Operating portal & patient onboarding system
An end-to-end HIPAA-compliant operating portal that runs intake, partner relationships, and team coordination in a single secure surface. Replaces a stack of spreadsheets, inboxes, and DocuSign with one governed system.
- →Lead generation engine for prospective patients
- →Tracks every interested patient through intake
- →Partner relationship CRM with auto warm-up flags
- →Cross-team conversation tracking so everyone stays aligned
- →Single source of truth for all details and communications
- →Virtual onboarding: applications + legally binding e-signatures
- →Built-in documentation compliance for every record
- →Resident payment tracking