Product
A clearer intake workflow, from patient to practice.
Explore what is available today and what is on the roadmap. Every capability below includes its current status.
Available capabilities and the roadmap
Available now
Digital Patient Intake
Patients open a clinic-issued questionnaire in their browser, verify access, and complete intake before arrival. No app download is needed.
Available now
Reusable Patient Profiles
Clinic-scoped patient information can prefill later questionnaires so returning patients review and update earlier details.
Available now
Conditional Questionnaires
The general medical intake shows follow-up questions based on patient answers, with a guided section-by-section experience.
Planned
Form & Workflow Builder
A self-service builder for practice-defined forms, specialty templates, and configurable workflows is on the roadmap.
Available now
Medical History Collection
Collect patient-reported medical and surgical history, family history, visit concerns, and other pre-visit information.
Available now
Medication & Allergy Review
Structured medication and allergy entries support patient updates and a clear staff review summary.
Available now
Insurance Collection
Collect structured insurance details with the intake questionnaire so your team can review what was provided.
Requires setup
Insurance & Document Collection
Private document storage and upload service boundaries require provider configuration, deployment review, and validation before use. Uploads are disabled on the current public deployment.
Available now
Consent & Attestation
Record an intake attestation, signer name, and submission snapshot. Separate clinical consent workflows require clinic-specific requirements.
Available now
Staff Intake Queue
Review cases by workflow status, open questionnaires, and inspect signed submissions and patient information changes.
Planned
Multi-Location Management
Organization workspaces and team membership are available. Location-specific intake routing and consolidated location operations are planned.
Available now
Role-Based Access
Workspace membership and supported roles control access, with organization-scoped authorization for intake data.
Available now
Versioned Forms & Auditability
Versioned questionnaire definitions and immutable submission snapshots preserve the record of each intake. Supported administrative actions produce audit events.
Planned
Notifications & Reminders
Automated patient invitations, intake reminders, and staff notifications are planned. Staff currently share patient access codes directly.
Planned
Integration Architecture
Service boundaries prepare for future APIs, FHIR-oriented exchange, webhooks, exports, and EHR connections. No production EHR integration is claimed.
Planned
Reporting
Operational reports and configurable dashboards for aggregate intake activity are roadmap items. The current application provides case-level queue and review views.