In the United States
1 in 7
adults have chronic kidney disease — and most carry the longest paperwork load in outpatient care.
Source: CDC, Chronic Kidney Disease Surveillance System (2023)
Long packets. Repeat visits. Zero re-keying.
Nephrology runs on the most documentation-dense intake in outpatient care, and the most frequent return visits. Sorta enters every form once — then remembers, so dialysis and CKD follow-ups confirm what changed instead of restarting.
The same patient, the same forms, the same demographics — typed again every visit.
Nephrology has the highest return-visit frequency of any outpatient specialty. Without automation, that frequency multiplies the front-desk load.
Every visit starts over.
An ESRD patient comes in for their third dialysis appointment this month. Same insurance, same medication list, same emergency contact as the last two visits. Your staff is retyping all of it onto a fresh treatment agreement, a lab authorization, and a Medicare-D prior auth packet.
- Demographics re-keyed at every appointment
- Medication list rebuilt from memory or chart
- Treatment agreement re-signed on paper
- Lab and Medicare-D paperwork redone from scratch
- Front desk loses 15+ min per recurring patient
Returning patients only confirm what changed.
The same ESRD patient gets a pre-filled packet on their phone before the visit — every field populated with what hasn't changed (demographics, insurance, baseline meds, dialysis access). They review and confirm. Staff syncs once and every form is ready.
- Demographics carry forward automatically
- Medication list pre-filled, patient confirms deltas
- Treatment agreement re-signed digitally in one tap
- Medicare-D auth populated from prior submissions
- Front desk handles only what's actually new
The nephrology packet we map on day one.
CKD staging, dialysis access, transplant workup, complex med lists — every nephrology packet has these. Patients complete them once; your team gets the documents they expect.
CKD Stage Worksheet
eGFR, proteinuria, comorbidities — captured at intake, ready for the visit.
Medication Reconciliation
ACE/ARB, diuretics, BP meds, phosphate binders — patient confirms current, pre-filled from prior visit for returns.
Dialysis Treatment Agreement
Modality, access type, schedule, emergency protocols — re-signed digitally at every dialysis visit.
Lab Authorization & Standing Orders
BMP, CBC, PTH, iron studies, anti-rejection panels — auth pre-filled, patient signs once.
Medicare-D / ESRD Prior Auth Packet
Demographics, insurance, treatment Hx pre-filled. Staff only handles clinical justification.
Transplant Workup / Referral
Multi-page workup pre-filled with renal Hx, lab access, surgical history — handed off to the transplant center clean.
Send us the packet you already use. We map every field by hand in under 12 hours.
The third dialysis visit this month shouldn't restart intake.
Most intake tools were built around new-patient onboarding. Nephrology is mostly returning patients — every dialysis cycle, every CKD follow-up, every lab draw. Sorta is the only intake layer designed for that.
Patients see what's already on file and only confirm what changed. Demographics, insurance, baseline meds, dialysis access — all carry forward. Staff handles only deltas.
For ESRD patients with 12+ visits per month, this is where the real time savings show up. Not on the new-patient packet — on the 11 follow-ups that come after.
What changes in a nephrology clinic running Sorta.
Long histories. Entered once.
The long renal-history packet — CKD staging, medications, comorbidities, prior dialysis or transplant — gets entered by the patient one time. Every form in your packet inherits it.
Recurring-visit memory.
Dialysis and CKD follow-ups don't restart. Patients confirm deltas instead of re-entering baseline. Largest time savings per week for any ESRD-heavy clinic.
Built for sensitive records.
Encrypted in transit and at rest. Signed BAA on every clinic. Audit-grade submission snapshots. AI runs only at setup — never touches patient data at visit time.
Works on top of whatever nephrology EHR you already run.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR handles clinical documentation. Sorta handles the patient-facing PDF layer.
Don't see yours? If it runs on a computer, Sorta works on top of it.
The clinical complexity is unavoidable. The administrative complexity isn't.
