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Health Services

From clipboards to secure, digital intake your team can run

Outpatient networks, specialty clinics, and community programs in the U.S. & Canada. We keep your stack, add the missing pieces, and make results visible.

Fit

Multi-site clinics & community health programs

Front desk, care coordinators, and admins who need one secure picture.

US & Canada Multi-site Multi-language Compliance-aware

Industry realities (2025)

Clipboard backlog placeholder

Paper packets → staff re-keying into EHR/billing

Portal sprawl placeholder

Scheduling, eligibility, referrals in separate systems

Consent gaps placeholder

Messaging without clear consent windows/audit

Staffing pressure placeholder

Lean teams; updates wait on IT tickets

Language access placeholder

EN/FR/ES expected across North America

Where we help (areas)

  • Patient side: mobile intake, e-sign, ID/insurance upload
  • Reminders: consent-aware SMS/email with language options
  • Referrals: uploads routed to the right clinic/site of care
  • Clinic side: admin edits forms, content, and languages—no dev ticket
  • Routing: rules by program/location/eligibility with exception handling
  • Audit: who/what/when/where logs leaders can actually read

Solution modules (pick & fit)

Patient intake (conditional logic, e-sign)
Eligibility & benefits check (pre-visit)
Scheduling & reminders (two-way)
Referral/document intake with acknowledgements
Admin form builder (questions, languages, content)
Queue & routing rules (program/location)
Reports & audit exports (review-ready)

Plays well with

Core systems

  • SSO / Identity (SAML, OIDC)
  • Scheduling / Call center tools
  • EHR / Billing APIs (HL7/FHIR where available)
  • Eligibility / Clearinghouse lookups
  • CRM / Ticketing (care coordination)

Experience layer

  • CMS / DAM (headless content, training assets)
  • Email / SMS (consent-aware windows)
  • Translations / Language packs (EN/FR/ES)

Data & governance

  • Audit / Logging (immutable admin trails)
  • Analytics / BI (operational signals)
  • Consent / Privacy (HIPAA, PIPEDA/PHIPA alignment)
  • Data residency options (U.S. or Canada)
  • Retention & deletion policies (policy-based)

Keep what works. Add what’s missing.

Send your current intake/referral flow and the outcomes you want. We’ll outline a practical plan.