Match your look and feel
Apply your brand colors and styling across the enrollment flow so it feels native, trusted, and consistent with the rest of your practice experience.
ENROLLMENT
Enroll patients in under five minutes with compliant, secure billing.
Patients can enroll fast while staying contractually compliant from start to finish. Secured billing is built into the flow, and patients can enroll families, individuals, or child-only accounts.
CUSTOM BRANDING
Brand your enrollment your way to match your aesthetics and colors.
Customize the enrollment experience so it feels like a natural extension of your practice. Apply your branding, match your visual identity, and configure one or multiple locations so patients always enroll in the right place with confidence.
Add your branding
Display your logo and practice identity throughout enrollment so patients instantly recognize who they’re enrolling with.
Configure locations
Support one or multiple locations with built-in routing so patients enroll under the correct practice and see the right details every time.
Step 1 Information
Collect essential details without slowing patients down
Enrollment begins with a clean, mobile-first form designed to feel familiar on any device. Patients are guided through only what’s necessary, reducing cognitive load and eliminating unnecessary friction from the very first interaction.
Logical grouping, smart formatting, and real-time validation prevent common errors early, helping patients move forward confidently without second-guessing their inputs.
- Captures patient and household information in one streamlined flow
- Optimized for mobile and desktop experiences
- Minimizes drop-off with intuitive validation
Step 2 Contract
Present agreements clearly and capture consent confidently
The enrollment agreement is presented in a focused, distraction-free step that’s easy to read and intentionally hard to overlook. Key terms and plan details are surfaced clearly so expectations are set upfront.
Required acknowledgements are captured before proceeding, creating a complete, compliant enrollment record without interrupting the flow or slowing patients down.
- Displays disclosures and plan terms in plain language
- Captures required consent and acknowledgements
- Generates a reliable, documented audit trail
Step 3 Billing
Complete enrollment securely in one seamless flow
The final step securely collects billing details with clear messaging about what happens next. Patients understand exactly what they’re submitting and what to expect after confirmation.
With payment information captured upfront, practices can automate recurring charges, eliminate manual setup, and ensure enrollment is fully completed before patients leave the page.
- Securely captures payment information
- Eliminates manual billing follow-up
- Completes enrollment in a single, continuous experience
Enrollment access
Enrollment that fits your practice and meets patients anywhere.
Put enrollment wherever patients already interact with you—online, in-office, or out in the world. One consistent experience that’s always within reach.
Works across
- Websites
- In-office materials
- QR codes
- Marketing
- Mailers
Self-serve
24 7
patient access
Let patients enroll on their own time—no calls, no waiting, no office hours. Share a link or QR code and they can complete enrollment from any device in minutes.
- Works on mobile, tablet, and desktop
- Always available, even after-hours
- Perfect for websites, email, and QR codes
Direct Enrollment
Enroll patients right in your office—inside your system
When patients want a helping hand, your team can enroll them on the spot using your existing workflow. It’s perfect for higher-age demographics or anyone who doesn’t want to handle links, passwords, or extra steps— they leave your office already enrolled.
- Enroll during check-in, checkout, or phone calls
- Ideal for patients who prefer in-person support
- Reduces drop-off by completing enrollment in one visit
Invites
Send a patient an invite to enroll
Reach patients with a clear, branded message that feels like it came from your office. Personalize details, choose the best channel, and time delivery so enrollment happens when it’s top-of-mind— before a visit, after a consult, or right after a referral.
Designed to convert
Templates + scheduling help patients start fast and finish more often.
- Write it your wayUse your language and tone so the message feels like it came from your office.
- Personalize per patientTailor details so it feels one-to-one, not like a blast.
- Deliver at the right timeSchedule sends so patients receive the invite when they’re most likely to complete it.
- Make it effortless to startInclude a direct link (and optional QR) so patients can begin in one tap—no searching or logins.