Cardiac history. Risk factor questionnaires. Device history. Prior auth packets. Automated.
No cardiology EHR fills the paperwork that lives outside the chart. Sorta does — on top of Epic, Athenahealth, or whatever your clinic already runs.
8:15 AM at a cardiology clinic.
A new patient checks in for their consult. Before they see the cardiologist they need to complete a cardiac history, a cardiovascular risk factor questionnaire, a current medication and supplement list, an insurance authorization, a HIPAA notice, and a release of records from their referring PCP.
Their name, date of birth, and insurance ID appears on every single one. Someone at your front desk is typing it into each form separately while the patient sits in the waiting room — and the prior auth for yesterday's echo still hasn't been started.
Cardiology runs on more outside-EHR paperwork than almost any other outpatient specialty. The administrative load starts at intake and compounds from there. Fixing the intake layer is where the most time gets recovered.
What changes when you use Sorta.
Cardiac history. Entered once.
Detailed cardiac history, medication lists, risk factors — patient enters it all on their phone. Every form gets it automatically. Nobody retypes it.
Referral to intake in seconds
If you receive patient information from a referring physician, import it directly. Sorta populates your intake forms from existing data.
Faster prior auth prep
Patient demographic and insurance data from intake flows automatically into prior authorization forms. Less manual prep before every submission.
The cardiology packet we map on day one.
Every cardiology clinic ships some version of these on every new patient. We map them all by hand before go-live — no redesign, no field-by-field re-entry.
Send us the packet you already use. We map every field by hand in under 12 hours.
Works on top of whatever you're already using.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR stays exactly as-is. Sorta handles the paperwork layer your EHR doesn't touch.
Don't see yours? If it runs on a computer, Sorta works on top of it.
"The big names in clinical healthcare don't really cater for small clinics. They end up following processes on paper. That's your niche."
What cardiology patient intake typically includes
Cardiology intake typically covers a cardiac and medical history form, a cardiovascular risk factor questionnaire, a current medication and supplement list, an insurance authorization, a HIPAA notice, and a release of records from the patient's primary care physician or previous cardiologist. Some practices add a device history form for patients with pacemakers or implanted defibrillators.
The shared data across these forms — name, date of birth, address, insurance information, referring provider — gets typed by staff into every document separately without an automation layer. Sorta maps the patient's intake submission against all of the cardiology clinic's uploaded forms so that one sync fills all of them at once.
Common questions about cardiology intake
What cardiology clinic owners and front desk staff actually ask us.
How do I digitize patient intake for a cardiology clinic?
You upload your existing cardiology intake forms to Sorta, patients complete intake on their phone before their visit, and staff clicks sync — every form fills automatically. We configure everything around your existing forms so nothing changes about the documents your staff and providers already know.
Does Sorta work with Epic, athenahealth, or other cardiology EHR platforms?
Yes. Sorta operates completely outside your EHR — no integration required. Your EHR handles clinical documentation. Sorta handles the paper and PDF layer that sits outside it: intake packets, authorization forms, consent documents, and anything else your EHR doesn't autofill.
Can Sorta handle cardiology risk factor questionnaires and device history forms?
Yes. Sorta works with any PDF form your practice uses — cardiovascular risk factor questionnaires, pacemaker/ICD device history, anticoagulation tracking, family cardiac history. Patients complete the questionnaire as part of intake, and the data maps automatically to every document that needs it. Nothing gets retyped.
Can Sorta handle prior auth prep for cardiology procedures?
Yes. Echo, stress test, cardiac cath, Holter and event monitor prior auths all share the same patient-demographic and insurance fields as your intake forms. Sorta pre-fills the prior auth worksheet from the same intake submission — so the only thing your staff still does manually is the clinical justification. Most cardiology clinics tell us this is where they recover the most hours per week.
How long does Sorta take to set up for a cardiology practice?
Under 12 hours from when you send us your forms. We handle all configuration — field mapping, testing, and delivery. Your staff learns the sync workflow in about 10 minutes. Most cardiology practices are running it by the end of the week they sign up.
Other paperwork-heavy specialties Sorta handles.
Same outside-the-EHR problem. Different form stack.
See it with your actual forms.
We don't do generic demos. We'll show you Sorta working with the real forms your cardiology clinic already uses.
Book a demoNo contracts. Cancel anytime.
or watch the 2-minute demo →