Base pack features
What the starter pack includes.
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Patient intake form flow
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Booking request and review queue
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Document upload and secure file vault
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Status updates and activity feed
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Admin view for reception or practice teams
Medical Solution Pack sandbox
Patient Intake & Booking Pack
An interactive sandbox for centralising patient intake, booking requests, documents, updates, and admin follow-up.
Patient intakeBookingForms
Full-page sandbox
Included
Patient intake checklist and request status
Included
Document collection and admin review queue
Included
Automated updates for patients and staff
Open intake tasks
3
Completed
0
Admin saved
22%
Review new patient intake
Waiting
Upload referral letter
In review
Confirm appointment request
Ready
Patient documents
Referral.pdf
Medical-history.pdf
Consent-form.pdf
Activity
Patient viewed intake steps
Reception note added
0 requests completed
Potential enhancements
Add-ons when the workflow needs more.
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Role-based staff permissions
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E-signature integration
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Deposit or payment milestones
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Automated reminder emails
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Custom reporting exports
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