OnTask
26 Case Studies
A OnTask Case Study
Suncoast Pediatric Therapy, a pediatric speech and language therapy center, faced the challenge of streamlining its lengthy patient intake process. Owner Deanna Lamb needed a digital solution to replace cumbersome paper forms and complex e-signature tools, wanting to create a cohesive and efficient onboarding experience for the parents of new patients while also making it easier for her remote practice to process the necessary paperwork.
They implemented OnTask, a no-code workflow automation platform, to digitize their intake packets. The solution allowed Suncoast to send all forms via a single link, which significantly shortened turnaround times and enabled services to begin sooner. Parents provided positive feedback on the mobile-friendly, HIPAA-compliant process. OnTask also incorporated a crucial PDF export feature at the customer's request, allowing forms to be uploaded to their EMR system. The efficiency gains from using OnTask have positioned the tool as a key part of the practice's planned future growth.
Deanna Carierra
Owner