Digital patient intake for a multi-branch clinic

New patients filled in paper forms and the front desk retyped everything into the practice system. Details went missing, follow-ups slipped, and staff spent hours a week on data entry.

We replaced the paper with a digital intake that validates answers as the patient types. Clean records are filed straight into the clinic's system, anything unusual is flagged for a person, and the care team gets a short summary before the patient arrives.

1. 01The patient fills in the intake form online before the visit
2. 02Answers are checked and formatted as they are typed
3. 03Anything unusual is flagged for a person to review
4. 04Clean records are filed into the clinic's system
5. 05The care team gets a short summary before the patient walks in

Intake forms retyped into the practice system

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• Only the exceptions need a person, so the front desk handles a handful of flags instead of every form.
• Clinicians start the visit with the patient's details already in front of them.

• Business process automation
• AI agents