OnTask
26 Case Studies
A OnTask Case Study
a major lactation services company based in Illinois faced challenges with its time-consuming, paper-based patient intake process. These forms were difficult for new mothers to complete and required significant administrative effort from employees to print, scan, and manually enter data into their systems. Seeking a more efficient solution, the company turned to OnTask for its digital forms and workflow automation.
By implementing OnTask, the company digitized its patient intake, eliminating the need for printing and manual filing. The forms were integrated with their existing CRM via Zapier, automatically flowing data into their systems and drastically cutting down on administrative time. The solution was met with extremely positive feedback from patients. OnTask provided significant value, transforming the process and providing a foundation for further workflow automation within the company.
Jeanne Cyngus
Founder