Secure staff access
Clinic operations

Intake, scheduling, billing, and follow-up in one polished clinic workspace.

Clinic Intake Web helps wellness and medical practices move from paper-heavy intake to a secure, organized web system built for repeat daily work. It is fully web based, hosted in United States data centers, supported by daily data backups, and designed for 99.99% uptime.

View features
30 daysFull trial workspace$49.99Monthly core plan99.99%Target uptime
Clinic Intake Web dashboard preview
Month view scheduling
MFA protected staff access
Patient intakeDemographics, insurance, consent, and clinical forms
Calendar workAppointments plus open follow-up task views
BillingCopay receipts, insurance invoices, CPT and ICD fields
SecurityMFA, permissions, audit history, and auto logoff
Patient intakeCapture demographics, insurance, consents, and clinical forms.
AppointmentsSee daily work or review previous and future visits.
BillingCreate invoices, receipts, codes, payments, and balances.
TasksTrack follow-ups on a calendar so work does not disappear.
Checking secure sessionConnecting to the local clinic service.
About us

Built around the real rhythm of a clinic day.

Clinic Intake Web is designed for small practices that need patient records, appointments, forms, billing notes, and staff controls in one dependable workspace.

Patients

Organized profiles, intake, insurance, and clinical history.

Workflow

Appointments, open tasks, communications, and reporting.

Security

Role permissions, MFA, audit logs, and automatic logoff controls.

Web based

Hosted in United States data centers with daily backups and 99.99% uptime.

How it works

From trial request to live clinic workspace.

The program is being shaped as a web service for new clinics: request, test, then activate a permanent paid account when the fit is right.

01Request a test account

A clinic submits its business details and owner contact from the public site.

02Provision the workspace

Admin prepares the clinic database and owner login for the 30-day trial.

03Run daily clinic work

Staff use intake, calendar, billing, tasks, reports, and communications in the browser.

04Continue after trial

When the 30-day trial ends, the account can move to the monthly card subscription.

Program details

Everything clients expect before they trust the software.

Digital intake

Patient, doctor, PRP, consent, and printable clinical documentation.

Insurance-ready fields

Responsible party, Male/Female gender, address, chief complaint, insurance IDs, and medicine codes can be required for complete intake.

Calendar tools

Appointment scheduling and follow-up task calendars for past and future work.

Billing support

Invoices, receipts, CPT/ICD fields, payer data, payment type, and imported notes.

CMS-1500 support

Claim-form style insurance billing views are part of the billing workflow foundation.

Communication setup

SMTP and SMS configuration areas for patient messaging readiness.

Staff permissions

User administration, role-based access, and minimum necessary controls.

Reliable web hosting

All web based access with daily data backups, 99.99% uptime, and hosting in United States data centers.

Readiness reports

Operational dashboards, HIPAA readiness checks, backup status, and audit activity.

Client database path

Trial workspace planning includes dedicated clinic database provisioning for future client accounts.

Pricing

Start with a full 30-day test account.

New clinics can request a test workspace, evaluate the program, and make the account permanent when ready.

Core monthly$49.99/month

30-day trial with no credit card required, then monthly subscription for the web-based clinic workspace with daily data backups and United States data center hosting.

Request account
Privacy policy

HIPAA-oriented privacy and security commitments.

Clinic Intake Web is designed to support clinics that may handle protected health information. Each clinic remains responsible for its own HIPAA policies, workforce training, patient notices, and legally required compliance decisions.

Protected health information

The system may store patient demographics, contact information, insurance details, intake forms, clinical notes, billing records, documents, and communication history entered by authorized clinic users.

Permitted use

Information is used to provide the clinic workspace, support intake, appointments, billing, reporting, account administration, troubleshooting, security monitoring, backup, and legally required operations.

Safeguards

The application includes role-based access controls, MFA support, strong passwords, audit activity, automatic logoff controls, server-side validation, guarded API access, and daily backup readiness.

Minimum necessary access

Administrators can restrict user access by module so staff only receive the permissions needed for their assigned work. Clinics are responsible for assigning and reviewing those permissions.

Business associate agreement

If the service is used to create, receive, maintain, or transmit PHI for a covered entity, a signed Business Associate Agreement must be in place before production use with real patient data.

Breach and incident response

Confirmed security incidents involving PHI will be investigated and communicated according to applicable law and the signed service agreement. Clinics remain responsible for their own patient and regulator notifications.

Backups and hosting

The service is promoted with daily data backup processes, United States data center hosting, and 99.99% uptime design goals. Actual service levels are controlled by the signed agreement and hosting provider availability.

No public PHI submission

Prospective clients should not send patient names, medical details, insurance IDs, or other PHI through public email or public website contact links unless a secure production account and required agreements are already active.

User agreement

Trial account terms for new clinic clients.

New clients must accept this agreement inside the signup form before a trial workspace request is saved. The accepted version, date, IP, and browser information are retained with the request for admin review.

The signup form requires the clinic owner to confirm: I have read and accept the Clinic Intake Web user agreement for this trial account request.

Authorized request

The person submitting the request confirms they are authorized to evaluate Clinic Intake Web for the clinic and to provide accurate account owner, clinic, and contact information.

Trial use only

The trial request is for evaluation. Real patient PHI should not be entered until the production account, subscription terms, and required Business Associate Agreement are active.

Clinic obligations

The clinic remains responsible for HIPAA policies, staff training, user permissions, patient notices, accurate data entry, payer/coding decisions, and compliance with applicable laws.

Vendor limitations

Vendor liability, warranty, uptime, backup, pricing, and service commitments are limited to the final signed subscription terms, BAA, and service agreement.

Vendor disclaimer

Important limitations and responsibilities.

This public website describes planned and available software features. It is not legal, medical, billing, coding, tax, or insurance advice.

Clinic responsibility

Each clinic is responsible for verifying that its use of Clinic Intake Web complies with HIPAA, state privacy laws, professional licensing rules, payer requirements, charting standards, coding rules, and patient consent requirements.

Limited liability

To the maximum extent allowed by law and the signed service agreement, the vendor is not liable for indirect, incidental, consequential, special, exemplary, punitive, lost-profit, lost-revenue, business interruption, data-entry, payer-denial, or clinical decision damages.

No warranty beyond agreement

Features, uptime statements, backup statements, security safeguards, pricing, trial terms, and deployment timelines are provided for product evaluation and are controlled by the final written subscription, BAA, and service terms.

Customer data and access

Clinics are responsible for accurate data entry, user access decisions, password and MFA device control, staff termination updates, retained copies of exported records, and review of audit and billing activity.

Contact us

Ready to review Clinic Intake Web for your practice?

Send your clinic name, owner contact, and the kind of practice you operate. A test account can be prepared for evaluation.

cs@InfuseRxHealth.com