Accelerating patient care with
AI-powered analysis
We help doctors, researchers and healthcare teams automate their clinical workflows using LLMs, so they can spend less time wrangling data and more time on patient care.
How it works
AI handles the paperwork. You handle the patients.
250+ Smart Forms
Every medical form you need. AI fills them out.
No Duplicate Entry
Enter once. Updates everywhere.
All Specialties
Mental health to oncology. One platform.
Role-Based Access
Doctors see doctor stuff. Patients see patient stuff.
70% Time Saved
Less typing. More treating.
AI Documentation
Writes SOAP notes. Codes billing. Works with your EHR.
Works for every specialty
12 clinical workflows. One platform.
New Patients
Onboard. Assess. Schedule.
Chronic Care
Track symptoms. Manage meds.
Mental Health
Assessments. Therapy notes. Safety plans.
Oncology
Chemo schedules. Side effects.
Preventive
Screenings. Vaccines. Check-ups.
Surgery
Pre-op. Consent. Recovery.
Maternal
Prenatal. Delivery. Postpartum.
Pediatrics
Growth tracking. Vaccines.
Geriatrics
Elder care. Fall prevention.
Transitions
Discharge. Referrals. Follow-ups.
Emergency
Triage. Treat. Transfer.
Telehealth
Virtual visits. Remote monitoring.
Intelligent Client Intake Portal
Our advanced AI capabilities transform the client intake experience, streamline clinical workflows, and enhance healthcare delivery. Discover how our intelligent system can reduce administrative burden while improving clinical outcomes.
Explore AI CapabilitiesAI-Powered Features
- Clinical insights generation from client data
- Automated clinical documentation
- Intelligent workflow automation
- Semantic search across client records
The numbers
70%
Less admin work
250+
Smart forms
24/7
Always available
1/5
The cost
AI-Powered Client Intake: The Complete Clinical Solution
See how our bidirectional form system transforms healthcare from scheduling to outcomes
The Traditional Approach
Client Documentation
Clinical Workflow Integration
Provider Documentation Time
Data Consistency
Client Intake Portal Advantage
Client Documentation
Clinical Workflow Integration
Provider Documentation Time
Data Consistency
Still using disconnected forms and manual workflows? Our comprehensive client intake portal eliminates redundant work while improving clinical outcomes.
Enterprise Security, Zero Compromise
Your data is secured with enterprise-grade encryption and compliant infrastructure. We maintain the highest standards of security to protect your clients' health information.
Protected Health Information
Your data is secured with enterprise-grade encryption and compliant infrastructure
- End-to-end encryption
- Regular security audits
- Role-based access control
- Secure data storage
Frequently Asked Questions
Everything you need to know about our Client Intake Portal
What makes your Client Intake Portal different from other solutions?
Our portal is unique in its comprehensive approach to client care. With over 250 specialized forms across 9 categories, bidirectional data flow, and AI-enhanced processing, we offer a complete solution that covers the entire client journey from scheduling to follow-up care. Unlike other systems that focus on isolated aspects of client intake, our portal integrates seamlessly with 11 clinical workflows to provide a truly comprehensive care experience.
How does the bidirectional form processing work?
Our bidirectional form processing is powered by AI and enables intelligent data flow between forms. Information collected in earlier forms automatically populates relevant fields in subsequent forms (forward flow). Updates in later forms can trigger reassessment of earlier forms (backward flow). Additionally, data elements can be referenced across different form categories (cross-form references). This eliminates redundant data entry and ensures information consistency throughout the client journey.
Can the forms and workflows be customized for our specific practice?
Absolutely! Our Client Intake Portal is designed to be highly customizable. You can tailor forms to your specific specialty, modify workflows to match your practice's processes, and configure conditional logic to ensure clients and providers only see relevant forms. Our implementation team works closely with you to understand your unique needs and configure the system accordingly, ensuring a perfect fit for your practice.
How does the role-based access work?
Our platform provides tailored experiences for clients, providers, and staff through role-based access control. Clients see only the forms they need to complete, providers have access to clinical documentation and assessment tools, and administrative staff can manage scheduling and billing functions. This ensures each user sees only what's relevant to their role in the care process, improving efficiency and security.
How does the AI enhance the client intake process?
Our AI technology enhances the client intake process in multiple ways: it pre-populates forms with known information, suggests relevant follow-up questions based on client responses, identifies potential clinical issues that may require attention, automates clinical documentation, and ensures accurate coding. The AI continuously learns from interactions to improve its accuracy and efficiency, reducing administrative burden while improving clinical outcomes.
How does the Client Intake Portal integrate with our existing systems?
Our portal seamlessly integrates with all major EHR systems through secure APIs. We also support integration with scheduling systems, billing platforms, and other healthcare IT infrastructure. Our implementation team handles the technical aspects of integration, ensuring smooth data flow between systems while maintaining data integrity and security. We provide comprehensive documentation and ongoing support for all integrations.
Is client data secure and compliant with healthcare regulations?
Absolutely! Our platform is fully HIPAA compliant with end-to-end encryption. For practices outside the US, we also comply with PIPEDA (Canada), GDPR (Europe), and other regional healthcare data protection regulations. We implement the highest security standards including role-based access controls, audit logging, and regular security assessments to ensure client data remains protected at all times.
What is the implementation process and timeline?
Our implementation follows a structured approach: (1) Initial assessment and planning (1-2 weeks), (2) System configuration and customization (2-3 weeks), (3) Integration with existing systems (1-2 weeks), (4) Testing and validation (1 week), and (5) Training and go-live support (1-2 weeks). Most practices are fully operational within 6-10 weeks, depending on the complexity of customizations and integrations required.
What training and support do you provide?
We provide comprehensive training for all user roles including administrators, providers, and staff. Training includes live sessions, on-demand videos, and detailed documentation. Our support includes 24/7 technical assistance, regular check-ins during the first 90 days, and ongoing optimization consultations. We also offer a dedicated customer success manager for enterprise clients to ensure you get the most value from our platform.
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See it work in 15 minutes.