Convert patient intake packets into secure digital workflows.

Digitize patient intake forms, consent packets, document uploads, signatures, validation, routing, and healthcare workflow handoffs.

Illustrative product preview using fictional data.
01Secure intake
02Eligibility check
03Document collection
04Staff review
05System handoff

Problem

  • Replace static intake PDFs
  • Reduce manual re-entry
  • Collect complete intake packets before routing

Workflow

  • Upload intake packet
  • Detect fields
  • Add validation
  • Collect documents
  • Collect consent signature
  • Route review
  • Export or sync
  • Store audit trail

Features

  • Convert forms into guided digital experiences
  • Collect signatures and uploads
  • Validate required fields
  • Route completed packets
  • Export data and documents

Security and audit

  • HIPAA-ready workflow design
  • Secure uploads
  • Role-based review
  • Audit trail