Client Services

Material Loans

Kits and materials loaned out—and reliably returned.

Track record-of-loan requests for kits and materials sent to clients or facilities: recipients, materials, assignment, send, and return. Generate four kinds of letters—facility release, patient authorization, treating release, and loan record—and email them to the client.

Capabilities

What you can do

Request lifecycle

Draft, send, and complete return.

Recipients directory

Reusable recipients and lookups.

Four letter types

Generated PDFs for every common scenario.

See Material Loans in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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