No More Waiting Room Stress
When paperwork is handled ahead of time, patients aren't stuck filling out 18 pages in the lobby while their appointment window shrinks. They walk in, sit down, and get seen.
5 clinic pilots live as of May 2026
The patient's done.
The paperwork should be too.
Your front desk stops doing paperwork. Patients stop waiting on it. Same EHR, same forms, same workflow — minus the part everyone hates.
30 days free · no credit card · live in under 12 hours
LOIs signed · clinics running the 30-day pilot
Bryan Williams OD
Vibhash Kumar MD
Dr. John Raji
Cody Whiddon
Under 12 hrs
from intake packet to live
45 min → under 5
per new-patient intake
33 hrs / week
back to your front desk
Runs alongside any EHR you already use
Epic
Athenahealth
eClinicalWorks
NextGen
Kareo
DrChrono
+ any EHR that takes a PDF
Not an EHR. Not a portal. Not a PDF builder.
The layer that handles
The layer that handles
what those don't.
Intake, consent, prior auth, specialty questionnaires — every outside-EHR form your clinic runs on, automated. Your front desk takes care of patients. Sorta takes care of the paperwork.
One entry. Two ways in.
Patient info entered exactly once
Either the patient self-serves from a text link before the visit, or your front desk handles it at check-in. Sixty seconds either way — every form in the packet picks it up automatically. Name, DOB, insurance, the works.
Your forms, unchanged
Keep the packet you already use
Send us the intake packet your clinic already uses. We do the mapping and review every field by hand before go-live. Nothing about your forms changes.
Patient self-serve
Send a link. Done before they arrive.
Text or email patients a one-time link before the visit. They fill the intake on their phone — every form in the packet is already done by the time they walk in.
Compliance built-in
HIPAA from day one
Encrypted at rest and in transit. Signed BAA with every clinic. PHI region-locked to the US. SOC 2 Type II in progress.
Which one are you?
Two types of clinic.
Two types of clinic.
Same problem. Same fix.
Still on paper or basic EMR
Your front desk is still filling out forms by hand
Patients fill out intake on their phone before the appointment. Your staff doesn't retype any of it — the whole packet is ready to print or sign by the time check-in starts. Same-day setup.
✓ Patient fills out on phone pre-visit
✓ Zero re-typing for front desk
✓ Your existing forms, unchanged
"I watched our receptionist type the same patient name 18 times in one morning. That's what Sorta eliminates."See it in 2 minutes →
Already on Athenahealth, Epic, or a portal
Your EHR handles intake — but not everything outside it
Consent forms, prior auth packets, specialty questionnaires — the stack that lives outside your system and still gets filled manually. That's the gap Sorta closes.
✓ Handles forms outside your EHR
✓ Zero disruption to existing workflow
✓ Closes the gap your portal misses
"Sorta addresses a real operational challenge our clinic faces daily." — Vibhash Kumar MDSee how it works →
Setup
Up and running in a week.
Three steps from sending us your intake packet to running every visit on Sorta.
Step 1
Quick Setup
Send us your existing PDF intake packet. We map every field. Human-reviewed. Live in under 12 hours. You don't change a single form.
Drop your PDF intake forms
Drag and drop or click to browse
New_Patient_Intake.pdf
18 pages · 42 fields mapped
HIPAA_Consent.pdf
Mapping fields…
New patient · 60-second intake
Daniel Schmidt
Auto-syncing 42 fields
Legal name
Daniel Schmidt ✓
Date of birth
02 / 14 / 1978 ✓
Insurance carrier
Aetna PPO
Intake_Packet_Torres.pdf
Page 3 of 18 ▾
PATIENT MEDICAL HISTORY
Patient Name: Maria Torres
Date of Birth: 03/14/1988
Insurance: UHD-884-221-09
Emergency Contact: Carlos Torres (spouse)
Signed by patient · verified ✓
Pricing
30 days free.
30 days free.
Then $300/mo — only if you stay.
No per-form fees. No contracts. No credit card to start.
30-day pilot
Independent Clinic
For independent outpatient clinics ready to stop doing paperwork by hand.
FREE
for 30 days
$300/mo after — only if you stay. Check out the demo →
Unlimited patient records
All your existing forms, mapped by us
Print-ready packets · hand off to your EHR
HIPAA-compliant · BAA included
Email support · fast response
30-day free pilot · no credit card
No contracts. Cancel anytime. We're confident you'll stick around.
Benefits
One tool. Three people's day gets better.