Nephrology practice managers don't ask for a new EHR. They ask for a way to stop their front desk from re-keying the same medication list onto the same lab authorization for the same patient three times a week. That's the only thing Sorta is built to fix.
The clinical complexity of CKD, ESRD, dialysis access, and transplant workup is real and irreducible. The administrative complexity that surrounds it — the retyping, the photocopying, the form-by-form re-entry — is the part technology can actually remove.
Sources: CDC Chronic Kidney Disease Surveillance System (2023); USRDS Annual Data Report (2023).
What nephrology patient intake typically includes
Nephrology intake packets are among the most documentation-heavy in outpatient medicine. A new chronic kidney disease consult typically completes a detailed medical history with renal-specific questions (eGFR trajectory, proteinuria, comorbidities), a current medication list focused on ACE/ARB therapy, diuretics, BP medications and phosphate binders, a lab result authorization, an insurance authorization, a HIPAA notice, and a consent for treatment. ESRD and dialysis patients add a treatment agreement, dialysis access documentation, emergency protocols, and an ESRD-specific Medicare-D prior authorization packet.
Every one of those documents repeats the same core patient information: name, date of birth, address, insurance details, referring physician. Without automation, staff retypes the entire block on every form, every visit. For a clinic with high ESRD or dialysis volume, the recurring-visit retyping multiplies fast — the same patient typing the same information three times a week, twelve weeks a quarter.
Sorta maps the patient's intake submission across every nephrology form the clinic has uploaded. New patients fill out the packet on their phone before the first visit. Returning patients see what's already on file and only confirm what changed. One sync populates every form. The clinical complexity stays with the clinicians; the administrative complexity goes away.
Common questions from nephrology & dialysis practices
What practice managers, dialysis directors, and front-desk leads actually ask us.
How do I automate patient intake for a nephrology or dialysis clinic?
Send Sorta the intake packet your clinic already uses — renal history, medication reconciliation, dialysis treatment agreement, lab authorization, Medicare-D prior auth. Patients complete intake on a phone link before their appointment. Demographic, insurance, and history fields populate across every form on a single sync. For recurring-visit patients, Sorta remembers the prior submission and only asks what changed.
Does Sorta work with Epic, Athenahealth, NextGen, or other nephrology EHRs?
Yes. Sorta runs completely outside your EHR — no integration, no replacement. Epic, Athenahealth, NextGen, Meditech, Greenway, and any other system keep doing clinical documentation, scheduling, and billing. Sorta handles the patient-facing PDF layer that sits on top: intake, consent, authorization, recurring-visit paperwork.
How does Sorta handle dialysis and ESRD patients who come in multiple times per month?
This is where the biggest time savings show up. Returning dialysis patients see what's already on file and confirm what changed — they don't restart intake every visit. Every recurring treatment agreement, lab authorization, and Medicare-D packet is pre-filled with what hasn't changed (demographics, insurance, baseline meds), so your staff only updates the deltas. For ESRD patients with multiple visits per month, this recovers hours of front-desk time per week.
Can Sorta handle complex medication reconciliation and renal-specific history forms?
Yes. Sorta works with any PDF your clinic uses — CKD stage worksheets, medication reconciliation (ACE/ARB, diuretics, BP meds, phosphate binders), dialysis access type, transplant workup, comorbidity tracking. The patient enters their medication list and history once; Sorta maps that data across every form that needs it. No re-entry, no copying between documents.
How long does setup take for a nephrology practice?
Under 12 hours from when you send us your forms. We handle the configuration, field mapping, and testing — including the recurring-visit logic for your dialysis and ESRD patients. Your staff learns the workflow in about 10 minutes.
See it with your actual nephrology packet.
We don't do generic demos. Send us your real renal history, dialysis treatment agreement, and Medicare-D templates — we'll show you Sorta filling them, including the recurring-visit logic, on your first call.
Book a demoNo contracts. Cancel anytime.
or watch the 2-minute demo →