FunnelCake MD
Marketing Made Delicious, Patient Engagement
Made Delightful.
HIPAA-Compliant. AI-Powered. EMR-Integrated.
Questions? We’re here to help! Contact us at [email protected].
Revolutionize Your
Data Collection with
Forms & Surveys
The patient experience begins before they walk through your door. Replace clunky paper stacks with secure, intelligent digital forms that streamline intake and automate your front office.
Revolutionize Your Data Collection with Forms & Surveys
The patient experience begins before they walk through your door. Replace clunky paper stacks with secure, intelligent digital forms that streamline intake and automate your front office.
HIPAA Compliant Tools
For Patient Communication
Digital Patient Intake: Data Before Arrival
Website Embedding: Place secure intake forms directly on your "New Patient" page, allowing individuals to submit their medical history from the comfort of home.
Link-Based Sending: Automatically text or email a pre-appointment questionnaire to patients 24 hours before their visit, ensuring files are complete upon arrival.
Mobile Optimization: Our forms adjust perfectly to smartphone screens, making it easy for patients to fill out consent documents without pinching or zooming.
Why It Matters: A crowded waiting room full of people filling out paperwork is efficient for no one. Digitizing this process reduces wait times and eliminates manual data entry errors.
Adaptive Logic: Ask Only What Matters
Conditional Branching: Design smart questionnaires that change based on user input—if a patient selects "Knee Pain," the form automatically reveals knee-specific follow-up questions.
Personalized Experience: Hide irrelevant sections to keep forms short and user-friendly, significantly increasing completion rates.
Pre-Screening Accuracy: Gather precise clinical details automatically, giving your providers a clearer picture of the patient's condition before the exam begins.
Why It Matters: Long, generic forms frustrate patients. "Smart" forms respect their time by asking only relevant questions, starting the clinical relationship on the right foot.
Digital Patient Intake: Data Before Arrival
Website Embedding: Place secure intake forms directly on your "New Patient" page, allowing individuals to submit their medical history from the comfort of home.
Link-Based Sending: Automatically text or email a pre-appointment questionnaire to patients 24 hours before their visit, ensuring files are complete upon arrival.
Mobile Optimization: Our forms adjust perfectly to smartphone screens, making it easy for patients to fill out consent documents without pinching or zooming.
Why It Matters: A crowded waiting room full of people filling out paperwork is efficient for no one. Digitizing this process reduces wait times and eliminates manual data entry errors.
Secure Documentation: Signature & Uploads
Integrated E-Signatures: Capture legally binding electronic signatures for HIPAA releases, financial agreements, and treatment consents instantly.
File Attachments: Allow patients to snap a photo of their insurance card or driver's license and upload it directly through the form.
Encrypted Storage: All data is encrypted in transit and at rest, ensuring your practice meets the highest standards of regulatory compliance.
Why It Matters: Chasing down missing insurance cards or unsigned waivers delays reimbursement. Collecting these digital assets upfront accelerates your billing cycle.
Adaptive Logic: Ask Only What Matters
Conditional Branching: Design smart questionnaires that change based on user input—if a patient selects "Knee Pain," the form automatically reveals knee-specific follow-up questions.
Personalized Experience: Hide irrelevant sections to keep forms short and user-friendly, significantly increasing completion rates.
Pre-Screening Accuracy: Gather precise clinical details automatically, giving your providers a clearer picture of the patient's condition before the exam begins.
Why It Matters: Long, generic forms frustrate patients. "Smart" forms respect their time by asking only relevant questions, starting the clinical relationship on the right foot.
Automated Workflows: Actionable Data
Instant Triggers: Submitting a form can automatically fire a sequence of actions—such as creating a task for the nurse, sending a "Thank You" text, or tagging the patient in your CRM.
Notification Alerts: Notify the specific department immediately when a specialized form (e.g., "Referral Request") is submitted.
Profile Syncing: Form answers map directly to the patient's contact record, ensuring your database is always up to date without manual typing.
Why It Matters: A form shouldn't just be a PDF in a folder; it should be the start of a process. Automation ensures that every submission results in immediate, organized action.
Secure Documentation: Signatures & Uploads
Integrated E-Signatures: Capture legally binding electronic signatures for HIPAA releases, financial agreements, and treatment consents instantly.
File Attachments: Allow patients to snap a photo of their insurance card or driver's license and upload it directly through the form.
Encrypted Storage: All data is encrypted in transit and at rest, ensuring your practice meets the highest standards of regulatory compliance.
Why It Matters: Chasing down missing insurance cards or unsigned waivers delays reimbursement. Collecting these digital assets upfront accelerates your billing cycle.
Automated Workflows: Actionable Data
Instant Triggers: Submitting a form can automatically fire a sequence of actions—such as creating a task for the nurse, sending a "Thank You" text, or tagging the patient in your CRM.
