How Intake Pro Works

The Intake Pro service allows your patients to complete intake forms and sign documents from a tablet.

Form Information can then be automatically populated into Practice Mate and EHR 24/7; eliminating a considerable amount of work for you and your staff.

Patients can also complete their Intake Documents online from the convenience of their home through Patient Ally™.


What We Offer


Tablet Interface for In Office Use

  • Compatible with today's hand held tablets.
  • Easy to use interface.
  • Custom electronic documents.
  • Automatic upload to Practice Mate, EHR 24/7 and Patient Ally.

Office Ally offers protective cases with all tablet requests


Intake Pro Template Examples.

When you sign up for Intake Pro, we will create custom electronic documents based off your paper forms that your patients will be able to fill out electronically. Click on the button below to see any of the free available templates. All forms that have an asterisk (*) have multiple language options. Contact an Office Ally Technician to learn more.


In addition to saving you money, Office Ally has incorporated a new feature into the Intake Pro that can earn you an additional $35k-$45k a year! Click the video below to find out more.



Intake Pro - Frequently Asked Questions


Q: How much does it cost to use Office Ally’s Intake Pro service?

  • Intake Pro is a service that allows patients to complete Electronic Intake/Agreement forms using a tablet*. In order to utilize this service you must qualify. There is a small startup fee, but the service is free as long as the terms and conditions in the user agreement are met.
Q: How much is the startup fee for Intake Pro?

  • Each device costs $1.00 for users who meet all requirements of the service as outlined in the Electronic Agreement form.
Q: How does the user access the Intake Pro Agreement Form?

  • Users who are qualified for Intake Pro will receive a desktop message with a link to the Electronic Agreement form under the Admin account.
Q: What qualifying metrics do users need to maintain in order to keep the monthly service free?

  • Users are required to check in ALL patients using Intake Pro, therefore, for every patient appointment there should be a check in, unless the patient has been seen recently (within the last 30 days). See the enrollment agreement for all additional requirements which must be met to keep Intake Pro Service free.
Q: Does the tablet have multiple USB ports?

  • No, but a USB Hub can be used to expand the number of ports.
Q: What happens if the device is lost, stolen, or broken? Will Office Ally replace it?

  • Office Ally will handle replacements on a case-by-case basis, but under normal circumstances, replacement tablets must be purchased.

Intake Pro Promotional Offers - Frequently Asked Questions


Q: What types of promotions are available through Intake Pro?

  • The types of promotions offered through Intake Pro are for patient savings on medications. Specific promotions offered through Intake Pro will continuously be updated.
Q: Can promotions through Intake Pro be disabled?

  • No, this feature cannot be disabled.
Q: Do the promotions have an expiration date?

  • Yes, the terms of use will vary depending on the offer.
Q: Do the promotions offered through Intake Pro violate any HIPAA rules and regulations?

  • No, Office Ally does not share any patient medical information with third parties to determine eligibility and adheres to the federal medical privacy law known as HIPAA.



Do you have a question that we could help with? We're here for you!
Email us at: IntakeProSupport@OfficeAlly.com or 360-975-7009



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