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A solution for managing prospective patients and the onboarding process prior to beginning care.
Contact partnerThis CRM-Based intake and onboarding solution provides a HIPAA-compliant way to communicate with prospective patients, collect intake information, and track the onboarding process before beginning care. Customizable views provide a team- and task-based workflow, and live reporting dashboards provide real-time insights into conversion rate, onboarding duration, team performance, team workload, sales activities, and referral sources.