How long does it take to go live?

Most programs launch a working intake flow within a few days. We start with your existing intake materials and build from there—you’re not starting from scratch.

Can we route patients by visit reason or insurance?

Yes. Conditional logic can branch on any answer, including visit type, eligibility outcomes, or values from earlier in the flow.

What does the patient experience look like on mobile?

Each step presents one question or a small group of related questions. Patients tap through in 3–5 minutes. Completion rates on mobile match or exceed desktop.

Can we customize branding to match our practice?

Fully. The theme editor controls fonts, colors, logo, button styles, and layout—without any custom code.

How does intake data connect to our EHR or scheduling system?

Structured answers are delivered via webhook or our integration layer. We work with your team to map fields to your system’s schema.

Patient Intake

Turn intake from a bottleneck into a clinical advantage.

A mobile-first, guided experience that collects clean data, routes patients intelligently, and starts every visit with the context your team actually needs.

Built for HIPAA
Conditional logic
On-brand
No engineering required

Book a Demo View pricing

A patient intake step asking what brings the patient in, with an answer selected

Step at a time Short guided screens instead of one long form.

Time to launch From kick-off to a live, branded intake flow.

To complete A typical intake on mobile, one tap at a time.

Manual re-entry Structured output goes directly to your systems.

Intake as it exists today is broken.

Most practices are losing patients and data quality before the visit even begins.

Paper forms & PDFs Patients fill out the same information repeatedly—on paper, in the portal, at the front desk. Staff re-enter it manually.

High abandonment Long, single-page forms overwhelm patients. Many abandon before submitting, leaving gaps in your schedule.

Unstructured data Free-text fields and inconsistent formats mean your team spends time interpreting answers instead of acting on them.

Manual routing Staff must read every submission to decide the next step. One mistake routes the wrong patient to the wrong program.

How it works

Bring your existing intake

Upload your current PDF or intake form. We map it to a guided flow—you don’t start from a blank slate.

Add conditional logic

Route patients differently by visit reason, insurance status, or prior history. No two patients see the exact same path.

Match your brand

Apply your fonts, colors, and logo in the theme editor. Patients experience your brand, not a third-party tool.

Capture consent inline

Add HIPAA disclosures and acknowledgements exactly where they belong—within the flow, not as an afterthought.

Launch and measure

Go live in days. Watch completion rates by step and iterate on the exact screens where patients drop off.

What's included

Routing branches fanning out on the builder canvas

Conditional routing

Branch on any answer—visit reason, eligibility, or custom rules. Patients only see what’s relevant to them.

Patient steps in order on the builder canvas

Step-by-step UX

Slide-format flows feel lighter than a page full of fields. Patients answer one thing at a time, on any device.

A consent step with the acknowledgement ticked

Consent & disclosures

Inline consent steps with acknowledgement tracking—compliant by design, not bolted on.

Theme editor

Set your fonts, colors, corner radius, and logo. No CSS. No custom code. Ships in minutes.

Drop-off analytics

See exactly where patients stop. Fix the one or two screens causing the most abandonment.

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

Integrations-ready

Structured output connects to your EHR, CRM, or scheduling system via webhook or native integration.

Built for healthcare. Designed for compliance.

PHI security and auditability aren’t features we added—they’re how this was built from day one.

Data handling built for HIPAA
Encrypted transmission and at-rest storage
Role-based access controls
Full audit trail for every submission
Patient-friendly disclosure language
BAA available for covered entities

Security overview HIPAA

Common questions

See a working intake flow for your program.

We’ll review your current intake process, identify the drop-off points, and show you a live draft you can iterate on—in one session.

Book a Demo Learn about security