Patient intake & registration
Guide staff through consistent, accurate patient intake and registration steps.
Solutions · Healthcare
How Healthcare Teams Use Stepily
From the first offer letter to the next compliance audit, Healthcare runs on processes that have to be right every time. Stepily turns each one into a clear, visual guide your team can follow — and keep current.
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Clinical workflows
Keep care protocols consistent across every team and system.
Care coordination
Document clear handoffs for referrals, transitions, and follow-up care.
Billing & coding
Standardize coding, documentation, and claims preparation for every case.
Compliance & audits
Stay ready for regulatory review with organized, accessible procedures.
Works with your current Healthcare stack
Workday ADP Greenhouse Gusto Namely SAP SuccessFactors BambooHR OrangeHRM Rippling Lever Paylocity Deel
Easily make training materials
Stepily captures a task as it happens and makes a polished guide automatically.
docs.google.com/spreadsheets
New hire onboarding tracker
Tutorial Creator
Capturing00:00:56
Click 'Add new hire'
Select 'Onboarding'
Finish tutorial
Pull up guides as you work, when you need it most
Search your team's guides at any time in your automatic personal searchable library in the browser. Or, integrate them into your knowledge base.
workday.com/benefits-enrollment
Benefits enrollment — Q3
Guide library
benefits enrollment
From your library
Enroll a new hire
9 steps · updated 3 days ago
Add a dependent
6 steps · updated last week
Qualifying life event
12 steps · updated last month
Press ⌥ + K to search from any page
Use Stepily to create automations
Feed PDF exports of your SOPs into AI and create automations that rely on accurate data and steps.
AI assistant
New-hire-onboarding-SOP.pdf
Using the attached SOP, build an automation that provisions accounts for every new hire.
Here's the workflow, straight from your SOP:
- 1Create the account and assign the role named in step 3.
- 2Grant the four system permissions listed in steps 5–7.
- 3Email the welcome pack and notify the hiring manager.
Example
Ready to document your Healthcare processes?
Record a process once and share a clear, visual guide with your whole team in minutes.