pilot solution

A short, tenant-bound intake that creates a confirmed handoff instead of an unowned form submission.

Give front desk and the assigned provider the context they are allowed to use next.

Experience the next step

The working sequence

One transition must be true before the next one appears.

  1. 1
    Patient completes three focused steps

    The patient receives one clear question at a time.

  2. 2
    Receipt creates the visit responsibility

    A confirmed receipt creates the operational responsibility.

  3. 3
    Staff continues in Clinic Day

    Front desk and provider continue inside their access boundary.

Welcome

Keep the useful choices before sharing contact.

The Clinic Plan stays on this device and never claims a CRM save or order until a real system confirms it.

Review the Clinic Plan