AI Agents
Generate steps, copy, and logic from a prompt. Ask for changes in plain English and watch them happen.
The AI-native patient acquisition platform for DTC Telehealth.
Build complex intake quiz funnels with AI. Track, attribute, and retarget every conversion.
Meet Engage
How the funnel
fits together
Most health operators today stitch together a landing page tool, a form builder, a payment processor, and manual CRM workflows.
CarePortals replaces that patchwork with a single canvas. One flow, one data model, one place to change it, from the first ad click through to the paid patient.
Landing page Eligibility quiz Patient intake Consent Checkout
Capture
The landing page and the first question live in one flow
An ad click lands on a page you built here, and the qualifying question is the very next screen. No redirect to a form tool, no drop-off between systems.
Route
Every answer can change the path
Routing rules branch on eligibility answers, so qualified patients go straight to checkout while others get a follow-up, a waitlist, or a different treatment path.
Convert
Consent, payment, and handoff at the end
Consent is captured at the right moment, Stripe checkout sits inside the flow, and your care team receives structured data. No manual review for standard cases.
One platform for your entire patient journey
From logic to design to content. Create and launch entire experiences in one visual editor.
Logic & branching
Eligibility rules, conditional paths, and personalization on every step. Route each patient to the right outcome, automatically.
Custom themes
Fonts, colors, tone, and motion. Every step looks like your brand, not a form tool.
Analytics, A/B testing & self-improving funnels
Test every step, see exactly where patients drop off, and let winning variants take over. Conversion climbs week over week.
How CarePortals is different.
Form builders were designed to collect answers. A patient funnel has to qualify patients, capture consent, take payment, and hand structured records to your care team. Force a form tool into that shape and you get brittle workarounds, plus PHI where it doesn't belong.
Purpose-built for health
Built for regulated health intake, not surveys: HIPAA-aware, consent-first, with the eligibility routing health programs actually need.
AI that generates, not just assists
Describe your program and CarePortals drafts the complete funnel: steps, fields, copy, and routing rules. You start from something 80% right and refine, not from a blank canvas.
Everything in one tool
Landing page, quiz, intake, consent, and checkout live in one builder. No multi-tool duct tape, no integration maintenance, no three support tickets when something breaks.
Launch in hours, iterate weekly
Most teams go from first demo to a live draft the same week. After launch, analytics and A/B testing drive improvements without restarting from scratch.
Know which ads bring you patients.
Full-funnel attribution and server-side conversion signals, from first click to paid patient. Your ads optimize on real data, and PHI never leaves the building.
Marketing attribution
See which campaign, ad, and creative produced every patient, from first click to payment.
Conversion signals that feed the algorithm
Every conversion captured server-side and sent back to Meta and Google, so bidding gets smarter and CAC drops.
Compliant by construction
PHI is stripped before any event leaves the platform. Full signal, none of the pixel risk.
Audiences you own
Retargeting and lookalikes built from your first-party data, synced compliantly to your ad accounts.
Activate anywhere you spend.
Every ad platform and destination, synced server-side.
Meta CAPI Server-side conversions matched to Meta audiences by hashed email and phone. No pixel, no cookie dependency.
Google Ads Enhanced Conversions and Customer Match sent first-party to Google, so match rates hold without third-party cookies.
TikTok Events Server-to-server delivery to TikTok's Events API with hashed identifiers only. No raw PII ever transmitted.
Webhooks Push any segment change or event to your CRM, warehouse, or internal tooling with an HMAC-signed endpoint.
Attribution Tie every conversion back to the ad, campaign, and keyword that drove it. See which spend actually makes patients.
Time Machine Replay months of historical events into any new integration on day one, all through the same PHI-safe pipeline.