Idana

What Idana does

Idana AG is a German physician-founded software company headquartered in Freiburg im Breisgau that has, since 2016, built a modular SaaS platform for digital patient intake and clinical documentation in ambulatory care. The platform replaces paper-based anamnesis, informed consent, and front-desk registration with browser-based digital workflows, centered on a proprietary content library of more than 400 physician-reviewed medical questionnaires and over 2,000 Thieme Compliance informed-consent forms covering 30+ specialties and up to 16 languages. Underlying the product is the Idana SafeCloud infrastructure, which uses client-side end-to-end encryption (only the practice holds the decryption key), is attested to BSI C5 Type-1 for compliance with §393 SGB V, and connects natively to the major German practice management systems (Medatixx via the HealthHub, T2med, Tomedo, RED Medical) through GDT and HL7/FHIR interfaces.

The commercial model is a per-physician subscription sold through a consultative sales motion, with three priced tiers: Idana Fragebögen at €109/physician/month (digital anamnesis), Idana Aufklärung at €89/physician/month (informed consent), and Idana Kombipaket at €159/physician/month (bundled), each on annual billing with a 12-month minimum and a 3-month satisfaction guarantee. One-time setup fees (€399–€499) and an optional Idana Editor license (€379) supplement recurring revenue. The latest product layer, Idana Flow, applies generative AI and speech-to-text to transcribe doctor-patient conversations and produce structured German physician letters, and is offered permanently free as a platform anchor. The customer base spans individual practices (Einzelpraxis), group practices (BAG), and medical care centers (MVZ) across at least a dozen specialties, served exclusively in Germany and Austria via direct sales, a partner program, and the medatixx HealthHub channel.

Name

Idana

Legal name

Idana AG

Website

https://idana.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Idana AG is a German physician-founded SaaS company that provides a BSI C5-certified, end-to-end encrypted platform for digital patient intake, informed consent, and AI-assisted clinical documentation, serving 1,500+ physician practices, group practices, and medical care centers across Germany and Austria.

Ownership category

akta.pro rank

Product category

Healthcare SaaS - Digital Patient Intake

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Patient Intake, Digital Registration & eForms (HLACAEAF)

akta.pro secondary industries

Clinical Forms, Templates & Digital Consent (eSignature) (HLACAAAJ), Patient Intake, Registration & Digital Forms (HLACADAD), Patient Access, Registration & Intake (Front-End RCM) (HLACACAE)

Keywords

• Digital patient intake
• Medical anamnesis software
• Informed consent software
• AI medical documentation
• Practice management integration

Headquarters

HQ city

Freiburg Im Breisgau

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Idana Fragebögen): Core subscription for digital anamnesis questionnaires at €109 per physician per month (annual billing, 12-month minimum). Includes 400+ medical questionnaires, unlimited usage, automatic PVS transfer, and evaluation reports.
2. SaaS Subscription (Idana Kombipaket): Combined package for questionnaires and informed consent at €159 per physician per month (annual billing, 12-month minimum). Saves €468 annually compared to individual bookings.
3. SaaS Subscription (Idana Aufklärung): Digital informed consent module at €89 per physician per month (annual billing, 12-month minimum). Includes 2,000+ Thieme Compliance forms.
4. Setup Package: One-time setup fee of €399 (without training) or €499 (with personal team training). Includes planning consultation, PVS integration setup, digitization of one custom questionnaire, and video-based self-training.
5. Questionnaire Editor License: Optional one-time purchase of €379 for the no-code questionnaire editor, enabling unlimited custom questionnaire creation.
6. Idana Flow (KI Documentation): AI-powered transcription and medical letter generation feature, permanently free according to marketing claims.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

Idana sells a modular, cloud-based SaaS platform that digitizes and automates the entire patient intake workflow for German physician practices, group practices (BAG), and medical care centers (MVZ). The platform combines 400+ physician-reviewed digital anamnesis questionnaires, 2,000+ legally reviewed Thieme Compliance informed consent forms, AI-powered consultation documentation (Idana Flow), biometric e-signatures, and automatic data transfer into practice management software (PVS) systems. Customers subscribe per physician per month and pay a one-time setup fee, with all data processed end-to-end-encrypted on BSI C5-certified German servers.

Product overview

Idana is a modular SaaS platform for digital patient intake and clinical documentation, developed by physicians for German medical practices. The platform consists of a core engine (Idana SafeCloud) with multiple integrated modules: Idana Fragebögen (digital anamnesis with 400+ validated questionnaires), Idana Aufklärung (digital informed consent with Thieme Compliance content), Idana Flow (AI-powered speech-to-letter documentation assistant), Idana Editor (custom questionnaire builder), Idana Check-in (patient self-registration), Idana Berichte (automated reporting with clinical scoring), and Idana PVS-Integration (automatic practice management system connectivity). Idana IQ adds AI-adaptive questionnaire logic. The modules are priced individually (questionnaires €109/physician/month; Aufklärung €89; Kombipaket €159) or as a bundle, with the Editor as a one-time add-on (€379). All data flows are end-to-end encrypted, processed exclusively on German servers, and certified BSI C5 Type 1.

