Together we'll build the intake flow new patients use to join your practice — the screens, the questions, the rules for who qualifies, and the consent and payment steps behind them. It follows the stages you see on the left:
A clinic can have more than one intake flow, so the two general sections are answered once and saved for the whole clinic — the next flow will simply reuse them.
Worth thinking about before we start: your qualification gates — who qualifies, who doesn't, and who should go on the wait-list. Consent documents are already in your Canvas application; the flow retrieves and submits them for you, so there's nothing to gather.
The flow may need a few keys or settings to run (an API key, the signature on your emails…). Ones set up for your clinic are shared by all your intake flows; anything else I'll ask for once during Build and remember for next time. What we're building is real software, so the odd technical term will come up — ask me to explain anything, anytime. And jump in whenever you like: if I've missed something, just type it.
To start, click the Start Discovery button.