Three intake stacks under one roof — and patients fill out the same demographics on all of them.
Well-woman annuals, prenatal visits, postpartum care — every patient touches a different packet at every life stage. Sorta enters the patient block once and flows it across every visit type, privately and with audit-grade trust built in.
Well-woman annual
Gynecologic Hx, screening, contraception, sensitive review.
Prenatal care
OB Hx, genetic screening, GBS, GDM, recurring visit memory.
Postpartum
EPDS, contraception counseling, breastfeeding, recovery plan.
Sensitive history. Long packets. And patients filling them out in a waiting room with strangers.
OB-GYN intake asks questions no patient should be answering on a clipboard in front of other people — pregnancy history, contraception, sexual health, mental health screening, history of trauma, postpartum mood. The clipboard is the wrong delivery mechanism for this paperwork.
On top of that, the same patient often runs through three completely different intake stacks at your clinic over a year: an annual well-woman visit, a prenatal series with 10-15 visits, then a postpartum visit. Every stack repeats the demographic and history block. Without automation, that's where the morning goes.
Sorta sends the packet privately, on the patient's phone, before the visit — and remembers across visit types so the patient never re-enters what they already shared.
One intake layer. Three visit-type packets.
Send us your annual, prenatal, and postpartum packets — we map every field by hand so each visit type gets exactly the forms you already use.
Annual well-woman
- Gynecologic history intake
- Cervical screening / Pap consent
- Contraception counseling form
- Sexual health screen
- HIPAA + insurance auth
Prenatal care
- New OB intake (full Hx)
- Genetic screening consent
- GDM (gestational diabetes) screen
- GBS protocol consent
- Visit-by-visit BP / symptom log
Postpartum
- Edinburgh Postnatal Depression Scale
- Postpartum contraception counseling
- Breastfeeding intake
- Recovery & symptom assessment
- Mental health follow-up plan
The intake layer for paperwork that should never be filled out on a clipboard.
OB-GYN intake handles some of the most sensitive patient information in medicine — pregnancy outcomes, sexual health, contraception, trauma history, postpartum mood. Sorta is built so every part of that data is captured privately, transmitted securely, and stored with audit-grade controls.
Encrypted in transit and at rest
TLS in transit, AES-256 at rest, isolated per-clinic stores.
Signed BAA on every clinic
HIPAA Business Associate Agreement is part of onboarding — not an upcharge.
Audit-grade snapshots
Immutable record of every submission for accreditation and chart-review use.
No AI on patient data
AI runs only at setup to map fields. It never sees a patient submission at visit time.
What changes in an OB-GYN clinic running Sorta.
Sensitive intake stays private.
Patients answer on their phone, at home — not on a clipboard in your waiting room. The questions that should never be answered in public stop being answered in public.
Prenatal series gets recurring-visit memory.
10-15 prenatal visits per pregnancy means 10-15 chances to retype the same OB history. Sorta carries it forward — patients only confirm what changed at each visit.
Postpartum screening doesn't fall through cracks.
EPDS, contraception counseling, breastfeeding intake — sent to the patient ahead of the postpartum visit. Results in the chart before the appointment starts.
Works on top of whatever OB-GYN EHR your practice already runs.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR keeps doing what it does. Sorta handles the patient-facing PDF layer across every visit type.
Don't see yours? If it runs on a computer, Sorta works on top of it.
The clinical visits keep their cadence. The paperwork doesn't have to.
Prenatal care is one of the most visit-dense relationships in outpatient medicine. The clinical schedule is set by guideline — that's not changing. What can change is the paperwork that gets re-run at every appointment.
The practice managers we talk to want one thing: their front desk to stop re-keying the same OB history at the 8th prenatal visit of the pregnancy. That's exactly what Sorta does.
10-15
recommended prenatal visits per pregnancy — every one with overlapping paperwork.
