Simple Interact

This is HtmlBody -       Simple Interact is a mobile-friendly Front Office Automation platform that speeds up your patient workflow while reducing staffing needs. You can pick and choose from the following suite of services:

  • HIPAA COMPLIANT FORMS: Intake, Image capture (Insurance card, Driver’s license, Selfie), Medical history, Screenings, Legal, Informed consents, Initials, eSignature, Educational marketing.
  • PATIENT ENGAGEMENT: Reminders with ability to confirm/cancel/request-reschedule, Broadcast messages, Pre & post encounter instructions.
  • CONTACTLESS HEALTHCARE: Patient self-sign-in with address/insurance verification, Virtual waiting room, and Telehealth reminders and consent.
  • PATIENT FEEDBACK AND ONLINE REVIEWS: Surveys, Review requests for location and provider listings.
  • SCHEDULE RELATED AUTOMATION: Automated filling of cancelled appointment slots, Appointment request forms, Referral request forms, and Request management.

Business Benefits you Can Expect:

  • Speed up your workflow by automating form filling and data push activities prior to a patient visit.
  • Reduce staffing needs by automating repetitive scheduling, check in, and communication tasks.
  • Improve provider utilization by accommodating more visits per day and by filling cancelled appointment slots.
  • Implement social distancing by promoting contactless intake, image capture, and patient self-sign-in.
  • Increase sign ups to ancillary services or research studies using educational marketing forms.
  • Increase patient acquisition by improving online reputation on review sites.

Patient and Staff Experience:

  • Patient finds you online due to online reputation
  • Patient fills online appointment request forms
  • Staff reviews request
  • Staff schedules appointment


  • Patient receives timely confirmation requests (Email, SMS, Voice)
  • Patient can confirm, cancel, or request a reschedule
  • Patient receives pre-procedure instructions
  • Staff can broadcast a message to patients (ex: clinic is cancelled)
  • Same day reminders reduce no shows and staff time
  • Patient is automatically notified of an earlier slot that just opened, and allowed to reschedule
  • Staff see a fuller schedule due to canceled slots being filled


  • Patient receives timely requests to fill forms
  • Patient fills forms on personal device (smart phone, tablet, computer) 
  • Patient is presented with appropriate forms using show/hide logic
  • Patient fills forms well before the appointment
  • Staff can send ad hoc requests to patients that have not filled forms
  • Images (insurance card, license, selfie) are auto uploaded to patient record  
  • Discrete data (demographics, med history) is auto pushed to patient record
  • PDFs of completed and signed forms are auto uploaded to patient record
  • Workflow is sped up, staff time is reduced, and contactless intake is achieved
  • Staff is made aware of patient interest in ancillary services or research studies
  • Staff can view screening scores (ex: PHQ-9, KOOS) to track progress


  • Patients receive same day reminder with directions to location (Onsite visit) or video conference link (Telehealth visit)
  • Patient self signs in to complete address verification, insurance verification, annual legal form signing, and COVID questionnaire prior to arrival
  • Front desk staff has access to a task list to help process the signed-in patients.
  • Medical staff has access to a task list to triage patients that screened positive in the COVID questionnaire
  • This reduces staff time and achieves contactless check in


  • Staff asks patient to sign additional informed consent forms on a tablet
  • Patient reviews and signs
  • PDF of signed consent is auto uploaded to patient record


  • Patient receives a survey request
  • Patient posts an online review on Google, Healthgrades, and other listings of the location or provider
  • Patient receives a post encounter reminder to perform additional tasks
  • Patient receives an email blast about other services

SI Brochure.pdf