Stop Handing Out Paper Clipboards
A clean intake process sets the tone for a patient’s entire experience. Our virtual assistants handle forms, demographics, and data entry remotely so your front desk can focus on greeting patients with a smile. Starting at $9.25/hr.
Clear the Waiting Room Bottleneck
We all know the scenario. A new patient arrives exactly on time for their appointment, but they have not filled out their paperwork. Now they are sitting in the waiting room for 20 minutes filling out forms, the doctor is delayed, and the front desk is scrambling to type their handwritten information into the computer.
Worse, manual data entry leads to misspelled names and wrong insurance ID numbers. That practically guarantees a denied claim weeks later.
Our virtual assistants solve this by fully onboarding your patients before they even walk through your doors. We send out the digital links, follow up with patients who forget to fill them out, and accurately enter all demographic and medical history data directly into your software.
What Our Intake Specialists Handle
We process the paperwork so your in-house staff can focus on patient care.
Digital Form Dispatch
As soon as an appointment is booked, we send secure links for intake forms, health histories, and screening questionnaires via email or text message.
Demographics Verification
We review incoming forms for missing information, update addresses, and ensure names match insurance databases exactly to prevent simple billing errors.
Consent Management
We confirm that all required HIPAA releases, financial policies, and treatment consent forms are signed, dated, and legally compliant prior to the visit.
EHR Data Entry
We take the information provided by the patient and accurately build their complete profile in your practice management system so your clinical team is ready to go.
Missing Form Follow-Up
Patients often forget to fill out paperwork. Instead of your front desk scrambling when they arrive, our assistants make friendly outbound calls to remind them to complete their digital forms ahead of time.
Secure Document Processing
We securely process digital uploads of patient IDs and insurance cards. We crop and attach them cleanly to the patient's chart so your billing team has everything they need to verify benefits.
Common Questions About Intake Services
Make a Great First Impression Every Time
Start your 14-day free trial today. We handle every step of new patient registration so your front desk team can focus on the people walking through your door. No credit card needed.