Your front office, on one screen
A 14-section digital intake patients finish before they arrive, a calendar your whole office shares, and a portal where patients onboard, book their own visits, and pick up the records you release. One record, one login.
14 sections that patients finish
Send patients a link and they complete intake before they arrive: demographics, insurance, history, medications, allergies, and consents. Drafts autosave section by section so they can stop and pick up later, required sections are enforced before they submit, and everything writes straight into the chart.
- Demographics, contact, emergency contacts, and guarantor
- Insurance with card photo capture and OCR
- Medical, medication, allergy, family, social, and immunization history
- Consents with on-screen e-signature, plus pharmacy and care team
- Autosave and resume; required sections checked at submit

A calendar the whole office shares
One calendar for the front desk and providers. Build appointment types with their own length and buffers, set each provider's availability with date-specific overrides, and block out admin time. Patients book themselves or staff books for them, in person or by telehealth.
- Calendar with multi-provider columns
- Appointment types with custom duration and before/after buffers
- Per-provider availability, date overrides, and block-out time
- Check-in to checkout workflow, with no-show and reschedule tracking
- Automated reminders at 48, 24, and 2 hours

The portal patients actually log into
One link, one login. Patients activate a portal account, complete their intake, book their own appointments against real provider availability, and pick up the visit records you release to them. Telehealth visits open from the same place.
- Patient onboarding and 14-section intake
- Self-scheduling from live provider availability
- Access to the visit summaries and records you release
- One-tap join for telehealth visits

One front desk, no swivel chair
Intake, scheduling, and the patient portal: one product, one record.