Use Cases

1) Pre-Visit Document Collection

• Send patient a secure link by SMS/email
• Collect insurance card (front/back) + photo ID
• Validate file types/sizes and confirm receipt
• Staff reviews in a unified dashboard

Outcome: fewer check-in delays, fewer rescheduled visits.

2) New Patient Intake

• Capture intake forms + demographic details
• Attach documents to the patient record
• Flag missing items before the visit

Outcome: reduced clipboard chaos, cleaner handoff to clinical staff.

3) Imaging / Prior Auth Readiness

• Collect referral + prior auth documents
• Request missing info with a resend flow
• Centralize proof for payer interactions

Outcome: fewer day-of cancellations and denials.

4) Eligibility & Coverage Prep

• Ensure payer/member info is available early
• Route “needs attention” cases to staff
• Track completion states (requested → uploaded → reviewed)

Outcome: faster billing cycle, fewer surprises at check-in.

Primary Care

• Annual visits with insurance verification
• New patient paperwork ahead of time
• Fewer front-desk phone calls

Cardiology / Specialty Clinics

• Referral + insurance + ID readiness
• Reduce “missing doc” appointment churn
• Better pre-visit work queues

Radiology / Imaging Centers

• Prior auth + referral collection
• Clear audit trail of received documents
• Lower same-day reschedule risk

Urgent Care (Selective)

• Follow-up visits with quick doc capture
• Streamlined registration for repeat patients
• Less time at the desk

Front Desk

• Less scanning, fewer interruptions
• Clear “what’s missing” checklist
• Better patient throughput

Billing

• Cleaner insurance info earlier
• Fewer eligibility rework loops
• More consistent documentation

Managers

• Operational visibility (completion rates, bottlenecks)
• Fewer missed appointments
• Improved patient satisfaction

Patients

• Upload from phone in under a minute
• Less time in the waiting room
• Clear confirmation that docs were received