Keep SimplePractice. Put Your Intake PDFs Online.
Turn a blank intake or consent document into an online form you can customize, share, and get signed. Use ChatterForms alongside your EHR, with HIPAA publishing and a BAA on Pro.
PDF toonline form
HIPAA on Pro
Signed BAADigitize the paperwork you already use.
Upload a blank PDF instead of recreating every question manually. Review the extracted fields, adjust the wording, and add the signature your form needs.
Share a standalone intake form.
Send a form link or embed the form on your website. Choose a traditional or one-question-at-a-time experience.
Keep a copy with your records.
Review responses in ChatterForms and download individual submission PDFs when you need to transfer a copy through your practice's approved process.
Standalone intake vs EHR forms
| Feature | ChatterForms | SimplePractice |
|---|---|---|
| Existing intake documents | Convert a blank PDF or image into an editable online form | Custom intake templates are available, including on Starter |
| Standalone form link or website embed | Hosted link or embed outside the EHR | Intake is shared through SimplePractice's client portal |
| EHR synchronization | No direct SimplePractice synchronization. Responses stay in ChatterForms. | Intake lives in the practice management / EHR workflow |
| HIPAA / BAA | Pro includes HIPAA publishing and a BAA ($31.99/month, billed annually) | SimplePractice is an EHR / practice platform with its own BAA path |
| Signatures | Typed and drawn signatures in the standalone form | Supported in SimplePractice documents |
Existing intake documents
ChatterForms:Convert a blank PDF or image into an editable online form
SimplePractice:Custom intake templates are available, including on Starter
Standalone form link or website embed
ChatterForms:Hosted link or embed outside the EHR
SimplePractice:Intake is shared through SimplePractice's client portal
EHR synchronization
ChatterForms:No direct SimplePractice synchronization. Responses stay in ChatterForms.
SimplePractice:Intake lives in the practice management / EHR workflow
HIPAA / BAA
ChatterForms:Pro includes HIPAA publishing and a BAA ($31.99/month, billed annually)
SimplePractice:SimplePractice is an EHR / practice platform with its own BAA path
Signatures
ChatterForms:Typed and drawn signatures in the standalone form
SimplePractice:Supported in SimplePractice documents
Start with one form.
- Bring a blank PDF, an image, or an accessible public form URL. Review the generated draft, configure the features you need, and test it before publishing.
- Form conversion does not migrate historical responses, account settings, or integrations.
When this is not the right replacement
Stay with SimplePractice if:
- SimplePractice's custom intake templates already cover the paperwork
- You need responses to land in the EHR automatically
- You are looking for a full practice-management replacement
Frequently Asked Questions
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Related features
Last reviewed 2026-09-08 · Sources listed below