What gets captured
Demographics, insurance, pharmacy, referring physician, consents, financial policy, and specialty-specific history — each needed by a different downstream workflow.
Pillar 03
Intake
Demographics, insurance, consents and history captured before the visit, not at the window.
Intake is the paperwork tax every new patient pays, and every practice pays twice — once collecting it and once correcting it. Bad intake surfaces later as a denied claim or a clinician reading a blank history.
We solve the parts of intake that happen on the phone. Structured digital intake with document capture is a real and separate product, and we say so.
What this covers
Where it goes
Intake is only useful if it lands as structured data in the chart rather than as a scanned image nobody reads.
In depth
Registration
Digital Patient Intake Forms
Collecting demographics, history, pharmacy and consents before the visit rather than at the window.
Registration
Insurance Card and ID Capture
Getting an accurate copy of the insurance card and photo ID into the chart before the visit.
Compliance
Consents and Financial Policy
Getting HIPAA acknowledgements, financial policy and treatment consents signed and filed.
Accuracy
Registration Data Quality
Making sure what is in the chart matches reality before the claim goes out.
Registration
New Patient Registration Checklist
Everything that has to be true before a new patient's first visit.
Registration
Why Patients Abandon Digital Intake
Forms that get started and never finished.
Coverage
Verifying Insurance at Registration
Catching a coverage problem while you can still do something about it.
Accuracy
Keeping Established Patient Records Current
The address, insurance and pharmacy that changed and nobody asked about.
What we solve, and what we don't
Capturing intake details on inbound calls
Available nowDemographics, insurance and referral detail are captured on the call and written into the chart as structured fields.
Digital forms, insurance card and photo ID capture, OCR
In developmentDocument capture with OCR into the EMR is in development. If this is your biggest gap, the scan is where to say so — it is one of the things we are actively deciding how to prioritise.
Specialty-specific clinical questionnaires
We don't solve thisWe do not build clinical questionnaire libraries. Most EMRs and dedicated intake platforms do this better than a phone layer could.
Where does this rank for your practice?
The Front Desk Opportunity Scan estimates the staff hours and revenue behind each of the six pillars using your own numbers, then tells you which to fix first. Your score appears before we ask for anything.
The other five
Answer
Every call picked up, triaged, and routed — including the ones outside office hours.
Schedule
Slots filled, cancellations backfilled, and recalls that actually go out.
Process
Faxes, referrals, records and prior auth — the paperwork nobody sees and everybody drowns in.
Collect
Coverage verified before the visit and balances collected after it.
Grow
The digital front door: getting found, getting booked, and getting reviewed.