Run the front desk without retyping intake.
Expy Med gives small practices a live board, a form builder, and finished packets from patients who confirm saved answers instead of filling out another clipboard.
See who checked in, who is filling forms, and who is ready.
The queue updates live as patients progress. Status pills, progress rings, coverage badges, and elapsed time — without refreshing the page.
- Filter by filling in, ready, or seen
- Open a patient sheet with visit details and forms
- Download the packet and mark it filed from the queue
Build intake from blocks — attach forms to visit types.
Reusable blocks keep demographics, insurance, and consents consistent. Visit types decide which packet a patient gets when they tap your check-in link or NFC tag.
- Block library with shared sections across forms
- Practice documents and consents at check-in
- Preview the packet before you publish
NFC tags and links that open the right packet.
Each visit type gets a check-in code. Put it on a tag at the front desk or send it in a reminder — patients open check-in in the browser, no app store required.
Pair with an NFC tag at the front desk
Card images and coverage on the visit.
Patients keep insurance cards in a wallet. Staff run eligibility from the patient sheet and see coverage status on the Today queue.
Coverage status travels with the visit — not a separate spreadsheet.
Download the packet. Mark it filed. Move on.
Structured PDF export, section copy, and filing confirmation with timestamps — without altering the patient’s submitted record.
Request accessLast downloaded today · 9:14 AM
Last marked filed today · 9:18 AM
They confirm saved answers — you get a finished packet.
Patients hold one portable record and lend it per visit. That is why your desk stops retyping the same demographics at every appointment.
See the patient check-in flow →