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Sorta

Patient Intake Software for Outpatient Clinics

health AI / medtech / digital health / patient intake software
Founded2026
Employees2
LocationEl Paso, TX
Business modelSaaS / subscription with 30-day free pilot

About

Sorta is an AI-powered paperwork automation engine for outpatient specialist clinics. We take information clinics already collect — patient details, staff notes, visit data— and automatically generate the internal forms clinics fill out manually every single day. We don’t replace the EHR. We sit on top of it and eliminate the repetitive paperwork EHRs are terrible at. What Sorta automates: • Patient Information Forms • Insurance Forms • Imaging Request Forms • Prescription Forms • Procedure & injection logs • Imaging and testing order sheets Why this matters: Specialist clinics see 30–70 patients per day, and still rely on paper, PDFs, and duplicated data entry. That means: • Lost time • Preventable errors • Staff burnout • Slower revenue workflows Sorta scrapes visit data and turns it into complete paperwork, in clean, printable formats, with fast corrections and batch generation at the end of the day. Our mission: To eliminate repetitive clinical paperwork so healthcare teams can focus on patient care, not filling forms. We’re building the admin layer for outpatient medicine. Starting small, proving daily value, and expanding form by form. If you’re a: • Clinician drowning in paperwork • Practice manager optimizing workflows • Health IT operator tired of bloated systems • Builder interested in real healthcare problems - you’re in the right place.

Product

Value proposition
Automates intake, consent, prior authorization, and specialty questionnaires so front desk staff can focus on patient care; patients self-serve via text link; everything maps to existing forms with no changes required.
Target customers
Independent outpatient clinics and small to mid-size clinics looking to replace manual intake processes
Pricing
30-day free pilot; $300/mo after, no per-form fees, cancel anytime

Founders

  • Emiliano "Emi" Rodriguez — CEO & Co-Founder
  • Ian Mendoza — CTO & Co-Founder
  • Lembit Venegas Kupper — CMO & Co-Founder

Categories

Patient intakeEHR interoperabilityHIPAA-compliant softwarePractice management

Products

Intake packetsform mapping and reviewprint-ready packetsHIPAA-compliant workflow

Key features

Automated intake capture before visitMapping and human-reviewed field alignmentText/email one-time intake link for patientsPrint-ready and signable packetsHIPAA-compliant with BAA includedNo per-form fees, no contracts, 30-day free pilot

Technologies

mobile/phone-based formsend-to-end encryptionBAAPHI region-locking to the US

Integrations

EHRs / platforms / systems it integrates withprint-ready packets for handoff to EHR

Care settings

outpatient clinicsindependent outpatient clinicsambulatory care

Certifications

HIPAA-compliantBAA includedSOC 2 Type II in progress

Traction metrics

5 clinic pilots live as of May 202630-day free pilotreclaimed 33 hours/week for clinics

News

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Profile updated Jul 29, 2026. Sources: getsorta.io, linkedin.com

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