AI-as-a-Service · HIPAA Compliant · Q2 2026

Automating Patient Onboarding for Modern Practices

End-to-end AI-driven platform that transforms paper-based intake into seamless digital experiences — from mobile upload to EMR population in minutes.

🏥 Built for SMB Healthcare 🔒 HIPAA Compliant ⚡ 70-90% Less Manual Entry
Processing patient intake...
📱
Patient uploads documents
ID, insurance card, medical history via mobile
🤖
AI extracts & validates
OCR, field matching, insurance eligibility check
🏥
EMR auto-populated
Epic, Cerner — verified data with review flags
Patient arrives ready
No clipboard, no wait — care starts immediately
90%
Practices still use paper
10-15h
Weekly staff hours wasted
30%
Patients lost to no-shows
$100
Starting per location/mo

Small practices are drowning
in paper-based onboarding

90% of small medical practices still rely on clipboards and manual data entry. Enterprise AI ignores them. Staff shortages make it worse every year.

10-15 hrs/week

Manual Data Entry

Staff hours wasted per employee transcribing handwritten forms, calling insurance, and correcting errors in the EMR.

20-30% no-show

Patient Drop-off

Incomplete or illegible forms lead to delayed appointments, frustrated patients, and revenue leakage from no-shows.

HIPAA Risk

Compliance Exposure

Manual PHI handling on paper and spreadsheets increases breach risk and exposes practices to regulatory fines.

Growth Blocked

Scaling Impossible

Admin overhead prevents multi-location expansion. Every new location means more staff doing the same manual work.

A phased approach that
meets practices where they are

We don't just drop software and leave. Our three-phase rollout builds trust, customizes for your EMR, then scales.

01

AI Literacy Consulting

Educate your practice on automation basics. Build comfort and identify the highest-impact workflows to automate first.

1-2 weeks
02

Custom Agent Development

Tailored AI workflows built for your specific EMR, forms, and intake process. Tested with real patient data.

4-6 weeks
03

Multi-Tenant Platform

Scalable service with shared infrastructure for cost efficiency. Grow from 1 location to 10 without rethinking the stack.

Ongoing

Everything you need for
frictionless patient intake

📱

Mobile Patient Portal

Patients upload IDs, insurance cards, and forms via mobile app before their visit. No more clipboards in the waiting room.

🤖

AI Data Extraction

Vision-enabled LLMs perform OCR, extract fields, and validate insurance eligibility in real-time with human-level accuracy.

🏥

EMR Integration

Auto-populates Epic, Cerner, and other EMRs with extracted data. Staff review flags ensure accuracy before commit.

⚙️

Workflow Automation

Triggers appointment reminders, schedules assessments, and generates personalized welcome messages automatically.

🔒

HIPAA Compliance

Private LLMs with full audit logs, end-to-end encryption, and role-based access. Data never leaves controlled infrastructure.

📊

Analytics Dashboard

Track completion rates, time saved, and onboarding metrics. Data-driven insights to continuously improve your intake flow.

Five steps from intake
to care-ready patient

Patient receives invite

SMS or email link to digital intake form — sent automatically when appointment is booked.

Upload documents

Patient takes photos of ID, insurance card, and medical history via mobile — takes under 3 minutes.

AI processes everything

OCR extraction, field validation, and real-time insurance eligibility check — all in seconds.

EMR auto-populated

Verified data flows directly into your practice EMR with staff review flags for anything needing confirmation.

Patient arrives ready

No clipboard, no waiting room paperwork, no redundant questions. Care starts immediately.

See SmartOnboard AI
in action

Experience the complete patient journey — from text message to care-ready arrival — in this 13-scene cinematic demo featuring real cardiology practice workflows.

Measurable results from
day one

70-90%

Less Manual Entry

Saving 10+ staff hours every week

50%

Faster Onboarding

From 45-60 min down to under 20

95%

Form Completion

Up from ~70% with paper forms

3 monthsROI payback period
15-25%Fewer no-shows
80-90%Fewer data errors
HigherPatient satisfaction

See your savings
in real-time

Input your practice details below and watch as we calculate your projected monthly savings and return on investment.

Your Practice Details

Your Projected Savings

0
Staff Hours Saved/Month
$0
Monthly Labor Savings
$0
No-Show Reduction Value
$0
Total Monthly Savings
$400
SmartOnboard Cost
$0
Net Monthly ROI
Immediate
ROI Payback Period
$0
Annual Savings
📊

Get Your Personalized ROI Report

We'll email you a detailed breakdown of your projected savings, implementation timeline, and next steps.

🔒 No spam. Just your savings report and a follow-up from our team.

* Estimates based on industry averages. Actual results may vary.

Simple, transparent pricing
that scales with you

Base Plan
$100/mo
per location
  • Core features included
  • Up to 500 processes/month
  • Email support
  • Analytics dashboard
Custom Integration
$200 setup
one-time
  • Tailored EMR connectors
  • Custom workflow agents
  • Priority support
  • Dedicated onboarding

🤝 10% referral commission to Max Power Technology for each new client

We've thought about
the hard parts

🔌

EMR Integration Complexity

Pilot testing with real cardiology clients across multiple locations. Iterative API connector development ensures compatibility before rollout.

🏢

SMB Adoption Hesitancy

Phase 1 AI literacy consulting builds trust first. We demo real ROI with your actual metrics before any commitment.

⚖️

Regulatory Changes

Flexible architecture with continuous HIPAA monitoring. Private LLMs ensure patient data never leaves controlled infrastructure.

Let's build the future of
patient onboarding

Ready to eliminate paper forms and give your patients — and staff — a better experience?

Q2 2026 Launch 3-6 Month MVP HIPAA Compliant Built on Max Power Infrastructure