Digital Intake Pro
Paperless patient intake with secure forms and automatic EHR sync
❌ The Problem
- →Paper intake forms are time-consuming and error-prone
- →Data entry into EHR takes staff hours
- →Patients arrive unprepared, slowing check-in
- →Missing information causes delays
- →Document handling creates compliance risks
✅ The Solution
- →Digital forms sent before appointments
- →Patients complete intake from any device
- →Data syncs directly to EHR
- →Document uploads handled securely
- →Check-in takes minutes, not 20 minutes
How It Works
Appointment Trigger
Intake forms sent X days before visit
Patient Completes
Fill forms on phone/computer
Documents Upload
Insurance cards, IDs submitted digitally
Auto-Sync
Data pushed to EHR automatically
Staff Review
Quick verification before appointment
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
Primary Care
High patient volume practices
Specialist Clinics
Complex intake requirements
Multi-Location Practices
Standardized intake across sites
Pricing
$1,497
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom configuration tailored to your workflows
Integration with your existing tools
Testing, training, and documentation
30 days post-launch support
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