From request to ready — in minutes
A simple, repeatable workflow your staff can run for every visit. Patients get a link. Your team gets a clear status view and an audit-ready packet.
Send requests before the visit
Create a request in seconds and deliver a time-limited link via SMS or email.
Patients respond instantly
Upload insurance cards, IDs, referrals, and intake docs — no accounts required.
Verify before the patient arrives
Staff see what’s complete, what’s missing, and what needs follow-up — in one view.
Automate & act
Turn verified documents into an audit-ready packet your team can use immediately.
Time-limited access
Each request generates a unique, expiring link — built for one visit and one patient.
Traceable by default
Every request, upload, and action is logged with timestamps for audits and accountability.
Automated follow-up
Built-in nudges help patients finish requests on time — without staff chasing.
One dashboard
A simple status view for every visit: complete, missing, waiting, or needs attention.
Want to see it live?
We’ll walk through a real workflow: request → upload → verification → ready packet.