Patient Intake & Onboarding
97% intake complete. Before they walk in.
Digital intake forms sent automatically on booking. Insurance uploaded, HIPAA consent signed, medical history collected — all before day one.
97%
Intake completion rate
0
Staff actions needed
100%
EHR synced on submit
HIPAA
Compliant infrastructure
What's running on day one.
✓
Auto-Send Intake Forms on BookingAppointment booked? Forms fire immediately — no staff action needed.
0staff actions
✓
Insurance Card UploadPatients upload front/back of insurance card from their phone. Verified before the visit.
100%pre-verified
✓
HIPAA Authorization e-SignatureConsent forms, privacy notices, and authorizations signed digitally before arrival.
97%completion
✓
Medical History CollectionStructured medical history forms that feed directly into your EHR on completion.
EHRsynced
✓
ID Verification FlowOptional photo ID capture and verification for new patient workflows.
SecureHIPAA-compliant
✓
Incomplete Intake RemindersIf a patient doesn't finish, automatic reminders fire until they do — or you're notified.
97%completion rate