Skip to content
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Get Started
Home
Secure client account creation and access provisioning
Client Intake and Onboarding
Client Intake and Onboarding
Client Intake and Onboarding
Secure client account creation and access provisioning
Client Intake and Onboarding
Real-time client status tracking dashboard
Client Intake and Onboarding
Notification to staff of required sample collection
Client Intake and Onboarding
New client data capture and pre-screening forms processing
Client Intake and Onboarding
Digital consent and signature collection
Client Intake and Onboarding
Automatic validation of provided identification documents
Client Intake and Onboarding
Automated checklist for documentation compliance
Client Intake and Onboarding
Automatic updating of CRM with new client details
Client Intake and Onboarding
Automated welcome emails with test preparation instructions
Client Intake and Onboarding
Automated online appointment booking confirmation and reminders
Client Intake and Onboarding
Scheduled new client welcome emails
Client Intake and Onboarding
Notification triggers for incomplete intake documentation
1
2
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client Intake and Onboarding