A regional provider of DOT physicals and work-clearance exams needed an onboarding process that served truckers, dispatchers, and employers with minimal friction. Their previous intake workflow relied on PDF forms, phone calls, and manual clarification.

The provider partnered with us to build a structured, automated intake flow.

Learn how a modern intake experience improved throughput for both staff and drivers.

Challenge

Drivers needed fast, predictable onboarding. Employers needed accurate documentation. Staff needed fewer errors and less manual back-and-forth. The old system made intake slow and inconsistent, especially during high-volume periods.

Solution

We designed a multi-step digital intake sequence that captured all necessary medical, employer, and compliance information before a visit. Built-in logic reduced incomplete submissions and minimized errors.

Strategy

By centralizing data and reducing manual clarification, administrative time fell significantly, allowing staff to handle more appointments with fewer delays.