Improve patient experience by

Digital Patient Intake

Digital patient intake refers to the process of collecting relevant information from both
new and returning patients before their appointment. This includes capturing demographics,
clinical data, insurance details, payments, consent forms, and even clinical screeners & assessments.

How does a Traditional Patient Intake Work?

Traditionally, patient intake relies heavily on paper and pen. The intake process starts once the patient reaches the practice for the appointment. The patient sits in the waiting room to complete the intake forms on a clipboard. They complete a myriad of forms and sign consents. Once the forms are completed, the staff reviews the data. They verify patient eligibility, typically by calling the payor. The staff confirms the data and manually enters the information from the forms into the EHR or PM. The forms completed by the patients are scanned and indexed. The physical copies are kept in storage and destroyed after a certain time as per the practice’s policies.

Why Should You Switch to Digital Patient Intake?

Automating your patient intake workflow can help you address the challenges of a traditional system and deliver higher efficiency and financial returns.

Improve patient experience

Modern-day consumers are used to digital convenience.

Enhance staff productivity

With more time on their hands, the staff can focus on patient-centric duties and deliver quality care.

Strengthen clinical and operational efficiency

A digital patient intake software seamlessly integrates with the EHR or PM system, allowing the automated check-in workflow to synchronize with the rest of the clinical process.

Increase payment collection

An automated patient intake platform provides the right digital patient payment tools to collect co-pays and balances promptly.

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Wyatt Esmond
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Arnie Alban
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Dustin Callahan
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Kristin Weaver
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Leslie Adams
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