Medical Practice Patient Intake Automation

About this offering

Replace paper intake forms and manual insurance verification with a fully automated patient intake system built for private medical practices. New patients complete digital intake forms before their appointment, insurance is verified automatically, and chart notes are pre-populated by the time the physician walks in. The system sends appointment reminders at 48 hours and 2 hours via SMS, captures no-show reasons, and triggers automatic reschedule offers. Front desk staff spend less time on phones and data entry, and more time on in-office patient experience. Built for private practices across Philadelphia and the Delaware Valley. HIPAA-compliant architecture throughout. Integrates with most EHR systems via HL7 or direct API.

What you'll get

• Digital new patient intake forms with e-signature
• Automated insurance eligibility verification
• Appointment reminder sequence via SMS and email
• No-show tracking and automatic reschedule workflow
• Referral source tracking and attribution
• Pre-visit health questionnaire by appointment type
• Document collection portal for records and referrals
• EHR pre-population from intake responses
• Patient communication history log
• Front desk daily prep report with patient summaries

Technologies used

How it works