Paper intake, digital in 48 hours: what actually happens
Growth Marketer · · 6 min read
A front-desk walkthrough of the first two days — from emailing us your existing PDFs to patients filling forms on their own phones, with completed files landing back in your EHR folder.
Going digital does not have to be a project. For most clinics, the entire switch happens in two working days, and your front desk barely changes its routine. Here is what the two days actually look like.
Day one is yours. You email us the intake PDFs you already use — the new-patient packet, the consent forms, whatever lives in the binder at the front desk. We read every field, map them to their exact positions on the page, and stand up a portal at your branded URL. Nothing about your forms changes; patients see the same questions, just on a screen.
Day two is verification. You log in, send yourself a test link, and fill the form on your phone the way a patient would. When you submit, the completed PDF downloads with the answers overlaid at the right spots and the patient name in the filename. You drop it into the same EHR folder you always have.
That is the whole switch. No integration, no migration, no IT ticket. The clipboard goes away and the workflow your staff already knows stays exactly where it is.
See your own forms, digital.
Send us your intake PDFs and we'll have your branded portal live, usually in under 48 hours.