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A Seamless Two-Sided Workflow
Clinician Intake Dashboard
Your central hub for control, customization, and management of the entire intake and pre-visit process. Define your own questions, select required documents, and set your preferred summary format, all in one place.
Patient Self-Intake Portal
Patients complete the intake process before their appointment, answering your customized questions and securely uploading their medical documents. All information flows directly to you, exactly as you’ve configured it.
3 easy steps to transform your life
3d step
Review, finalize, focus
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Receive an editable Word document summary before the visit.
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Access original files and responses anytime for reference or comparison.
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Get real-time SMS notifications when intake is complete.
Focus on what matters most - the patient.
2nd step
Collect, organize, analyze
The platform collects, organizes, and analyzes all patient data and uploaded files, preparing a structured visit summary.
It eliminates the time-consuming manual entry of patient history and intake notes. This efficiency allows you to see more patients each day while dramatically reducing administrative burnout.
1st step
Patient: Self-Intake Portal
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Patients access via scheduling link or QR code.
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They complete an AI-driven questionnaire and upload required documents.
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Fully digital, secure, and easy from any device.
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