Side Nerd Apps / Product family 01

Help more people finish complex processes.

Guided
Intake

Meet people where they are — by text, email, or the web — and guide them through enrollment, intake, qualification, and onboarding. Reduce friction. Increase completion.

Book a demo See the Starters
The job

Someone outside your organization is trying to get in.

They want to enroll, apply, qualify, or book. Between them and that outcome sits a PDF, a portal, and a login. Most of them will not make it. The ones who abandon rarely tell you why.

What happens today

  • ×A packet of forms, mailed or emailed, that must be printed to be signed
  • ×A portal account created once, and a password forgotten immediately
  • ×Fields asked for a second and third time, because nothing is shared
  • ×Silence — and no way to tell a lost lead from a confused one
  • ×Staff calling people back to collect the four things the form missed

What Guided Intake does

  • →The process starts in the channel they already use — a text message
  • →One question at a time, in plain language, in whatever order they answer
  • →Missing or ambiguous fields trigger one targeted follow-up, not a rejection
  • →Every drop-off point is visible, so you know exactly where people quit
  • →A complete, validated record lands with the person who acts on it
A MediMatch text conversation answering a member's Medicare Part B and Social Security question
Medicare Starter · MediMatch
A TxtAccess patient-intake conversation guiding someone toward the right cardiology provider
Patient Intake Starter · TxtAccess
Built for regulated intake

Your process is standardized. Your completion rate isn't.

People assume regulated markets are harder to build for. They are actually more standardized — and standardization is exactly what makes software repeatable.

Nothing starts from a blank page

Your eligibility questions, required disclosures, and validation rules are already modeled in a Starter. You're configuring a process that exists — not commissioning one that doesn't.

People don't quit the questions. They quit the portal.

Most abandonment isn't the questions — it's being told to stop, find a laptop, and remember a password. We remove that by meeting people in a channel that's already open. And when a question genuinely does stump someone, the system restates it, gives them time to find the answer, and logs it — so you can see exactly where people get stuck and fix the wording for everyone who comes next.

Compliance is designed in, not bolted on

HIPAA, TCPA, and CMS TPMO obligations shape the pipeline itself — consent capture, disclosure language, audit trail, and PHI boundaries. Your compliance review starts from a system that already does these things. Read how in-boundary processing works.

If you can name the step where people stop responding, you already know what this fixes.

See the Starters
Start anywhere

Every customer starts with a Starter.

Each Starter is templates, default prompts, routing, integrations, and reporting — almost identical underneath, with the vocabulary of your industry on top. Pick the one closest to your process and go live from there.

Medicare Starter

textmedimatch.com/demo

Turn Medicare-eligible employees into broker-ready appointments. HIPAA and TCPA compliance built into the flow.

Live demo Try it →

Patient Intake Starter

txtaccess.com

Close the gap between a referral and a scheduled visit. No app, no portal, no IT lift.

Marketing site Visit →

Community Lending Starter

textlinklead.com/loanpresales

Collect a loan application from applicants who will never finish it on a desktop portal.

Live demo Try it →

Benefits Starter

Guide employees through open enrollment and life-event changes without a benefits portal login.

In development
Included in every Starter
  • Templates
  • Default prompts
  • Routing
  • Integrations
  • Reporting
  • Consent capture
  • Audit trail
Expansion

Land one workflow. Expand from proof.

Start with the one process that's costing you the most. Prove the number. Then extend the same conversation to the next step — without introducing another portal, another app, or another login for anyone to forget.

  1. Patient Intake Starter
  2. Insurance Verification
  3. Appointment Prep
  4. Care Navigation
  5. Follow-up
  6. Support
Family guarantees

What every Guided Intake deployment guarantees.

These sit on top of the four things every Side Nerd product keeps true.

Consent captured at the door

Opt-in language, timestamp, and channel recorded before the first substantive question. Nothing proceeds without it.

A complete audit trail

Every message, every disclosure, every field change — retained and exportable for compliance review.

PHI stays inside the boundary

Sensitive fields are processed in-boundary and never leave your trust perimeter. Read the architecture.

Drop-off is measurable

You see the exact step where people quit — which is the only way to actually reduce abandonment.

Proof

See it working.

Insurance›
MediMatch
textmedimatch.com

Eligible employees, Medicare-ready. Via text.

White-label SMS Medicare intake for benefits brokers and General Agents.

Medicare Starter Visit →
Healthcare›
TxtAccess
txtaccess.com

Referrals become booked appointments.

A text-first routing layer that closes the gap between referral and scheduled visit.

Patient Intake Starter Visit →
See it in 15 minutes

See a Guided Intake flow end to end in 15 minutes.

Bring the process you most want people to finish. We'll show you where they're quitting and what the same flow looks like as a conversation.

Book a 15-min demo Email Emily