Notification Alerts: Notify the specific department immediately when a specialized form (e.g., "Referral Request") is submitted.
Profile Syncing: Form answers map directly to the patient's contact record, ensuring your database is always up to date without manual typing.
Why It Matters: A form shouldn't just be a PDF in a folder; it should be the start of a process. Automation ensures that every submission results in immediate, organized action.
Forms Suite Pricing
Our Forms & Surveys features are available as a flat-rate add-on. For $97/month, you receive Unlimited Forms, Unlimited Submissions, Logic Branching, and E-Signature Capabilities.
Why It’s Worth It
Standalone tools can cost $50 to $100/month each and create disconnected data silos. Funnel Cake MD integrates these tools directly into your patient record, saving you money and eliminating "copy-paste" admin work.
Forms Suite Pricing
Our Forms & Surveys features are available as a flat-rate add-on. For $97/month, you receive Unlimited Forms, Unlimited Submissions, Logic Branching, and E-Signature Capabilities.
Why It’s Worth It
Standalone tools like can cost $50 to $100/month each and create disconnected data silos. Funnel Cake MD integrates these tools directly into your patient record, saving you money and eliminating "copy-paste" admin work.
Make the "Waiting Room" a Thing of the Past
The clipboard is a relic. It represents wasted time, illegible handwriting, and administrative friction. Modern patients expect a seamless, digital experience that respects their schedule. Don't let paperwork be the barrier between you and your patients. Modernize your intake process, start collecting data effortlessly and focus on care, not clerical work. Try it risk-free for 14 days to hear the difference for yourself.
Zero Risk, Total Impact
The cost of just one missed appointment or a single lost lead far outweighs the investment in Funnel Cake MD. We are so confident our system will pay for itself that we want you to try it for free for 14 days. By centralizing your messages and automating your follow-ups, you aren’t just saving time—you’re building a more reliable, professional practice that patients trust. Start your trial today to achieve 60% faster response times and give your front desk the "superpowers" they need to deliver exceptional care.
Make the "Waiting Room" a Thing of the Past
The clipboard is a relic. It represents wasted time, illegible handwriting, and administrative friction. Modern patients expect a seamless, digital experience that respects their schedule. Don't let paperwork be the barrier between you and your patients. Modernize your intake process, start collecting data effortlessly and focus on care, not clerical work. Try it risk-free for 14 days to hear the difference for yourself.
Frequently Asked Questions
What is the soft phone and SMS feature, and how can it benefit my practice?
The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.
Can I use this system on my existing devices?
Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.
Can I add multiple phone numbers to my account?
Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.
Does the system allow call forwarding?
Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours
Can my team members share access to the phone system?
Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.
How does pricing work for the phone and SMS system?
When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.
• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.
• You’ll always have complete visibility into your usage through the platform’s dashboard.
How much do additional minutes and SMS messages cost?
Additional minutes and SMS messages are affordably priced:
• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute
• SMS Messages: SMS - $0.0237 per SMS Segment
Are automated responses and AI features included in this system?
Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.
Is this system HIPAA-compliant?
Yes, 100%! The platform is fully HIPAA-compliant, ensuring
that all patient communication is secure and meets healthcare privacy regulations.
How do I monitor my call and SMS usage?
You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.
How do I get started?
Getting started is easy!
1) Purchase the Foundational Layer Cake Plan for $97.
2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.
3) Begin making calls, sending SMS messages, and experience seamless patient communication.
What happens if I run out of credit?
You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.
Can I integrate this system with my existing EMR?
Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.
What support is available if I need help?
Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.
Frequently Asked Questions
What is the soft phone and SMS feature, and how can it benefit my practice?
The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.
Can I use this system on my existing devices?
Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.
Can I add multiple phone numbers to my account?
Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.
Does the system allow call forwarding?
Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours
Can my team members share access to the phone system?
Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.
How does pricing work for the phone and SMS system?
When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.
• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.
• You’ll always have complete visibility into your usage through the platform’s dashboard.
How much do additional minutes and SMS messages cost?
Additional minutes and SMS messages are affordably priced:
• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute
• SMS Messages: SMS - $0.0237 per SMS Segment
Are automated responses and AI features included in this system?
Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.
Is this system HIPAA-compliant?
Yes, 100%! The platform is fully HIPAA-compliant, ensuring
that all patient communication is secure and meets healthcare privacy regulations.
How do I monitor my call and SMS usage?
You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.
How do I get started?
Getting started is easy!
1) Purchase the Foundational Layer Cake Plan for $97.
2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.
3) Begin making calls, sending SMS messages, and experience seamless patient communication.
What happens if I run out of credit?
You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.
Can I integrate this system with my existing EMR?
Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.
What support is available if I need help?
Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.
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