Can we tailor steps to different programs?

Yes—use branching to adjust intake by cohort.

Can we capture consent and payment?

Yes—add consent and checkout in the same flow.

Yes—duplicate and adapt flows across treatments.

Async Consult

Collect history, consent, and payment in one guided flow—then hand off organized case packets for review.

Back-and-forth Collect the details once in a guided flow.

Case readiness Structured packets for review.

Time to decision Route cases cleanly to next steps.

Conversion Clear expectations improve completion.

Ask a few high-signal questions and set expectations.

Gather the key clinical context in guided steps.

Collect photos or documents when needed for review.

Capture acknowledgements and payment at the right time.

Queue for review with organized, structured data.

Short steps reduce abandonment and improve data quality.

Send different cohorts to different follow-ups automatically.

Capture acknowledgements where appropriate.

Collect payment cleanly in the same journey.

Maintain trust with consistent branding.

See where patients drop off and iterate.

We’ll map your current intake and review process and show a working draft you can refine.