Patient Intake Automation
Digital patient intake: forms, consent, insurance verification — before they walk in the door.
What needed
solving
Clinics were wasting 45 minutes per new patient on paper forms, manual insurance checks, and re-entering data into the EMR. Front desk staff were overwhelmed and error rates were high.
The automation steps
Appointment confirmed in scheduling system
Intake form sent via SMS; insurance verified via API; data mapped to EMR fields
Patient record created; insurance pre-auth flag raised if needed
Clinician receives brief pre-appointment summary; admin alerted to any issues
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.