Tools
Before the visit
Intake
Collect forms, history, insurance, consent, and portal updates before the patient arrives.
Tool workflow
Intake stays connected to the work around it.
Collect forms, history, insurance, consent, and portal updates before the patient arrives.Start with context
Open the tool from the workflow where the work is already happening.
Move the work forward
Keep the next action visible so teams do not have to rebuild context in another system.
Stay connected
Tie the output back to charting, operations, billing, portal, and follow-up work.
Connected workflow
Built as part of one EMR.
01Open02Forms03Insurance04Consent05Done