Your EHR handles a lot.
It doesn't handle this.
Athenahealth, Epic, and every other major system handle intake inside their platform. But every clinic still has a stack of forms that live outside it — filled manually, every single day. That's the gap Sorta closes.
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?
Almost every digitized clinic answers the same way: someone still moves it manually. That's not a failure of your EHR. It's just what your EHR wasn't built to handle. Sorta was.
Inside the system
- Patient intake inside the portal
- Scheduling and appointments
- Clinical charting and notes
- Billing and claims
- Medication lists and labs
Outside the system
- Consent forms and HIPAA notices
- Prior authorization packets
- Insurance authorization documents
- Specialty questionnaires
- Any custom form your clinic already uses
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.
"Everyone hates their EHR but nobody leaves. The question isn't whether to replace it — it's what to layer on top of it."
See what your EHR is leaving on the table.
Book a 15-minute demo. We'll show you Sorta working with the actual forms your clinic uses outside your EHR — not a generic template, not fake data.
Book a demoNo contracts. Cancel anytime.