for healthcare practices

Intake, consent, screening, billing, and more — ready to publish. New specialty packs added regularly.

Intake & Onboarding

Intake & Onboarding

  • Full Intake
  • Minor Intake
  • Emergency Contact
  • + 9 more
Consent & Compliance

Consent & Compliance

  • Telehealth Consent
  • HIPAA Privacy Notice
  • ROI Authorization
  • + 5 more
Clinical Screening

Clinical Screening

  • Symptom Screener
  • Substance Use Screening
  • Safety Planning
  • + 2 more
Admin & Billing

Admin & Billing

  • Insurance Information
  • Superbill Request
  • Card on File Consent
  • + 4 more
Ongoing Treatment

Ongoing Treatment

  • Session Feedback
  • Between-Session Check-in
  • Homework Log
  • + 2 more
Scheduling & Web

Scheduling & Web

  • Contact Form
  • Appointment Request
  • Waitlist Request
  • + 5 more
Specialty Workflows

Specialty Workflows

  • Couples Intake
  • Family Intake
  • Group Screening
  • + 4 more
Custom & Discharge

Custom & Discharge

  • Discharge Feedback
  • Continuation of Care
  • Termination Acknowledgement
  • + 14 more

Frequently asked questions

Modify any template to match your workflow — add, remove, or reorder fields as needed. The field builder also lets you create forms from scratch with text, dropdowns, signatures, file uploads, consent fields, and other standard field types.
Send a hosted link, embed on your website, or bundle several forms into one submission flow. Every form is mobile-responsive and works on any device — patients never install anything.
Yes. Role-based permissions let multiple team members access and manage submissions. Route incoming submissions to specific clinicians, and organize forms by provider or department.
Encrypted submissions wait on our servers until you open the desktop app. Once you reconnect, everything syncs and decrypts locally. Nothing is lost.
No. Every plan includes unlimited forms, unlimited submissions, and unlimited file uploads with no overage charges.
Yes. Each published form includes an embed code you can place on any website. It renders inline with your practice branding — no redirects, no third-party logos.

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Find the right fit for your practice

See what Soli can do for your practice. Every plan includes a free trial.

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