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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
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.
The rest of the platform
Close every gap, not just one
Reactivate
Recall Health
The patients who quietly stopped coming back, found and rebooked.
Learn more →
Book Appointment
Online Schedule
Open slots that never got filled, booked by patients themselves.
Learn more →
Answer & Schedule
AI Medical Receptionist
Every call answered, day or night. No patient slips away.
Learn more →
Get paid
PayMyDoc
Patient balances that could age out and never get collected. Instead, pay with a tap on any device.
Learn more →
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.