Healthcare Enrollment Automation Built for Speed
Four integrated products that streamline patient enrollment from form configuration to completion. Configure PDFs, build workflows, guide participants, and orchestrate multi-channel notifications—all in one platform.
Manual Form Routing Is Slowing You Down
Forms lost between patients, providers, and staff
Paper trails and email chains create confusion and delays
No visibility into completion status
You have no idea where forms are in the process
Constant follow-ups eating your time
Manual tracking and reminders consume valuable hours
Built on the Journey Metaphor
Forge products create the foundation. Finder navigates what's been forged. Compass guides the way.
Forge the Foundation
FormForge and StepForge create durable forms and workflows that serve as the foundation for patient journeys.
Navigate the Path
PathFinder helps end users navigate through the workflow path that's been created for them with role-based field visibility.
Orchestrate with Guidance
Compass API provides direction through multi-channel notifications and magic links, coordinating every step of the journey.
How It Works
From configuration to completion in four integrated steps
Configure Forms
Use FormForge to upload PDFs, place QR codes, and assign fields to specific roles
Build Templates
Create reusable journey templates in StepForge with sequential steps and webhooks
Launch Journeys
Compass API sends notifications with magic links via email, SMS, or fax
Complete Forms
Participants access PathFinder through magic links and complete their assigned sections
Four Products. One Seamless Journey.
FormBuilder
Configure interactive PDFs with role-based field assignments, QR codes, and eRx stickers. Define who completes what sections before a single form is sent.
StepBuilder
Create reusable journey templates that define sequential workflow steps. Launch patient journeys, monitor progress in real-time, and intervene when needed.
PathFinder
Enable participants to complete their assigned form sections through secure magic links. Role-specific visibility ensures users only see relevant fields.
Compass API
Orchestrate multi-channel notifications via email, SMS, and fax. Generate magic links, trigger webhooks, and maintain comprehensive audit trails.
Reduce enrollment time
Higher form completion rates
Track every interaction
Ready to eliminate enrollment bottlenecks?
Join healthcare organizations transforming their workflows