Before the appointment

Prepare patients before they enter the room.

Questionnaires, forms, reminders, and portal tasks collect the right information before the appointment and flag answers that need attention.

The consultation starts with usable information rather than missing forms and repeated questions.

Intake run Example run

3 days before Intake questionnaire sent with the reminder. Sent

2 days before Completed on the patient’s phone; answers filed to the chart. Filed

On arrival One answer flagged: a new anticoagulant since the last visit. Flagged

The consult starts with the flag, not the form.

How it works

Three connected steps.

Send the right questionnaire or form for the appointment.

Let the patient complete it through a focused public flow.

Place alerts and structured answers beside the visit.

What changes

More complete intake

Risk answers visible earlier

Less reception paperwork

Especially useful for

New-patient clinicsProcedure pathwaysAllied health practices

Product capabilities

Questionnaires

Send structured intake, let patients complete it through public flows, and surface alerting answers before the visit.

Documents and Forms

Build templates, start patient forms, preview generated documents, store files, and keep reports connected to the patient record.

Patient Portal

Let patients request appointments, accept waitlist offers, view chart context, and pay bills through a secure-link portal.