Features
Everything below is in the working product today — not a roadmap.
Intake form builder
Eight templates: new-patient, consent-to-treatment, and medical-history, plus dental, physical therapy, chiropractic, mental health, and med-spa. Share a secure patient link — no login needed for patients.
Insurance card capture
Patients photograph their insurance card during intake; it's attached to the submission.
SMS appointment reminders
Automatic T-48h and T-24h reminders, sent only to patients with a recorded texting opt-in. STOP replies opt a patient out automatically, sends pause overnight (8 a.m.–9 p.m. local sending window), and a sandbox mode logs the full pipeline before any real text is sent.
Appointment dashboard
Upcoming appointments, reminder status per slot, and CSV import for your existing schedule.
Submission inbox
Every completed intake lands in one searchable inbox per form.
Recall-ready
The Practice tier adds we-miss-you and hygiene-due recall campaigns — the revenue engine practices stay for.