New Patient Intake, Streamlined & Secure

Effortless onboarding, collecting, verifying, and scheduling every new patient, 24/7, with physician-designed protocols.

What Is

The New Patient Intake service streamlines and secures the entire patient onboarding process through physician designed protocols that operate around the clock. This comprehensive solution addresses the critical challenge of manual data entry errors and delays that can compromise patient care quality. The service efficiently handles collecting, verifying, and scheduling every new patient while ensuring all processes maintain strict HIPAA compliance. Key features include insurance verification and completion of consent forms before the patient's visit, eliminating administrative bottlenecks and reducing wait times. By automating and optimizing the intake workflow, medical practices can focus on delivering exceptional patient care while ensuring accurate, complete patient records from the very first interaction.

Pain Point Strip

Paper forms and phone tags drive patients away before their first visit.
Manual data entry leads to errors and delays in patient care.
Missed or incomplete information leads to billing and compliance headaches.

Solution Snapshot

Friendly, USA based medical receptionists collect all intake info over the phone, no clipboards or guesswork.
Live insurance verification and consent forms completed before the visit.
Seamless integration with your EHR: all details are securely transferred, ready for care.
HIPAA-compliant digital documentation, no lost data, ever.

Frequently Asked Questions

Find answers to common questions about our medical answering services. Can not find what you are looking for? Contact our support team.

Manual data entry and inefficient intake processes cause errors, delays in patient care, and lost revenue opportunities. Our streamlined system collects, verifies, and processes new patient information before visits, reducing appointment times and eliminating administrative bottlenecks. This efficiency improvement allows you to see more patients while providing better care.

Effortless onboarding significantly improves new patient conversion rates by removing barriers to care. When potential patients can easily complete intake processes and schedule appointments, they're more likely to follow through. Our system eliminates the friction that causes prospects to abandon the process or choose competitors.

Yes, our system includes live insurance verification and payment collection as part of the intake process. Patients arrive with verified benefits and necessary payments completed, eliminating surprises and improving collections. This proactive approach reduces appointment delays, improves cash flow, and enhances patient satisfaction.

Our physician designed protocols include verification steps and quality checks to ensure accuracy. We use secure systems to collect and verify patient information, insurance details, and medical history. This systematic approach reduces errors that commonly occur with manual data entry and rushed intake processes.

Our new patient intake system can handle comprehensive documentation including HIPAA forms, treatment consents, financial agreements, and medical history questionnaires. All forms are completed electronically before visits, ensuring compliance and completeness while saving valuable appointment time for clinical care.

Our system integrates with major healthcare platforms, allowing seamless transfer of new patient information directly into your EHR. This integration eliminates duplicate data entry, reduces errors, and ensures all patient information is immediately available for clinical staff. Integration setup is customized to your specific system requirements.

Absolutely. Our system accommodates practices with multiple providers, locations, and specialized services. New patients can be matched with appropriate providers based on their needs, insurance, and scheduling preferences. The system handles complex intake requirements for different specialties and service lines within your practice.

All new patient intake processes are conducted through fully encrypted, HIPAA-compliant systems. Patient information is collected, stored, and transmitted securely with complete audit trails. Our staff receive ongoing HIPAA training and follow strict protocols for handling protected health information throughout the intake process.

Our live staff are available 24/7 to assist new patients with intake questions, form completion, and scheduling. Patients never feel abandoned in the process and can get immediate help when needed. This human touch ensures high completion rates while maintaining the efficiency of digital intake processes.

Practices typically see reduced appointment times, improved new patient conversion rates, better insurance verification, increased collections, and enhanced patient satisfaction. Administrative staff spend less time on data entry and more time on patient care activities. Most practices report improved efficiency and revenue within 30 days of implementation.