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DEVSTAX

Healthcare solution · Patient Enrollment Automation

Patient enrollment that runs without paperwork.

Replace faxed forms, phone calls and re-typed data with a digital enrollment flow that collects everything once, checks it automatically and keeps patients updated.

The challenge

Why enrollment slows everything down

Enrollment is the first step of every therapy program, and often the slowest. Forms arrive by email, fax and phone, staff type the same details into several systems, and missing documents only surface days later. Every delay at this stage pushes back the moment a patient starts treatment.

Devstax builds enrollment flows where patients, caregivers or providers submit everything online. Documents are read automatically, required fields are checked before submission, and each case moves to the next step on its own, so your team only steps in when a decision is needed.

What it automates

What runs on its own

  • Online intake forms for patients, caregivers and providers
  • Upload and automatic reading of IDs, insurance cards and referrals
  • Checks for missing information before a case is created
  • Creation of the patient record in your existing systems
  • Status updates to patients and staff at every step

Before and after

Patient Enrollment Automation, step by step

BEFORE · MANUAL PROCESS
  • Receive enrollment forms by fax and emailhours
  • Type patient details into each systemhours
  • Call back for missing documentsdays
  • Hand the case to the next team by emailhours
  • Phone the patient with an updatehours
AFTER · AUTOMATED WITH DEVSTAX
  1. TriggerPatient or provider submits the online form
  2. AIReads uploaded documents and fills the record
  3. CheckFlags anything missing before the case is created
  4. NotifyRoutes the case and updates the patient

Runs 24/7 · every step logged

Benefits

What your team gets

  • Faster time to therapy

    Cases start the day they are submitted instead of waiting in an inbox.

  • Less re-keying

    Details are captured once and flow into every system that needs them.

  • Fewer incomplete cases

    Missing documents are caught at submission, not days later.

  • Clear status for everyone

    Patients and staff always know where a case stands.

How we deliver it

From first call to live automation

  1. Map

    We document your current enrollment steps, forms and systems.

  2. Design

    We design the online forms and the automated case flow with your team.

  3. Build

    Forms, document reading, checks and integrations are built and tested.

  4. Launch

    We roll out to your team and patients, then measure time to enrollment.

FAQ

Common questions

What is patient enrollment automation?

It replaces paper and phone-based intake with an online flow that collects patient details and documents once, checks them automatically and creates the case in your systems without manual data entry.

Can patients and providers both submit enrollments?

Yes. We build separate, simple forms for patients, caregivers and referring providers that feed the same automated flow.

Does it work with our existing systems?

Yes. New enrollments are pushed into the systems you already use through their APIs, so your team keeps its current tools.

What happens when information is missing?

The form checks required fields and documents before submission, and the system follows up automatically if something is still outstanding.

Ready to automate this in your business?

Book a free 30-minute audit. We will map your current process and show you what can run on its own.