How It Works

A simple, streamlined process to update your practice's intake workflow. From registration to results in minutes.

1

Register Your Practice

Create your account in seconds. No credit card required for the Free Tier, plus a 14 day trial to try out all assessments. You'll get instant access to your admin dashboard.

2

Configure Your Profile

Set up your clinic details and logo (Standard/Premium) so your patients recognize your brand on their assessment portal.

3

Select Assessments

Choose from our library of 46+ Assessments. Enable the ones relevant to your specialty (e.g., Mental Health, Functional Medicine).

4

Invite Patients

Send "Magic Links" via email directly from the dashboard. Patients click one link to start—no passwords or login required.

5

Patient Completion

Patients complete the mobile-friendly assessment on their phone or computer in under 4 minutes.

6

Instant Scoring

Our engine automatically scores the results, calculates risk levels, and flags any concerning answers privately to your results page.

7

View Results

Patients receive an immediate email with a link to access results securely — plus personalized next steps and a direct link to book a follow-up appointment.

8

Track & Follow Up

Track longitudinal progress with visual charts. Send smart, risk-adaptive follow-up emails with one click and keep patients engaged with automated care plans.

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