Fits current operations
Keep the processes your staff and providers already understand.
Paperwork automation for independent clinics
Patient paperwork that practically runs itself.
Collect patient information once. Sorta fills every intake, consent, and specialty form your clinic already uses—ready to review before the visit starts.
30 days freeNo credit cardLive in under 12 hours
Packet readyEvery mapped form, complete
- Patient intakeOne link, any phone
- Form automationYour PDFs, auto-filled
- Front-desk workspaceReview every visit
- Works with your EHRNo migration required
One patient profile
Every document moves together.
When a patient or staff member updates a detail, Sorta carries it across the full visit packet. No copy-paste. No conflicting information. No hunting through tabs.
- Intake and consent packets
- Prior authorization forms
- Specialty assessments and screeners
- Print-ready, structured PDFs
From check-in to finished packet
Three steps. The workflow your team already knows.
Sorta sits between patient data and your paperwork, then hands the finished documents back to your staff.
- 01
Collect
Send a secure link before the visit, or enter the information at the front desk.
- 02
Prepare
Sorta maps each answer into every relevant form in the packet.
- 03
Review
Staff checks one complete packet, then prints, signs, or files it as usual.
Ready for reviewPDF generated from one entry
Built around the clinicTechnology that stays out of the way.
Modernize without starting over
Your forms stay. Your EHR stays. The retyping goes.
Sorta handles the paperwork layer around each visit. It does not replace scheduling, clinical decisions, or your system of record.
HIPAA-ready security
Protected patient data, controlled access, and a clear record trail.
Every visit stays organized
Timestamped snapshots make completed packets easy to trace.
See Sorta with your real workflow
Bring one intake packet.
We’ll show you what disappears.
A focused 15-minute walkthrough with the Sorta team. No commitment and no drawn-out sales deck.