Differentiator

Problem solved

Functional benefit

Brands

• Idana Flow: AI-powered documentation assistant that transcribes patient conversations and creates structured medical letters automatically.
• Idana Aufklärung Pro
• Idana SafeCloud
• Idana Check-in

Products and services

• Idana Fragebögen Core digital anamnesis subscription for German physician practices: 400+ physician-reviewed medical questionnaires completed by patients on any device via browser, with automatic scoring, Red/Yellow flag detection, and direct transfer of structured responses into the practice's PVS. Priced at €109 per physician per month (annual billing, 12-month minimum).
• Idana Aufklärung Digital informed-consent subscription providing 2,000+ Thieme Compliance informed consent forms for 30+ medical specialties in up to 16 languages, with drawing/highlighting/text annotation on digital documents, biometric eIDAS-compliant signature, and automatic revision-secure archival in the PVS. Priced at €89 per physician per month (annual billing, 12-month minimum).
• Idana Kombipaket Bundled subscription combining Idana Fragebögen (digital anamnesis) and Idana Aufklärung (digital informed consent) for €159 per physician per month (annual billing, 12-month minimum) — described as delivering €468 annual savings compared to purchasing the modules separately.
• Idana Flow (KI-Dokumentation) AI-powered documentation module that records doctor-patient conversations, performs real-time transcription, and generates a structured Arztbrief in German. Runs in-browser without installation, BSI C5-tested and GDPR-compliant, permanently free of charge, and independent of any specific PVS connection.
• Idana Editor (Fragebogen-Editor) Optional one-time license (€379 per customer) granting access to the no-code Idana questionnaire editor, which enables practices to create unlimited custom digital questionnaires — including scoring, red flags, multilingual output, and report formatting — without writing code.
• Idana Setup Package Mandatory one-time onboarding service for any paid Idana subscription. Includes planning consultation, PVS integration setup, digitization of one custom questionnaire, and onboarding support — either self-training via video tutorials (€399) or with personal team training (€499).

Quantifiable outcome

• Average 4-5 minutes time savings per patient (scientific study shows 8 minutes)
• +5 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability9 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core and minor.

• medatixxcoreTechnology or Integration · 2 April 2025Idana is the strategic launch partner for the medatixx HealthHub, a new interoperability ecosystem enabling seamless integration of external software solutions with medatixx practice management software. This partnership enables direct data exchange between Idana and medatixx PVS systems, reducing workflow friction for shared customers. The collaboration represents a 'cultural shift away from closed systems toward a networked ecosystem for digital practice.'
• Thieme CompliancecoreTechnology or IntegrationIdana integrates over 2,000 informed consent forms from Thieme Compliance covering 30+ medical specialties in up to 16 languages. This content partnership provides legally reviewed, jurisdictionally compliant informed consent documentation that Idana makes available digitally within its platform. Practices gain access without manual ordering processes.
• Forum Impfen e. V.minorStrategic or Co-development PartnerCollaboration for digital vaccination management content. Forum Impfen provides vaccination consent forms that Idana integrates into its platform for use in digital vaccination workflows. Case study of Dr. Michael Scheer demonstrates 250 vaccinations per week made possible through the integrated solution.

Scale indicators17 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• samedi: Berlin-based online appointment booking and patient flow platform widely used by German practices. Samedi competes with Idana's Check-in and patient communication capabilities and shares the same target market of German physician practices.
• Doctolib: France-headquartered but dominant in Germany, Doctolib offers patient appointment scheduling, check-in features, and increasingly digital intake forms. Doctolib competes most directly with Idana's Check-in and Fragebögen modules and shares the same German SMB-practice target market.
• Nelly: Berlin-based digital patient onboarding platform focused on German medical and dental practices, offering digital intake forms, consent, and check-in workflows. Nelly is one of the closest direct competitors to Idana's Fragebögen and Aufklärung modules.
• Dr. Flex: Online appointment booking and digital patient intake solution used by German practices, with whom Idana has documented integration partnerships via check-in links. Dr. Flex competes with Idana in the same digital front-door use case.

Broad incumbents

• medatixx: One of Germany's largest practice management software (PVS) vendors, serving tens of thousands of practices. medatixx is both a partner (via HealthHub) and a competitive threat, with broad ambulatory workflows including scheduling, billing, and increasingly digital intake.
• Jameda: Major German doctor search and appointment booking platform owned by Doctolib. Jameda overlaps with Idana's patient engagement and check-in use cases, particularly through its appointment confirmation workflow integrations.
• Tomedo: Major German PVS vendor with a large installed base among German practices. Tomedo is an integration partner for Idana but also competes in patient-facing digital workflows, particularly for specialty practices.
• RED Medical: German PVS vendor serving physician practices, particularly in southern Germany. RED Medical is an Idana integration partner and a competitive incumbent in the practice management layer that Idana sits alongside.
• CompuGroup Medical (CGM): Europe's largest medical software group, with deep German PVS penetration and a portfolio spanning practice management, hospital information systems, and patient-facing apps. CGM competes broadly with Idana across ambulatory digital workflows.

Regional players

• Curevision (Klara): Patient communication and digital intake platform primarily serving Swiss and DACH-region practices. Klara competes with Idana in patient messaging, intake forms, and check-in within a comparable target market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/idana-228004244278461
• LinkedInlinkedin.com/company/10965711

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds18 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Idana