A guided intake that captures what your team needs (goals, capacity, market, services) and routes every request into the right Growth System—without asking for medical details.
The MDS Onboarding Engine is a structured, healthcare-safe intake flow that qualifies leads and organizes onboarding inputs—region, specialty, capacity, services, and goals—then routes the visitor to the right Growth System and next step. It is designed to reduce back-and-forth, standardize handoffs, and keep patient medical details out of marketing flows. Start by building your AI Growth Plan or requesting a demo.
Most healthcare brands leak revenue during the first 24 hours—unclear questions, scattered WhatsApp threads, and inconsistent qualification. The Onboarding Engine standardizes intake so every inquiry gets tagged, routed, and tracked from the first click.
One intake → consistent data for CRM, ads, and follow-up.
Clear next steps → fewer drop-offs before the first call.
Claims-safe by design → business inputs only; no medical advice.
region, city, segment, and language.
services, offers, capacity, and constraints.
intent level, timeframe, and decision role.
recommended Growth System + conversion path (Growth Plan / Strategy Call / Sara).
structured summary pushed to CRM with tags + owner + SLA.
No medical info: Free-text fields display a notice to avoid entering symptoms, diagnoses, or treatment questions.
This onboarding flow is for business and operational information only. Do not submit symptoms, diagnoses, test results, or treatment questions.
The Onboarding Engine can push structured fields into MDS CRM (or your existing stack), trigger follow-up sequences, and assign the right team member based on region, specialty, and intent.
Lead/patient inquiry record with tags, source, and intent score.
Task creation with SLA (first response timer).
Routing rules to WhatsApp, call, email, or booking link.
standardize lead capture and book faster.
route service-line inquiries to the right department.
qualify intent and protect time with structured intake.
capture travel timelines and coordinate multi-step journeys.
Explore a scripted onboarding demo to understand the questions, routing logic, and handoff format—without entering patient data.
Video placeholder: recorded walkthrough or simulated UI demo
Build your AI Growth Plan to see the recommended system and onboarding path—or request a demo tailored to your segment.