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
Manual confirmation calls are expensive, inconsistent, and too late to protect a schedule when no-show risk is rising.
The product is designed for operational teams who need repeatable visit readiness without adding another manual checklist to the day.
High12
Escalate call queue
Medium34
Send second nudge
Confirmed148
No action
Next reminder window opens at 4:30 PM for New Orleans locations.
Workflow
- Segment reminder cadence by appointment type, location, specialty, and patient preference.
- Send SMS, email, and portal nudges with confirm, cancel, or reschedule options.
- Escalate high-risk visits to staff before the schedule is exposed.
- Sync confirmation and cancellation status back to operational views.
Features
- Risk-aware reminder cadence
- Self-service confirm, cancel, and reschedule links
- Queue views for unresolved or high-risk visits
- Clinic-level performance analytics and no-show trends
Outcomes
- Lower call volume for patient access teams
- Earlier cancellation recovery
- Cleaner daily schedules
- Better patient clarity before the visit
Integrations
Designed to sit beside the systems clinics already run.
Appointment calendarsSMS and email delivery providersTelehealth visit linksBI and reporting exports
Ready for the next visit day