01
Assemble the steps
Every funnel is a sequence of screens: landing, questions, intake, consent, checkout. Add, reorder, and configure them like slides in a deck.
The patient intake builder that thinks in funnels.
Eligibility, intake, consent, and checkout assembled like slides in a deck. Route patients based on answers, without engineering.
Visual editor Assemble steps, question types, and content blocks. Add, reorder, or remove without a dev ticket.
Logic & routing Branch by eligibility criteria, answers, or patient intent. Route automatically to the right outcome.
Consent & disclosure Add timestamped consent acknowledgements at the right moment in the flow, built in, not bolted on.
Preview & publish Walk through the patient experience before going live. Share preview links for team review.
How the builder works
Three moves, all on one canvas.
02
Wire the logic
Routing rules connect the steps: conditions on any answer decide what a patient sees next. The canvas shows every path, so dead ends have nowhere to hide.
03
Preview and publish
Walk the patient experience end to end, share a preview link for team review, and publish to a hosted link or embed the moment it looks right.
Launch fast. Improve continuously.
Non-technical operators own the iteration cycle end-to-end, from analytics insight to published change, same day.
01
Launch
02
Measure drop-off
03
Edit in builder
04
Publish improvement
Every block you need
Questions, payments, scheduling, AI. Every block drops into any funnel, no code required.
How often do you exercise?
Daily
A few times a week
Rarely
Card number
4242 4242 4242 4242
12 / 28
CVC
Date of birth
04
14
1991
MMDDYYYY
Phone number
US+1 (415) 555-01
Scheduled at
01/02/2026
9:009:3010:15
Identity verified
Care provider
Dr. Olivia Brye
Current medications
Add a medication
Where should we focus?
FaceEyesNeckHands
Most recent readingNormal range
120 sys
80 dia
Have you used a GLP-1 before?
YesNo
Sign to consent
ClearSave
Drop your lab results
lab-results.pdf
HeightWeight
5 ft
10 in
150 lbs
BMI 21.5, eligible
Insurance provider
Blue Cross Blue Shield
Member ID
‹February 2026›
SMTWTFS1234567891011121314
Built for real health program workflows.
The builder handles the full spectrum of health intake, from simple screening to complex multi-path eligibility.
GLP-1 & weight loss
Eligibility quiz, clinical history, consent, and subscription checkout, with branching for ineligible patients to a waitlist or alternative path.
Aesthetics qualification
Pre-qualify patients for specific treatments, filter out low-intent bookings, and route to the right provider or service tier before booking is confirmed.
Telehealth onboarding
Collect structured health history before the first consult so clinicians arrive informed. No manual intake at the start of the appointment.
HRT & hormones
Complex eligibility, sensitive question types, multi-path outcomes, and consent capture, without writing custom routing logic.
Mental health screening
Standardized screening instruments, severity routing, and care-level matching in a structured flow that keeps clinicians focused on the patient.
Common questions
See a flow built for your program.
We'll review your current intake process and show a working draft you can iterate on in one session.
Book a Demo Security overview