Mock workflow

New patient form bridge.

A customer can complete a clean form packet online. Codee prepares a staff-ready summary and PDF/email preview. Staff still enters or files it in the current office system.

Staff packet preview

This does not replace Edge or the practice-management system. It reduces messy intake by turning a customer form into a cleaner staff handoff.

Mock email to staff ready

Attachment preview: patient-form-bridge.pdf

Status: mock only; no PHI, no real email sent.