Digital Intake + Eligibility Check

Paper forms and manual eligibility checks create delays and errors whilst patients wait. This automation provides mobile-first digital intake with real-time insurance verification.

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Digital Intake Forms + Eligibility Check Workflow - From paper chaos to AI-powered intake

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The Evolution Journey

Mobile intake with instant eligibility. Sync to EMR.

Stage 1: Manual Paper Processing

Patients fill paper forms in waiting room causing bottlenecks
Manual data entry from forms into EMR systems
Phone calls to insurance companies for eligibility verification
Appointment delays due to incomplete or unclear forms
Filing and storage of physical paperwork

Stage 2: Digital Forms with Smart Validation

Mobile-responsive digital forms sent before appointments
Real-time validation and smart field completion
Automated insurance eligibility checks during form completion
Direct integration with EMR systems upon submission
Digital signature capture and document management

Stage 3: AI-Powered Intake Intelligence

Predictive form pre-population based on patient history
AI-driven risk assessment and care pathway suggestions
Automated prior authorization initiation when required
Real-time appointment optimization based on eligibility
Proactive communication about coverage and costs

Key Benefits

Faster appointment check-ins with pre-completed forms
Reduced insurance claim rejections through upfront verification
Better patient experience with transparent cost information
Improved cash flow through eligibility confirmation

Ready to Transform Your Business?

Schedule a discovery consultation to discuss how our AI solutions can address your specific practice challenges.

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