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Patient Intake

Paper forms slow every visit and bury your staff in data entry. Patient Intake collects forms, insurance, and consents from the patient’s phone before they arrive, then drops it straight into the chart, no clipboard, no re-typing.

Digital intake
Insurance & Benefits
Verified
BLUECROSS BLUESHIELD FL
John Doe
MEMBER ID
BCB-8812-4403
PLAN
PPO Derm
Estimated due today
$360
Step 3 of 4
The gap

No more running late in clinic

Paper intake taxes everyone: patients are frustrated by being asked to fill out the same forms again. Staff wastes time keying it in. Check-in backs up, providers get annoyed at delays and everyone feels the friction.

What Patient Intake does

✓
Patients complete forms, history, and consents from their phone or computer ahead of time
✓
Patients upload cards and IDs from their device, and the files are saved straight to the patient chart
✓
Completed intake flows straight into your PMS, with zero staff involvement
The outcome

What it adds up to

Before
arrival, intake is already done
0
clipboards or re-keying
Fewer
errors at check-in
Built for your specialty

Patient Intake works the way your specialty works

See how it fits your patients and workflows.

Let's talk about your front office woes.

If we don't perform, you don't pay.
Allow us to unlock value from your existing patient base.

Let's Talk