Sources: ACOG prenatal care guidelines; CDC National Vital Statistics Reports (2023).
What OB-GYN patient intake typically includes
OB-GYN intake is structurally unusual because the same patient relationship touches three different intake stacks over a year. The annual well-woman visit produces a gynecologic history form, contraception counseling, sexual health screening, cervical cancer screening consent, and HIPAA. New-OB visits add a comprehensive obstetric history, genetic screening consent, GDM (gestational diabetes) screening protocol, GBS (group B strep) protocol consent, and a visit-by-visit blood pressure and symptom log that runs across roughly 10-15 prenatal appointments. Postpartum visits add the Edinburgh Postnatal Depression Scale (EPDS), postpartum contraception counseling, breastfeeding intake, and a recovery and mental health follow-up plan.
Across every one of those forms, the demographic, insurance, allergy, and medical history block is identical. The sensitive screening fields — pregnancy outcomes, contraception use, sexual health, trauma history, mental health — are the parts patients are most uncomfortable filling out on a clipboard in front of other people in your waiting room. Without automation, your staff either retypes the entire block on every form, or hands a paper packet to a patient who fills it in publicly.
Sorta maps the patient's intake submission across every form your clinic uses — annual, prenatal, postpartum — and delivers it privately on the patient's phone before the visit. Recurring prenatal visits pre-fill what hasn't changed and only ask the patient to confirm deltas. Sensitive data is handled with encryption, signed BAA, and audit-grade snapshots throughout.
Common questions from OB-GYN & women's health practices
What practice managers, OB nurses, and women's health coordinators actually ask us.
How do I automate patient intake for an OB-GYN or women's health clinic?
Send Sorta the intake packets your clinic already uses — well-woman annual exam, prenatal intake and screening, postpartum care, sensitive-history forms. Patients complete intake on a phone link before the visit. Demographic, insurance, gynecologic, and obstetric history fields populate across every form on a single sync. Returning prenatal patients only confirm what changed at each visit.
Does Sorta work with athenaOne, eClinicalWorks, AdvancedMD, or other OB-GYN EHRs?
Yes. Sorta runs completely outside your EHR — no integration, no replacement. athenaOne, eClinicalWorks, AdvancedMD, NextGen, Epic, and any other system keep doing clinical documentation, scheduling, and billing. Sorta handles the patient-facing PDF layer that sits on top: intake, screening, consent, prenatal and postpartum paperwork.
Is Sorta safe to use for sensitive gynecologic and obstetric records?
Yes. Patient data is encrypted in transit and at rest, with a signed BAA on every clinic and audit-grade immutable snapshots of every submission. AI runs only at setup to map your form fields — it never processes patient information at visit time. Sensitive screening data (pregnancy history, contraception, sexual health, mental health screens like EPDS) is handled the same way clinical photography or substance-use records are: with strict scoping and access controls.
Can Sorta handle prenatal packets and recurring prenatal visits?
Yes — and this is where prenatal care benefits most. A typical pregnancy involves 10 to 15 prenatal visits over roughly nine months. Sorta enters the obstetric history, sensitive screening, and consent forms once at the new-OB visit; every subsequent prenatal appointment pre-fills the recurring forms with what hasn't changed, and only asks the patient to confirm deltas — gestational age, current symptoms, blood pressure trends, mental health screening.
Does Sorta handle Edinburgh Postnatal Depression Scale (EPDS) and other postpartum screening?
Yes. EPDS, PHQ-9, postpartum hemorrhage risk assessment, contraception counseling forms, breastfeeding intake — Sorta works with any PDF screening tool your practice uses. Patients complete them on their phone before the postpartum visit. Results populate the appropriate fields in your chart automatically.
See it with your annual, prenatal, and postpartum packets.
We don't do generic demos. Send us your real well-woman, new-OB, and postpartum forms — we'll show you Sorta filling all three on your first call, with sensitive-data handling and recurring-visit memory built in.
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