Case Study

Patient Intake
Platform

Center for Conscious Alchemy

A therapy clinic was losing patients in a Google Sheets intake process. I built a complete intake management platform in 2-3 days.

2-3 Days to build

The Problem

Patients were getting lost.

The clinic was managing their entire patient intake process through Google Sheets. It was hard to understand where people were in the process. Patients would fall through the cracks, and management had no clear view of what was happening across the clinic.

For a therapy clinic — where every lost patient is a person who needed help and didn't get it — this wasn't just an operational problem. It was a care problem.

The Solution

A smarter way to manage intake.

Visual workflow board

A Trello-style board where every patient is a card. Drag them through stages — from first contact to intake complete. Anyone on the team can see exactly where every patient is at a glance.

Automatic caller detection

When someone calls the clinic, the app automatically detects who's calling and opens their profile. No searching, no asking "can you spell your last name?" — just instant context.

Unified communications

Voice, SMS, and email all integrated into one place. Every interaction with a patient is tracked on their profile, so anyone on the team can pick up where someone else left off.

Notes and tracking

Add notes to any patient card. Track who did what and when. Management gets a real-time view of the entire intake pipeline without having to ask anyone.

The Result

Intake that actually works.

Faster intake

Patients move through the process without getting stuck or forgotten.

Full visibility

Management can see the entire pipeline in real time — no more guessing or chasing updates.

No one gets lost

Every patient is tracked from first contact to completion. No more falling through the cracks.

"I don't just digitize your spreadsheet. I rethink your workflow and find opportunities you didn't know existed."

The caller detection feature wasn't in the original ask. It came from understanding how the clinic actually works — and seeing a chance to make it better. That's what Bauwerk Form Co. does.

Patient Intake
Platform

Patients were getting lost.

A smarter way to manage intake.

Intake that actually works.

Have a problem like this?

Or just say hi.

Patient IntakePlatform

Patients were getting lost.

A smarter way to manage intake.

Intake that actually works.

Have a problem like this?

Or just say hi.

Patient Intake
Platform