Integrations

Square Appointments

Scheduling → Service Mapping → Intake

Patients book through Square and automatically receive the right intake flow for that service. Completed responses are attached to the appointment before they walk in.

• Auto-send intake forms when a patient books
• Forms mapped to Square services or visit types
• Appointment-linked intake ready before the visit
• Zero configuration after setup

Helcim

Payments → Scheduling → Intake

Connect a Helcim merchant account so appointment-linked payment workflows can use Helcim as an alternative payment processor where configured.

• Use Helcim for patient payment collection in supported workflows
• Connect payment status to scheduling and intake activity
• Support prepaid service and appointment-related payment flows
• Keep Stripe available for subscription billing and other configured payment paths

Qualiphy

Intake → Exam Type → GFE Consult

Map EasyDocForms onboarding forms to Qualiphy exam types so practices that need Good Faith Exams can route consults from the same intake and scheduling workflow.

• Send the right Qualiphy exam type from each onboarding form or packet
• Trigger GFE requests automatically for prepaid services
• Connect GFE routing to EasyDocForms scheduling and Square Appointments
• Give non-prescribing providers a fast path to telemedicine consults and provider review

Keragon

HIPAA-compliant, no-code healthcare automation. Connect EasyDocForms to your EMR, communication tools, billing systems, and more so intake, scheduling, and downstream actions stay in sync.

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