Structured intake questionnaires
Protocol-driven questions that route by symptom or service line, replacing free text your staff interpret by hand.
Async telehealth workflows
Add structured workflows to the platform you already run.
For clinics and telehealth companies whose existing website or platform needs real intake logic, a provider review queue, follow-ups and a live-visit option — layered in, not rebuilt from scratch.
- 15+ projects shipped
- 15+ clients
- HIPAA-aligned builds available
- Houston, TX
Async vs. sync
Most platforms need both, used deliberately.
Asynchronous (store-and-forward) care lets a patient submit information — a questionnaire, photos, symptom history — for a provider to review on their own schedule. It works well for routine, well-defined visits.
Synchronous care, live video or chat, is reserved for cases that genuinely need real-time interaction. We design the routing logic that decides which path a case takes, so providers aren’t doing live visits for work async could handle, or making real-time calls with too little information.
Capabilities
The workflow layer between intake and outcome.
Provider review queues
A queue providers work through asynchronously — approve, request more information, or escalate to a live visit.
Synchronous video/chat add-on
A live consultation path for cases that need it, wired into the same queue as async intake.
Automated follow-ups
Scheduled check-ins after a visit, with anything abnormal flagged back to a provider.
Refill request handling
Routine refill requests routed for fast provider sign-off, without another inbox to babysit.
Patient messaging
Secure messaging tied to the same record as intake and visit history.
Integrated with what you have.
- 1
Map the workflow
We trace how a case moves today, from first contact to follow-up, and where it stalls.
- 2
Define the rules
Questionnaires, routing and escalation rules written with your clinical leads.
- 3
Build & integrate
Workflow components built into your platform, connected to your records and scheduling.
- 4
Launch & tune
We watch real cases flow through and tune the rules and queues with your team.
Build it custom, or start from TAIOS.
TAIOS is our own AI clinical intake product. If your workflow is close to standard, it’s usually the faster, cheaper path. Custom work is for everything it doesn’t fit.
Custom development
Workflows built into your platform
- Built around your exact workflow and branding
- Fits your existing tools, EHR and integrations
- You own the resulting codebase
- Right when a general product can’t fit
Product
TAIOS
- White-label AI intake, with triage and follow-up agents in development
- Faster to launch than a ground-up build
- Predictable subscription pricing
- Right for clinics with a standard workflow
In detail
Designing an async workflow that providers trust.
Questionnaires that do the thinking
A good async questionnaire branches: answers change the next question, red-flag responses stop the flow and route the patient to urgent care or a live visit, and the provider receives the answers grouped the way they’d take a history — not as a long list of form fields.
Clear escalation rules
Every workflow needs an answer to “when does this become a live visit?”. We write those rules with your clinical leads — by symptom, answer, patient history or provider choice — and make escalation a single click, with the case context carried over.
Queues that match how providers work
Providers see what’s waiting, how long it’s waited and what needs them first. They can approve, request more information from the patient, or book a call, and every action is logged against the case.
Follow-ups that close the loop
After a visit, scheduled check-ins ask how the patient is doing. Normal answers close quietly; anything concerning goes back to a provider instead of sitting unread. Refill requests follow the same pattern, with sign-off kept with a clinician.
Add AI only where it helps
AI-assisted summaries can shorten review time on long intakes, while the rules engine stays in charge of clinical logic. See AI patient intake, or TAIOS for an off-the-shelf version.
Get started
Tell us about your current platform.
Let us know what you’re running today and where the workflow breaks down. We’ll reply within one business day.
- A reply within one business day
- An honest read on custom build vs. TAIOS
- A concrete scope and timeline after a call
More ways we help clinics.
FAQ
Workflow questions.
We already have a website or platform — do you need to rebuild it?
No. We integrate workflow capability into what you already run wherever technically feasible, and we’ll tell you plainly if your current platform can’t support it.
What is a store-and-forward or asynchronous telehealth workflow?
The patient submits information — a questionnaire, photos, symptom details — and a provider reviews and responds on their own schedule, rather than both needing to be online at once. It’s paired with live video or chat for cases that need real-time care.
Can you combine async and sync care in one platform?
Yes. Most builds route routine cases through async review and escalate to live video or chat only when needed.
Can questionnaires be specific to our protocols?
Yes. Questionnaire logic is built around your clinical protocols and routing rules rather than a generic form template.
Does this include provider dashboards?
A provider review queue is part of this work. For a broader provider dashboard and clinical review buildout, see telehealth software development.
How does this differ from telehealth software development?
This covers adding workflow capability to a platform you already have. Telehealth software development covers building a complete patient and provider platform from the ground up.
Ready to fix the gaps in your workflow?
Usman ShahFounder & Principal Engineer
Tell us what’s manual today — we’ll tell you what’s realistic to automate.
Book a 30-min call