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.
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.
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