Preparation shaped by your protocols
Prepare instructions around the appointment, your clinic’s guidance and the patient’s circumstances.
Solutions / Before the visit
Prepared patients.
Better-informed teams.
Help patients arrive prepared and give your professionals the context to make the appointment count.
A medication list ready for review
Collect the patient’s current list and surface differences for a professional to reconcile.
Less paperwork before the visit
Guide patients through required questionnaires and consent forms, with the clinic’s consent process retained.
haily healthIllustrative workflow
Alex · Example patient
“What should I prepare before my appointment?”
Start with your clinic’s preparation guidance.
For your care teamPrepared for the appointment
Preparation questionsFor review
A named professional when needed
Illustrative journey
Room for the patient’s questions
Help patients understand their approved preparation instructions and bring unresolved concerns to your team.
Reach patients where they are
Scope voice, SMS, chat or portal outreach around patient preferences and supported connections.
Concerns reach the right person
Bring preparation issues to a named professional before the appointment, with the relevant context.
Keep the clinical record connected
Scope how preparation responses and booking changes return to your EHR, including any write-back requirements.
Channels, scheduling and record updates are confirmed during scoping. Clinical decisions remain with your professionals.