Client Intake Forms & Medical Chart Templates

Save time charting by using forms that are customized for your profession, business, and client needs.

Charting & Intake

Collect New Client
Paperwork Automatically &

Create flows of electronic paperwork that can be triggered to send
to clients, for electronic completion and submission.

View form completion status with real-time tracking of which forms clients have completed, and receive notifications when forms are completed.

Securely request credit card information and set cancellation policies, collect insurance information to streamline client onboarding.

Charting & Intake

Utilize Charting Notes & Forms Customized for Your Wellness Business

K1 Solutions EHR form library includes templates of wellness intake forms, HIPAA-disclaimers, cancellation policies, and more.

Customize any library form or utilize K1 Solutions easy Form Builder to create your own charting templates, clients forms, and more.

Our team will build your existing intake form and charting templates - included in your membership.

Charting & Intake

Integrated into the Rest of Your Online Platform

Client information collected from intake forms and chart notes can pre-fill into subsequent notes, to save time on charting and administrative tasks.

E-fax forms, documents, and charting templates directly from K1 Solutions EHR.

ICD-10 and CPT database makes for easy generation of CMS-1500 claims and superbills.

Charting & Intake

Cloud-Based EHR for Charting and Forms Access from Anywhere

Securely access your K1 Solutions account from anywhere.

Encrypted safety measures in place to safeguard your business and client information.

Manage your business and engage with clients on-the-go with K1 Solutions convenient mobile app.

Charting & Intake

Share Intake Forms and Medical Chart Templates Across Your Organization

Create a library of charting templates and forms with your team based on the services they offer.

Share completed forms and chart notes for coordinated care.

Create Care Plan templates that can be used to establish practice
treatment protocols.

All-in-One Software

Learn More About K1 Solutions EHR Features

K1 Solutions is HIPAA, PIPEDA, and GDPR
Compliant. Confidently let your clients
know their information is safe and

Build brand consistency and
professionalism by incorporating your
logo and company colors within
K1 Solutions portal.

Generate activity, engagement, and
outcome reports and download client
and business information for insights at
your fingertips.

Cloud-based portal that updates in real-
time, for 24/7, on the go access to
important information.

Transitioning from another platform?
Heathie imports your information as part
of onboarding.


K1 Solutions API Integrates with your
Favorite Business Tools


Trusted by Practitioners Everywhere

"K1 Solutions allows us to prioritize internal development resources, accelerate the launch of new services, and focus on what matters most: providing excellent experiences for our members."

Shan Jaffar

COO at Plume

“With K1 Solutions, we’re able to focus our developer resources on building the elements of our software stack that are unique to Answers Now, in support of our mission to make ABA therapy easy, intuitive, and fun.”

Morry Belkin

CTO at Answers Now

After evaluating many products and platforms, we decided to use K1 Solutions for their superior provider-centric features, open API, and support team that was impressively responsive and very much hands on.

Avish Bhama

CEO at Klinic