Patient intake built for a phone, at night, halfway through.
Questionnaires, consent and eligibility gating, trimmed to what your providers decide on, with signed links so leaving is never restarting.
Intake, built as one system.
Only the questions that gate eligibility
Questions your providers never use come out; the rest go easy first, history last.
Signed resume links
Lock the screen, come back tomorrow, land on the step you left.
Health answers stay out of ad tools
Analytics sees a step number, never a weight or a medication.
Writes to the chart
Answers land in the CRM or EMR your care team already uses.
What the platform shipped, and what we replace it with.
Every question is a place to stop, and every stop is a paid click walking out.
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
What came in the box
The stock questionnaire: every question the template ever needed for any product, in the order it came.
Products you use
Hair concerns
Sleep
Day 30
On a phone, at night, a patient is asked about products you don't sell before being asked what they're trying to lose.
Goal
Height / weight
Medications
What goes in
Trimmed to what your providers actually decide on, ordered for momentum: easy commitments first, history once they've invested.
Asked before every intake build.
Do you know which question loses people?+
Yes, per step and per device. Most stock intakes report a start and a finish and nothing in between, so nobody can see that a third of the traffic dies on one screen at 11pm on a phone. Once that is visible, the fix is usually one question or one field type.
Our providers want every question. Can you still trim it?+
We only cut what your providers confirm they never decide on, and they sign off before anything ships. The rest gets reordered rather than removed: easy commitments first, history once someone is invested. The questionnaire stays clinically complete, it just stops costing you people on question 31.
Where do you start, and why there?+
At the one step where a point is worth the most money to you. That might be ad to landing, landing to intake, intake to checkout, checkout to paid, the upsell take rate, or whether people are still refilling in month three. It might not be a page at all: reporting that disagrees with Stripe, failed payments nobody retries, carts nobody recovers, a product or brand that deserves its own funnel. We rank them by what a fix is worth and start with the top one.
Is this HIPAA-compliant?+
We sign a BAA on every telehealth engagement. Health answers never reach analytics or ad tools, and access is scoped per role, so the care team reads the chart and marketing reads a step number. The tracking settlements this industry has already paid came out of the same account the ad budget comes from, so if a request would put patient data somewhere it should not go we flag it while scoping, before it is built.
What about our existing CRM and EMR?+
We connect to them. Intake answers and portal activity sync into whatever the care team already works from, so nobody learns a new tool and nobody exports a spreadsheet on Fridays. That matters to the money too: a refill someone chases by hand is a refill that gets missed.