Tailored for the three people whose day Sorta changes most.
For Front Desk
Patients in. Packets done.
No more 45-minute morning prep. Walk in at 8, start seeing patients at 8.
Type once. Every form in the packet picks it up.
Name on the intake form? It's already on the consent, the insurance form, the specialty questionnaire.
AI reads your existing forms.
Even the hand-drawn checkboxes and the weird layouts. Send us a PDF, Sorta maps every field.
For Clinic Owners
$300/month.
Pays for itself in day one.
Less than one shift of temp coverage. Replaces hours of admin every day.
$300/month flat.
No per-user, no per-form, no contracts. Cancel anytime.
33 hours/week back.
Reclaim your front desk's morning. Or send them home on time.
For Patients
No clipboard. No re-typing.
Fill it on the phone before the visit. Walk in done.
Done before they walk in.
Text or email a one-time link. Patients fill the packet from any device.
Audit-grade records.
Every submission locks into an immutable snapshot. Patients see exactly what was sent.
Because It's Really About the Patient
Every minute your staff saves on paperwork is a minute they get back with the people who matter most.
Their Information, Handled with Care
Patients trust your clinic with their most personal information. Entering it once — accurately — means fewer errors, fewer corrections, and more confidence that their care starts on the right foot.
More Face Time, Less Paperwork
When your staff isn't buried in forms, they're present. They're greeting patients by name, answering questions, and making people feel like more than a chart number.
We built Sorta because we've been on the other side of that clipboard. We know what it feels like when the system slows down the care.
Showcase
Trusted by Owners,
Trusted by Owners,
Loved by Front Desks
Real quotes from the people who've used Sorta or know the problem firsthand.
"Sorta addresses a real operational challenge our clinic faces daily."
Vibhash Kumar MD
Pediatric & Fetal Cardiology · El Paso, TX
Across the active pilots
33 hrs
front-desk hours reclaimed every week, per clinic
"The big names in clinical healthcare don't really cater for small clinics. They end up following processes on paper. That's your niche."
Rosie Sanchez
Assistant CIO · Texas Tech Health Sciences · 19 yrs healthcare IT
"Most of our complaints is operations. It's a stupid, manual, tedious task that takes too long."
Clinic Manager
NYC Physical Therapy Clinic
LOI signed
Bryan Williams OD
Optometry · Active 30-day pilot
Running Sorta now
Emi Rodriguez
Founder · Former PCT · El Paso, TX
"I watched clinic staff re-type the same patient info eighteen different ways. I built the paperwork layer I wished existed."
PILOT PROGRAM — LIMITED SPOTS
Try it free for 30 days with your actual forms
"Sorta addresses a real operational challenge our clinic faces daily."
— Vibhash Kumar MD · Pediatric & Fetal Cardiology · running the pilot now
We're a small team onboarding our first clinics. We're not doing a generic demo and asking for a credit card — we want to earn it.
Here's what the pilot actually is: we take your real forms, configure everything ourselves, and your staff runs it for 30 days. At the end, if it didn't save your front desk real time, you walk away and owe us nothing. If it did, we talk about next steps then.
- ✓ 30 days completely free
- ✓ We configure your real forms — you don't touch anything
- ✓ No credit card, no contract
- ✓ Only pay if it genuinely saves your staff time
FAQ
Your Questions, Answered
Quick answers to help you get started with confidence.
No. Sorta is not an EHR. It lives entirely outside your existing software and automates the paperwork layer. Your current system stays exactly as-is — nothing changes for your clinical team, billing, or scheduling.
Under 12 hours from when you send us your intake packet. We map every field, a human reviews the mapping, and your account goes live. White-glove setup is included on every plan.
Yes. Sorta is HIPAA-compliant from day one. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We sign a BAA with every clinic. PHI is region-locked to the US, and we maintain a full audit trail.
Independent outpatient clinics of all specialties — physical therapy, mental health, optometry, family medicine, cardiology, nephrology, ENT, chiropractic, and more. If your front desk is still retyping patient information across multiple forms, Sorta works for you.
Yes. Portals handle intake inside your EHR. Sorta handles everything outside it — consent forms, specialty questionnaires, prior auth packets, insurance authorization documents. If anyone on your team is still manually moving data between your portal and these outside forms, that's exactly what Sorta eliminates.
No contracts, no cancellation fees. $300/month, cancel any time. We're confident you'll stick around once your front desk sees 40 minutes back in their day.
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