Learn & launch

Resources

Playbooks, templates, the blog, and the changelog—everything you need to evaluate PathwAI, build a compliant patient intake funnel, and keep improving it after launch.

Blog

Product updates, conversion tips, and best practices for health and wellness intake flows.

Guides

Evergreen playbooks for building HIPAA-ready funnels, improving completion, and operationalizing intake without engineering.

Templates

Ready-to-customize flow templates for GLP-1 intake, aesthetics qualification, HRT, and more—ship in minutes, not weeks.

Changelog

What's new and what's improved in the PathwAI platform—follow along as we ship.

Topics covered

The PathwAI resource library is organized around the real questions health operators face when building and running intake funnels. Browse by the problem you're trying to solve:

Intake & eligibility

How to structure eligibility questions, when to disqualify vs. redirect, progressive intake design, and reducing abandonment in health intake flows.

Browse guides

HIPAA & compliance

HIPAA basics for health-tech operators, what to document for vendor reviews, consent capture patterns, and building PHI-aware workflows.

HIPAA overview

Conversion & ops

Funnel analytics, drop-off diagnosis, A/B testing intake flows, and how to hand off structured data to CRMs and care operations teams cleanly.

Analytics feature

Launch-ready templates

Pre-built flow templates for the most common health program types—start from something working and customize, instead of building from a blank canvas.

Browse templates

Evaluating your options?

If you're comparing PathwAI to an existing tool or a custom build, these pages walk through the key differences for health program workflows.