SnagMDPre-visit admin
Patient admin workflow for clinics

Prepare every patient before they arrive.

SnagMD helps clinics collect intake forms, consent, medical aid details and clinical history through one secure pre-visit workflow.

Start 21-day free trialSee how it works
21-day free trial·No setup fee·Works alongside existing systems

R349/month after trial.

Reception workspace · New patient registration

John Smith · Initial consult
Intake submitted · Consent still pending
Needs review
Visit readiness3/4 ready

Intake

Submitted

Consent

Pending

Invoice

Draft

Patient details capturedComplete
Medical aid details addedComplete
Consent awaiting signaturePending
Invoice draft preparedDraft

Documents

4 files

Invoice

R1,250

Payment

Unpaid

Why reception gets stuck

The work is simple. The information is scattered.

Before the doctor sees the patient, reception still has to check forms, documents, consent and billing details. SnagMD gives that process one place to happen.

Forms arrive too late
New patients still complete admin at reception, while staff are trying to start the visit.
Documents sit everywhere
Referral letters, IDs, medical aid details and consent forms arrive through different channels.
Consent is chased manually
Reception has to print, email, scan or follow up when forms are unsigned.
Billing is separate
Invoices and payment status are not always visible beside the patient admin record.
The workflow SnagMD fixes

Send link. Patient completes admin. Reception reviews the record.

The product is built around the practical steps reception needs before a consultation can start cleanly.

Before SnagMD
Reception rebuilds the patient record from scattered pieces.
Manual

Downloaded PDF

Patient form

Email inbox

Referral letter

Printed page

Consent form

Billing tool

Invoice status

With SnagMD
One patient link prepares the record before the visit.
Organised

Patient link

Active

Sent before visit

Intake

Submitted

Details captured

Consent

Pending

Awaiting signature

Billing

Draft

Invoice prepared

Product

The patient admin workflow, broken into modules.

Intake, signing, records, billing and practice controls sit together instead of being handled across separate steps.

Intake
Forms before arrival
Patients complete details, medical aid and visit reason before reception has to ask.

Patient details

Complete

Medical aid

Complete

Visit reason

Complete

Signing
Consent handled digitally
Send required documents for signature and keep them with the patient record.

Consent form

Signed

POPIA notice

Signed

Estimate

Pending

Record
One admin view
Reception sees intake, documents, signatures, invoices and payment status together.

Intake

Ready

Docs

4 files

Billing

Draft

Billing
Invoice PDFs
Create invoice PDFs from the patient workflow.

Invoice

R1,250

PDF

Generated

Payments
Payment status
Track whether an invoice is paid, unpaid or partially paid.

Status

Unpaid

Balance

R1,250

Admin
Practice controls
Manage clinic details, documents, billing settings and dependant workflows.

Clinic

Configured

Documents

Active

What SnagMD organises

The patient becomes visit-ready before arrival.

Instead of asking reception to assemble the record manually, SnagMD keeps the required admin steps together.

One patient link

The patient starts from a single secure link.

One record to review

Reception can see the admin status before the consultation.

Signed documents

Consent and clinic documents are kept with the patient record.

Billing status

Invoices and payment status stay visible beside the admin workflow.

How a patient becomes visit-ready
The workflow is designed around what reception needs to check before the doctor sees the patient.

Send one patient link

Reception sends the link before the appointment.

Sent by reception

Patient completes intake

Details, medical aid and visit reason are collected before arrival.

Patient submitted

Consent is signed

Required clinic documents are signed electronically.

Signature captured

Reception reviews the record

Staff see what is ready, missing or needs follow-up.

Ready for review

Invoice stays connected

Billing and payment status remain part of the same workflow.

Invoice generated
Pricing

One plan. 21 days free.

Try SnagMD in your clinic first. If it fits your workflow, continue for R349/month.

Clinic
21-day free trial

R349

per month after a 21-day free trial

For clinics that want intake, consent, documents and billing kept together before the appointment.
Start 21-day free trial
21-day free trial
Patient intake workflows
Electronic document signing
Patient records
Clinic documents
Invoice PDFs
Payment status tracking
Dependant workflows
Practice settings
No setup fee
Cancel anytime
Built for patient admin

Practical structure for sensitive clinic workflows.

SnagMD is designed around controlled patient links, signed documents, dependant workflows and staff review before the visit.

Link-based patient access
Patients complete forms and signing through controlled access links.
Signed documents stored with the record
Consent and clinic documents stay attached to the correct patient.
Dependant and guardian workflows
Support minors, guardians and account-responsible parties.
Staff-facing workflow
Reception can review what is ready, missing or still pending.
FAQ

Questions clinics usually ask

Direct answers to the practical questions that usually come up before a clinic tries the workflow.

Start small

Make the next patient easier to prepare.

Start with 21 days free and see whether SnagMD fits your clinic admin workflow.

21-day free trial·No setup fee·Use two real patient flows
Start 21-day free trial

Start with two patients first, then decide whether it fits.