Eligibility Quiz

Qualify patients in under 60 seconds.

Screen for fit, set expectations, and route to the right next step—without dumping everyone into a long form.

  • Dynamic eligibility rules
  • Instant outcomes
  • Fewer unqualified bookings
An eligibility question listing conditions to screen for, two of them ticked
Lead quality Route the right patients to booking or checkout.
Staff load Fewer back-and-forth messages to qualify.
Conversion Short quizzes increase completion vs long forms.
Routing Eligible, ineligible, or needs follow-up—automatically.

How it works

01

Capture intent quickly

Start with a focused, mobile-first quiz that patients finish.

02

Apply eligibility criteria

Branch based on answers and criteria your team defines.

03

Show outcome immediately

Display next steps clearly to build trust and reduce confusion.

04

Collect intake only when needed

Route qualified patients into intake instead of asking everyone everything.

05

Hand off to booking or checkout

Send the right people to the right conversion moment.

What's included

Routing branches fanning out on the builder canvas
01

Eligibility logic

Branch by criteria and ensure patients reach the correct outcome.

The confirmation screen at the end of a flow
02

Outcome pages

Clear results and next steps that reduce support burden.

Patient steps in order on the builder canvas
03

Progressive disclosure

Ask less up front; collect more only when needed.

Swapping a flow's theme in the builder
04

Themes

Keep the quiz on-brand so it feels trustworthy.

Step-by-step completion in PathwAI analytics
05

Analytics

See which questions cause drop-off and iterate.

A step's settings panel, where its events and integrations are set
06

Integrations-ready

Send qualified leads to your CRM or downstream systems.

Designed for regulated journeys.

  • Safeguards built for HIPAA
  • Secure handling of sensitive information
  • Consent and disclosures where appropriate
  • Operational controls for review and auditability

Common questions

See an eligibility quiz built for your program.

We’ll translate your criteria into a patient-friendly flow and show a draft you can refine.

Book a Demo Patient intake