Patient intake software enables the capture of data and documentation required to facilitate a patient's initial visit, and the associated workflows involving that data (e.g., checking insurance eligibility). These solutions streamline the administrative processes involved in preparing for a visit, reducing the burden on both patients and administrative staff.
Patient intake products are most commonly delivered as part of a bundled solution, though there are some standalone products as well. Most EHRs come with basic patient intake functionality, though frequently provider organizations will look to patient engagement solutions to cover their patient intake needs, as they provide a better user experience and enhanced functionality. Organizations that want complete control over the user journey also have the option of turning to developer-focused solutions that offer back-end capabilities and the front-end UI flexibility to customize the patient intake process.