FormBuilder
Design and configure intelligent PDF forms with role-based field assignments
☑ Upload PDFs and assign fields to specific roles (patient, provider, staff)☑ Visual form editor with drag-and-drop field mapping
☑ Validation rules and conditional logic
PathBuilder
Create multi-step workflows with automated routing and notifications
☑ Define sequential or parallel workflow steps☑ Configure email, SMS, and fax notifications per step
☑ Set up automatic reminders and escalations
PathFinder
Real-time tracking and monitoring of all form workflows
☑ Live dashboard showing all active workflows☑ Track completion status and bottlenecks
☑ Detailed audit logs for compliance
Compass API
Integrate workflow automation into your existing systems
☑ Programmatic workflow management
☑ Webhooks for real-time event notifications
☑ Connect with EHR, CRM, and other healthcare systems
Smart PDF Configuration
Assign fields to roles. Define workflows. Deploy in minutes.
Automated Routing
Send via email, SMS, or fax. Track every step in real-time.
Real-Time Tracking
Know exactly where every form stands. No more chasing.
Role-Based Field Assignment
Assign specific form fields to patients, providers, or staff members
Multi-Channel Notifications
Send via Email, SMS, or Fax based on recipient preference
Magic Link Authentication
Secure, passwordless access for all participants
Real-Time Progress Tracking
Monitor every workflow step with live status updates
Webhook Integrations
Connect with your existing systems via API
Audit Logging
Complete compliance trail for every interaction