Send the right intake path
Use new patient or renewal-specific workflows and the patient’s selected delivery channel.
Cannabis patient intake software
Digital Patient Intake for Medical Cannabis Clinics
Send patients into the right intake path, track delivery and completion, and give authorized staff a clear view of what is ready for clinic review before the appointment.
The operational problem
Incomplete intake creates avoidable work before the patient can be ready for the visit.
Staff need to know whether information was requested, delivered, completed, matched to the correct patient, and reviewed by the clinic.
CannabisCare OS uses visible intake states to keep the patient and clinic sides of preparation connected without making staff chase separate form tools and status spreadsheets.
A practical clinic workflow
Guide the patient from request to clinic review.
The intake workflow separates patient actions from staff review while keeping both visible in the appointment preparation process.
Track completion
See whether the request was delivered, opened, completed, or still needs attention before the visit.
Prepare for review
Match the intake to the patient record and move completed information into the authorized clinic review process.
Connected capabilities
Digital intake with an operational status staff can use.
The goal is not only to collect a form. It is to make the patient preparation state clear to the clinic.
New and renewal workflows
Send patients through the intake path that matches the visit they are preparing for.
Email and SMS delivery
Use the patient’s selected communication channel to deliver the intake request.
Expiring secure links
Support time-limited intake access while keeping delivery and completion states visible.
Existing-patient matching
Connect returning-patient submissions to the appropriate record and reduce unnecessary duplicates.
Built into the patient journey
Make patient preparation visible to the whole authorized workflow.
Intake status can inform scheduling, clinical preparation, communications, and follow-up. CannabisCare OS keeps those connections visible so staff can focus on the specific patient step that remains.
- Visit-specific intake paths
- Visible request and completion status
- Patient-selected delivery preferences
- Existing-patient matching
- Clinic review as a distinct step
See it in context
See how digital intake fits your patient preparation process.
Schedule a demonstration around new patient, renewal, delivery, completion, matching, and clinic review workflows.