Intake into your CRM
Intake answers land in the right record in a CRM or EHR that signs a BAA, with the source of the inquiry kept separately from anything about health.
For US telehealth companies
Intake, scheduling and payments connected, with patient data kept where it’s allowed to be
Built in your own accounts, with health data only in tools that sign a BAA, and no ad pixels on intake, booking or checkout pages.
30-minute call with a test inquiry, never a real patient record. Nothing to pay or sign.
Example: visit booked
- Intake form submittedintake form → CRM, both under a BAADone
- Answers routed for reviewanswers → rules → clinician queueDone
- Payment takencheckout → payment provider, no health detailsDone
- Visit booked and confirmedscheduling → CRM → remindersReplayed
- Sale counted for ad reportingBAA-covered platform → identifiers removed → ad platformDone
Example: refill due
- Refill coming upsubscription → CRM taskDone
- Renewal payment failspayment provider → retry → patient emailedPaid
- Refill released to the pharmacyCRM → pharmacy order, under a BAADone
- Shipment confirmedpharmacy → CRM → patient notifiedDone
- Next check-in scheduledCRM → clinician queueDone
- 3,000+Automations built for clients, health and telehealth companies among them.
- BAA tools onlyPatient data stays in tools whose vendor signs a business associate agreement. See where data goes
- Test patientsThe setup check, the assessment and every test use made‑up patients.
- Your accountsIt runs in your accounts and keeps running if you stop working with us.
Where it usually breaks
An intake arrives without the patient’s state, so routing waits until someone on the team checks it by hand.
A subscription payment fails quietly. Nobody notices until the patient asks why their next visit was never booked.
A clinician approves a patient on Friday evening. The order waits in a queue nobody checks until Monday.
A renewal payment fails, and the refill ships anyway.
An ad pixel sits on the intake page, sending more than anyone on the team meant it to.
What we build
Every part has a test that proves it works. We run each test with made-up patients in your own accounts before anything goes live.
State and clinician routing
Each patient goes to a clinician licensed in their state, with rules you can read and change, and a queue for anything the rules cannot decide.
Scheduling and reminders
Visits booked, confirmed and reminded, with no-shows and reschedules handled the same way every time.
Payments and subscriptions
Cash-pay visits, memberships and subscriptions recorded against the patient, with failed payments retried and flagged. The payment tool never receives health details.
Reporting without pixels on intake
Marketing measured without ad pixels on intake, booking or checkout pages, through a platform that signs a BAA and removes identifying details first.
Orders and refills
Approved prescriptions reach the pharmacy, the patient hears when it ships, and a failed renewal is flagged before the next refill goes out.
Monitoring and replay
Every step is logged. A failure alerts us, and the missed event is replayed once fixed, so an inquiry is not lost in a gap between tools.
What your patient sees, and what we build behind it
Your patient sees three steps. Behind them, every handoff is logged, tested with made-up patients and watched.
Fills in the questionnaire
answers → CRM, under a BAAad source kept apart from health answersstate → routing rules
A clinician reviews it
case → clinician queue, with an alert if it waitsapproved or declined → patient tolddecline path logged, nothing billed
Gets a visit or medicine
approved → visit booking or pharmacy orderpayment → provider, no health detailsreminder or shipment notice → patient
Where patient data goes
Written for your legal reviewer. You get this map for your own setup, tool by tool, during the assessment.
May hold patient data
- Your CRM or EHR, on a plan where the vendor signs a BAA
- The automation engine, on hosting that signs a BAA
- Video, e-signature and forms tools on their BAA plans
- AI services, only under a BAA and on terms that do not train on your data
Never holds patient data
- Your payment provider
- Your website builder and marketing pages
- Booking or email tools that do not sign a BAA
- Ad platforms, analytics and pixels
- No pixels on sensitive pages No ad pixels or conversion events on logged-in, intake, booking or checkout pages, from the browser or from a server.
- Test patients only The setup check, the assessment and every test use made-up patients.
- Your counsel signs off Your attorney approves the data and tracking plan before anything goes live.
Check my setup
30-minute call with a test inquiry. Nothing to pay or sign.
How it works
Prices are in US dollars and given to you in writing before any work starts.
Is this for you?
It fits when
- You run a US telehealth or digital health company with online intake
- You offer cash-pay visits, memberships or subscriptions
- You already have tools in place, and work goes missing between them
- Your legal team wants to know where patient data goes
It’s not for
- Hospitals and health systems that need an EHR rollout
- Anyone who wants ad pixels on intake, booking or checkout pages
- Anyone who wants us to run ads or write medical claims
Who we are
Nocode Solutions Ltd is a UK limited company, registered in England and Wales, company number 12004770. We work remotely with businesses in the US and the UK.
We have over 15 years of experience in software, data and automation, and have built more than 3,000 automations and over 100 custom apps for clients, health and telehealth companies among them.
Questions people ask
What does it cost?
The setup check costs nothing. Anything after it is priced in US dollars, in writing, before work starts.
Will you put ad pixels on our intake or checkout pages?
No. We do not place ad pixels or send conversion events from logged-in, intake, booking or checkout pages, and sending the same events from a server does not change that. Marketing is measured through a platform that signs a BAA and removes identifying details first.
Which tools can hold patient data?
Only tools whose vendor signs a business associate agreement with you, on the plan that agreement covers. We check each one with you during the assessment and keep a written map of where patient data goes.
How can you check our setup without seeing patient data?
We use test inquiries and test patients, and screens with no patient information on them. If a screen shows a real record, we stop and move on.
Do we have to change our tools?
No. We connect the tools you have. If a tool holds patient data without a BAA, we tell you and suggest an alternative that offers one.
Can a UK company work for a US telehealth business?
Yes. We work remotely with US companies and quote in US dollars. Data stays in your own accounts and the US-based tools you choose.
Who owns what you build?
You do. It runs in your own accounts. If you stop working with us, it keeps running and we hand over the map and the logins.
Is this legal advice?
No. We build and look after systems. Your attorney signs off the data and tracking plan before anything goes live.
Check my setup
Two quick questions, then where to reply. On a 30-minute call we follow a test inquiry through your tools together, then send a one-page summary. There is nothing to pay and nothing to sign.