Patient Intake and Scheduling Systems

Less phone tag. Fewer clipboards.

We set up the systems behind your front door: online booking, secure intake, reminders and referral handling. Each one is configured around how your team actually works.

Who it's for

What's included

Online scheduling

Self-booking that respects your providers' templates, visit types and buffers, connected to your EHR or calendar.

Secure intake forms

Digital intake through tools that sign a business associate agreement (BAA), so patient information is handled properly.

Reminders and follow-ups

Automated appointment reminders and post-visit messages that cut no-shows and bring patients back.

Referral workflows

A clear path for incoming referrals, from fax or form to scheduled visit, with nothing falling through the cracks.

EHR setup and cleanup

Configuration of templates, visit types and settings so your system supports your workflow instead of fighting it.

What changes for your practice

Common questions

Is online intake HIPAA compliant?

It can be, when it runs on a tool that signs a BAA and is configured correctly. We only set up intake on such tools, and never through ordinary website contact forms.

Do I have to switch EHRs?

Usually not. We start with what you have and add tools only where your current system falls short.

Can you just fix one workflow?

Yes. A focused project on one workflow, like intake or referrals, is often the best place to start.

Often paired with

Websites

Fast, accessible sites with a page for every service and provider.

AI and Automation

Practical tools for repetitive work, with clear boundaries around patient information.

Let's make your practice easier to find, and easier to run.

Start a conversation

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