01
Send the intake link.
The work stays close to the patient record, so the next step is visible.
Patient intake
Patients send the basics before they arrive.
Collect forms, consent, files, and insurance details before the visit starts, so the team opens the chart with the first layer of work already done.
How it works
Simple enough to understand at a glance.
02
Collect forms, consent, ID, and insurance.
The work stays close to the patient record, so the next step is visible.
03
Attach everything to the patient record.
The work stays close to the patient record, so the next step is visible.
What is included
The pieces that make the feature useful.
Custom formsConsent signingFile uploadsInsurance capture
Why it matters
Less front desk cleanup.
Less front desk cleanup. Faster visit prep. Fewer missing details.