Our forms, documents, and signatures are HIPAA compliant so you can safely collect and manage health data online.
Easily collaborate on submissions and approvals for assessments, visits, prescriptions, and student requests.
Control how information is shared across people and departments with intuitive logic and routing tools.
View and filter form submissions to unlock insights on students that can help you improve your services.
Ensure your online forms are accessible to all internet users, regardless of disability status, with WCAG and Section 508 compliance.
Emily wants to schedule an appointment with a counselor at her school's student health center. She goes to the university website and fills out a workflow intake form that includes sections for a mental health assessment, counseling consent, medical history, and insurance. This data is automatically routed to the proper staff so they can prepare for Emily's visit.
Kathy is a mental health counselor at Emily's school. During the appointment, she uses the workflow form on her tablet to refer to Emily's mental health assessment and take session notes. She uses this information to quickly create a behavioral health treatment plan.
Bill is the senior mental health counselor at Emily's school. He reviews Kathy's assessment and proposed treatment plan, adds his own comments and suggestions, and approves Kathy's request to schedule additional counseling sessions with Emily.
Bill and Kathy’s notes are automatically populated into a document that can be sent to Emily so she can review their recommendations and provide her signature.
After signing, a copy of the document is sent to Emily, Kathy, and Bill for their records. A copy is also sent to the student health department’s database for storage and future reference.
A survey is sent to Emily so she can provide feedback on her experience. The staff uses this information to further improve their mental health services for the student community.