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Healthcare · CRM

CarePath

Patient intake and referral tracking built for small clinics without an IT department. Referrals stop disappearing into fax queues and inbox folders.

IndustryHealthcare
TypeClinic CRM
Modules10 views
DemoFully interactive

The problem

Small clinics lose patients at the intake stage — referrals sit unread, intake forms never come back, and the front desk spends half its day on reminder calls nobody tracks.

What we built

CarePath centralizes referrals, intake forms, appointments, and patient records in one screen. Automated reminders chase incomplete forms and upcoming visits so staff don't have to.

  • Referral pipeline with triage status at a glance
  • Digital intake forms with completion tracking
  • Appointment calendar per provider
  • Care plans with review dates
  • Patient & insurance billing in one ledger
  • Message log — every reminder and notification recorded

Try it

The live demo runs entirely in your browser with fictional data — no signup. Click through the sidebar: Dashboard, Reports, Referrals, Intake forms, Patients, Appointments, Care plans, Staff, Messages, Invoices, Payments, Settings.

Need a system like this?

Tell us how your clinic runs — we'll show you what it could look like.

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