Re-engineer your
patient intake foundation
Automate intake with program-specific forms
Configure once—deliver consistently. Assign the right forms based on the care program (Behavioral health, MSK, Annual wellness visits and more) without manual selection. Patients get only what’s relevant.
Program logic
Auto-send the right forms based on care program enrollment.
Tailored templates
Build reusable templates for different populations and pathways.
Workflow efficiency
Minimize staff effort with logic-driven intake automation.
Fetch Data from QHINs, Excel & more
Stop starting from scratch. Pull data from QHINs, Excel uploads, or internal sources to build a full patient picture, before the first visit.
QHIN connections
Access shared records through TEFCA-aligned national exchanges.
Roster uploads
Import Excel or CSV files to onboard patient panels fast.
No more duplicates
Unify data from multiple sources into a single intake profile.
Segment. Prioritize. Act.
Segment patients based on risk, condition, HCC coding or social needs to guide care team actions, trigger workflows, and meet population health goals.
Smart tagging
Auto-label patients by risk, gaps, or social factors at intake.
Guided pathways
Automatically assign cohorts to relevant care workflows.
Cohort insights
Track engagement, performance, outcomes by population.
Mobile friendly, no login or apps needed
Make intake effortless and accessible for every patient. No apps to install, no passwords to remember. Patients complete forms on any device, improving engagement and reducing friction.
Link-based intake
Send patients a secure link via text or email, no login or install needed.
Device flexibility
Complete intake forms on any smartphone, tablet, or desktop.
Inclusive design
Supports multilingual access and ADA compliance for better equity.
