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How a growth agency simplified appointment scheduling with Jotform

Ascend Strategy + Design simplifies appointment scheduling for healthcare and nonprofit clients with Jotform, enabling HIPAA-enabled forms and streamlined workflows.

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Ascend Strategy & Design
Ascend Strategy & Design

Ascend Strategy & Design

Industry:

Marketing & Research

Company Size:

Small

Use Cases:

Healthcare appointment scheduling, conditional logic, client onboarding, data collection

About

Ascend Strategy + Design, an award-winning growth marketing agency based in Valdosta, Georgia, specializes in providing innovative strategies and tools to help clients reach their full growth potential. Leveraging Jotform, Ascend supports healthcare and nonprofit organizations by streamlining data collection, appointment scheduling, and workflow automation, all while ensuring compliance with strict data privacy regulations.

Challenge

Ascend Strategy + Design faced the challenge of creating efficient, HIPAA-enabled solutions for appointment scheduling and data collection for healthcare and nonprofit clients. They needed to handle sensitive information securely while integrating with existing platforms like HubSpot.

Solution

Ascend implemented Jotform’s powerful, feature-rich tools to meet these challenges. They leveraged Jotform’s HIPAA compliance, conditional logic, calculator properties, and scheduling features to create custom forms and workflows. These forms integrated seamlessly with HubSpot for data tracking while maintaining data security.

Results

Ascend successfully launched a HIPAA-enabled vaccine appointment scheduler within a single day, ensuring efficient customer service for Chancy Drugs. For Tulsa Responds, they streamlined tax-consultation appointments, resulting in hundreds of bookings through an intuitive form.

Capability, security and ease of use

Other, more expensive form tools might seem more sophisticated on the surface but don’t measure up to Jotform in terms of capability, security, and ease of use.

Anne Shenton

CEO, Ascend Strategy + Design