Case Study: Soliant Consulting achieves a secure, streamlined patient intake process with Intellistack

Michelle Quickly Develops a Secure Patient Intake Process

Soliant Consulting needed a fast way to build a secure digital patient intake process for a healthcare client facing a surge in telehealth demand, but the team had only a month and no time to develop a custom solution. They turned to Intellistack’s Formstack platform to create a web-based intake workflow that could send patient data directly into Salesforce, while also handling documents, consent, and billing needs.

Using Intellistack, Soliant Consulting implemented an end-to-end intake-to-billing process with online forms, document generation, and e-signatures integrated with Salesforce. The solution helped the client process up to 80 new forms a day, streamline insurance verification with uploaded card images, and improve efficiency across intake and billing, while also creating a better user experience.

Soliant Consulting

Michelle Lavalette

Business Analyst