The information was already given by the client, but it was left in a chat that no one can find. It is requested again.
Module ·Forms
The information your business needs, captured the same every time.
A clinical history, a credit application, an on-site inspection, the registration of a student: put together the form that your process needs and everyone who fills it out captures the same thing, in the same format, always.
Quick historyForm · 3 questions
reusableP1Date of birthShort answer
P2Who referred you?Short answer
P3I accept the privacy noticeConsent
Three things that are made by hand today.
One puts the date, another doesn't; one asks for discharge, another forgets. The files cannot be compared.
Printed consents, Excel sheets and notes on the cell phone that are not in any file.
What you are seeing.
Quick historyForm · 3 questions
reusableP1Date of birthShort answer
P2Who referred you?Short answer
P3I accept the privacy noticeConsent
- 01At the appropriate level
There is information that belongs to the client forever and other information that is for a single visit. Each form is anchored where it makes sense.
- 02Mandatory when it matters
Mark the fields that no one can skip and leave the others optional. The process does not progress halfway.
- 03Signature included
Consents and authorizations are signed within the same form, dated and without printing anything.
- 04Defined once
The form you put together today is used by the entire team tomorrow. Nobody improvises questions on their own.
How the agent uses it. How your team uses it.
It's the same screen and the same record. It changes who acts.
12/03/1991 and Ana López referred me.
DecideRecognize that the two answers correspond to questions on the open form.
RunSaves the answers and leaves them in the client's file.
Miriam, school control
Open the student's file, see which document is missing and fill out the form from the profile without requesting it again.
Everything is left in the log with name and time, just as if an agent did it.
The operations where this module makes the difference.
Clinics and offices
Dental, aesthetics, veterinary, physiotherapy
The receptionist cannot cover the front desk and WhatsApp at the same time.
View operation →Education and academies
Schools, courses, gyms, nurseries
One hundred messages a day during registration season.
View operation →Stop chasing data that the client already gave you.
Tell us what you ask of your clients today and we will show you how to get to the file alone.
See all five modules