Pass patient type (new/returning), insurance status, and appointment type via identify(). Guidez tailors the onboarding flow to each patient's specific situation.
A step-by-step checklist walks patients through account verification, insurance card upload, and consent form completion — with progress saved across sessions.
A targeted tour walks patients through your scheduling interface at exactly the right moment — reducing abandonment at the highest drop-off point in digital health onboarding.
The Guidez AI Guide answers patient questions about appointments, insurance, and platform features 24/7 — reducing inbound support volume and HIPAA-safe deflection.
Step-by-step in-app guidance walks patients through insurance card upload, plan selection, and verification status — the highest drop-off step in digital health registration.
An AI-generated tour guides patients through your scheduling interface, explaining provider selection, appointment types, and telehealth vs in-person options.
A persistent checklist tracks completion of consent forms, medical history, and pre-visit questionnaires — with automatic reminders for incomplete items.
In-app banners remind patients to complete missing forms, confirm insurance, or join their telehealth visit — reducing no-shows and late documentation.
Describe your patient onboarding flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your patient onboarding — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. Healthcare SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your patient onboarding — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during patient onboarding — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your patient onboarding — actionable data in a single dashboard.
Other Healthcare SaaS workflows