Every new client means typing it all again.
Each new patient or client shows up as a stack of forms, and you're the one copying them into every system your office uses. Then you chase whatever's missing. Omnafy does the copying and the chasing, and you check everything before it's final.
A day with Omnafy
Before
A new client signs on Monday morning. You type their details into the client database, then into billing, then again into the document folder. Two forms are missing a signature, so you email and wait. Meanwhile, the next new client is already in your inbox.
After, with Omnafy
The same packet arrives. Omnafy reads it, fills in the record in each system, and lists what's missing. It drafts the signature request, and you send it with one click. All that's left for you is checking the file and marking it complete.
How it works
Something comes in
A new client or patient packet lands in your inbox or fax.
Omnafy does the legwork
It pulls the details out of the forms, enters them in each system you use, and drafts requests for anything missing.
You sign off
Nothing gets saved or sent until you've checked it. You're still the one who decides a file is complete.
What you get
Faster setup for new clients
Less time passes between "signed" and "ready to go."
Fewer typos
Each detail gets entered once and checked by you, instead of retyped by hand.
More of your day for people
Time goes to the calls that actually need you.
Works in your industry
Home health and hospice
Referral packets and consent forms entered into your EMR.
Insurance agencies
New policyholder details entered into your agency management system.
Law firms
New client intake and conflict-check details entered into your case management software.
Built around how you already work
Every office handles intake its own way. We start by learning yours: which forms you use and what counts as a complete file. Then we build Omnafy around that, so you keep working in the software you already know. No new platform to learn.
Book a Demo
Pick the task that eats your week. We'll show you how we'd hand it off. If someone else signs off on new tools, send them this page.