Intake
Digital forms completed before the visit.
Intake forms3 of 5
Personal detailsInsuranceMedical historyMedications
VisitNudge
Patient visits, from intake to follow-up.
Remind
Smart reminders reduce no-shows.
Hi there, this is a reminder of your upcoming visit on
May 20, 2025 at 10:00 AM.May 20, 2025, 10:00 AMUpcoming
Follow
Post-visit follow-ups that keep care on track.
Follow-up
How are you feeling?
12345
Thank you! Your response helps us support your care.Problem
Clinic teams lose time when patients arrive without completed forms, updated contact details, referral documents, or consent records.
The product is designed for operational teams who need repeatable visit readiness without adding another manual checklist to the day.
76ready
18needs review
94%consent sent
Anna K.OrthopedicsConsent signedReady
Piotr L.CardiologyReferral missingReview
Maria S.DermatologyInsurance updatedReady
Workflow
- Trigger intake automatically from the booked appointment type.
- Collect forms, files, consents, and visit instructions in one guided patient flow.
- Route exceptions to the right location team before the patient reaches reception.
- Write status back to the clinic workflow so teams can see who is visit-ready.
Features
- Appointment-type rules for forms and consent packs
- Multilingual patient flows for global clinic networks
- Document upload, validation, and front-desk exception queue
- Role-based configuration by location, specialty, and payer pathway
Outcomes
- Fewer paper forms at reception
- Cleaner arrival status before the session starts
- Less manual chasing for missing documents
- More consistent intake across locations
Integrations
Designed to sit beside the systems clinics already run.
EHR and PMS appointment feedsSecure document storageIdentity and consent systemsEmail, SMS, and patient portal delivery
Ready for the next visit day