Your Athena portal handles intake.
So why is someone still printing consent forms every morning?
Epic, Athenahealth, eClinicalWorks — they all handle what happens inside the chart. None of them handle the stack of forms that lives on your front desk. That stack is what we automate.
"Everyone hates their EHR but nobody leaves. The question isn't whether to replace it — it's what to layer on top of it."
Every EHR handles what happens inside the chart.
None of them handle what happens before the patient gets there.
The forms that live outside your EHR — on your front desk, your printer, your filing cabinet — are the ones nobody automates. Every clinic we talk to has the same stack:
- Consent for treatment
- HIPAA notice of privacy practices
- Prior authorization packets
- Specialty questionnaires
- Release of records
- Insurance authorization
- Any custom form your clinic uses
Every name, date of birth, and insurance ID gets typed onto each of these manually. Same data, seven times.
One question your EHR vendor can't answer yes to.
When a patient fills out intake in your portal, does that data automatically flow into every other form they need — consent, HIPAA, insurance authorization, specialty questionnaires — or does someone on your staff still move it manually?
We've asked this to dozens of clinic managers. Almost every single one answers the same way: someone still moves it manually. Not because their EHR is broken — because their EHR was never built to handle the forms outside it. Sorta was.
Inside the chart
- Patient intake inside the portal
- Scheduling and appointments
- Clinical charting and notes
- Billing and claims
- Medication lists and labs
Outside the chart
- The consent form your front desk prints every morning
- The HIPAA notice every new patient signs
- The prior auth packets your staff types one field at a time
- The specialty questionnaire only your clinic uses
- Any custom PDF your clinic already runs on
How Sorta fits into a digitized clinic.
Your portal keeps doing what it does. Sorta handles everything it doesn't.
Upload your outside-EHR forms
Drop in the consent forms, prior auth packets, and specialty questionnaires your clinic already uses. Sorta reads every field automatically. No redesigning your forms.
Patient data flows in from your portal
Staff enters the patient's data once — or pulls it from what the portal already collected. Sorta maps it across every outside form simultaneously. Nobody retypes anything.
Print-ready PDFs, identical to your originals
Filled forms come out looking exactly like your existing documents. Same layout, same fields. Ready to print, fax, or drop into the chart. Your EHR stays untouched.
Works alongside every major EHR.
Sorta doesn't connect to your EHR — it sits completely outside it. Nothing changes for your clinical team, your billing, or your workflows.
No integration required. If your staff can open a PDF, Sorta works.
Show me what my EHR is missing.
Send us the forms your clinic prints outside your EHR. In 15 minutes we'll show you the same forms running on Sorta — automated end-to-end, with nothing retyped.
Show me what my EHR is missingNo contracts. Cancel anytime.