Intake That Runs Itself
Elise collects patient forms, verifies coverage, and preps every chart before the visit, so your patients walk in ready and your teams never chase paperwork.
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INTAKE FORM MANAGEMENT
One Place for Every Patient Form
Upload your existing forms as PDFs and the data will automatically flow directly into your EHR with no manual entry required.
EHR-Integrated Customizable Form Builder
Existing forms upload easily as PDFs or you can build custom questionnaires for patient intake, all uploading directly into your EHR for seamless provider access.
Dynamic Workflows Based on Scheduling Actions
Pre-appointment questionnaires trigger automatically to save clinician time and Elise follows up throughout the patient's care journey with interactive questionnaires.
Context Sharing Across the Patient Profile
Previous responses are saved to reduce friction for returning patients, who get a patient-facing history view through a single portal for all patient access.
PRE-VISIT READINESS
Financial Clarity and Chart Prep, Fully Automated
Outreach, deductible calculation, and chart prep happen automatically, so nothing is left outstanding by the time the patient walks in.
Automated Outreach
Elise proactively reaches out to collect outdated patient information, complete forms, and confirm appointments, following a customizable checklist and cadence.
Financial Clarity, Built In
Coverage, deductibles, copays, and coverage limits are verified in real time so patients know what's covered and what they owe before they arrive.
Know Where to Look
Anything missing pre-appointment is flagged directly on the appointment as designated fields in the EHR, so staff know exactly what to focus on.