Workflow Portal

Completed forms that don't get lost, forgotten or left waiting.

With email delivery, a completed form is a PDF in somebody's inbox, and what happens next depends on who opens it. The Workflow Portal gives your front desk one organized, visible place instead: every form, who's handling it, and what's done.

Get your first form free Talk to us about the Workflow Portal
The Workflow Portal Submissions screen: a search box, a tab for each step from New to Processed, and the day's forms from fictional patients, each with its status.

Every submission in one place

Find incoming forms and see what needs attention.

  • The moment a patient finishes, the form is in Submissions under New, and a short email tells your team it's ready.
  • New, In progress and Processed are built in. Add steps of your own, like Insurance checked.
  • Search by name, phone number or any answer, today or a year from now.
A completed form open in the Workflow Portal: the fictional patient's answers section by section, a flag on Medical History, and the Where it stands card with each step ticked off.

Keep your team moving

Review answers, flag follow-ups, and track progress.

  • Open a form and read the answers as the patient gave them. Copy this part copies a whole section, ready to paste into your practice software.
  • Something to check with the patient? Flag the answer and it goes on the Follow-up list, where it stays until it's resolved.
  • Mark each step as it's done. Where it stands shows who did what and when, so no form sits with nobody on it.
The Audit log: who did what and when, with filters for the person, the action, the form and the period, and a Download as a spreadsheet button.

Know what's been done

See who accessed a submission and when.

  • Every view and download of a submission is recorded with the person and the time. Your administrators see the whole log, including every access by us, and can download it as a spreadsheet.
  • Kept for six years and never changed, by you or by us.
  • Both plans have the log. The Workflow Portal keeps every form, so it can answer who opened one months later; with Direct Delivery, we hold our copy of a form for 30 days, then delete it.

Example screens with fictional patients.

Also part of the plan

  • Setup and staff training included

    We set up your portal and show your team how to use it, then keep helping fit your forms to your office's workflow.

  • A sign-in for each person

    Individual staff accounts with two-step sign-in or passkeys. Your administrators invite their own team.

  • Kept while you're a client

    Submissions stay in your portal unless you ask us to set a shorter period. Secure email delivery is available too.

What it costs

Workflow Portal is $1,990 a year, portal setup and staff training included. Direct Delivery is $890 a year: the same secure forms, delivered as PDFs by encrypted email, without the submissions workflow. Form builds are priced separately on either plan.

The difference between the plans is $1,100 a year. What it buys is that no completed form depends on somebody's inbox.

Compare the plans side by side

See it with one of your own forms.

Send us a form you use today, up to two pages. We build it free, you try it from start to finish, and you choose a plan when you're ready. Or tell us about your office and we'll walk you through the Workflow Portal.

Get your first form free Talk to us about the Workflow Portal

Live patient use requires an annual service plan and a signed Business Associate Agreement.