An automated process that streamlines client health information gathering.
Collect health data, doctors, and e-signatures in one secure link. No more manual entry, everything syncs straight to your CRM.
How it works
Three simple steps from link to CRM — no training required.
Agent sends a link
Generate a branded intake link from your dashboard and share it via text or email.
Client fills out info
Clients complete demographics, prescriptions, doctors, and compliance forms on any device.
Data syncs to your CRM
All responses flow into your CRM automatically with full audit trails and compliance records.
SOA & Consent Management
Digital Scope of Appointment, Permission to Contact, and ACA consent with e-signatures.
Doctor & Pharmacy Lists
NPI-validated provider search plus pharmacy lookup by ZIP code.
Year-Over-Year History
Returning clients verify last year's data instead of re-entering everything from scratch.
CRM Auto-Sync
Every form submission pushes data to your CRM with full field mapping and audit logs.
Medication Optimization
Fuzzy search across 88+ medications with dosage, frequency, and condition linking.
Multi-Product Support
Medicare Advantage, Part D, ACA, and supplemental plans in a single configurable flow.
1,200+
Surveys completed
24
Agents onboarded
15,000+
Medications tracked