Primary care intake that routes patients to the right next step.
Handle multiple visit reasons with one adaptable, multi-step flow.
Common blockers.
What we hear most often before teams switch to a unified builder.
- Many visit reasons
- Hard to design one intake that fits all.
- Scheduling friction
- Patients don’t know where to start.
- Operational overhead
- Manual triage consumes staff time.
How it works
A guided flow from first question to organized outcome.
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Reason for visit
Route by need.
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Intake
Collect details.
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Next step
Schedule or follow-up.
Everything you need.
PathwAI handles the infrastructure. Your team focuses on patients.
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Conditional routing
Route by answers and criteria to the right next step.
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Eligibility + intake
Combine qualification with progressive intake where needed.
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Consent & disclosures
Capture acknowledgements in sensitive workflows.
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Checkout
Collect payment at the right moment to reduce drop-off.
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Themes
Keep journeys on-brand and patient-friendly.
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Analytics
Measure completion and improve over time.
Recommended flows
Combine these building blocks in PathwAI to match your program.
Built for regulated health workflows.
- HIPAA-compliant safeguards and handling
- Secure data handling
- Audit logs and operational controls (Enterprise)
Common questions
Can we tailor this to our program?
Yes—adjust steps, criteria, and messaging to match your workflow.
Can we route different cohorts differently?
Yes—use branching to route patients to the right outcome.
Can we start with a template?
Yes—start from a baseline and iterate from there.
See a Primary care flow built for your program.
We’ll map your current funnel and show a working draft you can refine quickly.