Try it yourself

Every business has a moment where it asks someone for information. A practice taking on a patient, a trust company onboarding a client, a farm taking a booking, a school enrolling a child — different words, identical problem. Pick one and use it. Nothing is sent anywhere; it all runs in your browser.

  1. The form is printedEither the patient prints it at home, or they arrive twenty minutes early to fill it in on a clipboard.
  2. It is filled in by handThree pages. Name, ID number and medical aid details appear on all three.
  3. Reception checks itTwo fields are blank and the ID number is missing a digit. The patient is called back to the desk.
  4. It gets scannedTo the shared printer, then emailed to the practice inbox as a PDF.
  5. Someone retypes itInto the practice management system, by hand, off the scan. This is the third time the same data is typed.
  6. Medical aid is verifiedBy phone, or by logging into a separate scheme portal and typing the membership number again.
  7. The paper is filedIn a cabinet, where nobody will search it again but everybody has to keep it.
7 steps
3 places the same data is typed
2 staff involved before the consult
1 filing cabinet
Beyond these four

The pattern is not industry specific.

These four are built out because they are the ones asked for most. The same approach applies anywhere someone is asked for information and somebody else has to do something with it: a conveyancer taking transfer instructions, a broker writing a policy, an agency processing an application, a fund admitting an investor. If your version is not here, it is because nobody has asked for it yet.

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