Custom Intake & Smart Data Capture

Custom Intake Forms and Check in

Send Intake forms via text, email or on the portal
In office and Televisit Check in to notify providers
Collect demographics, consents, and clinical information through fully customizable intake forms.
AI Card Reader instantly scans insurance and ID cards to auto-populate patient records.
Save credit cards on file.
Add or update current medications and allergies.
Conduct clinical surveys.
All clinical information flows seamlessly into the chart—no manual entry required.

Automatically or Manually Send Intake Forms

AI Card Reader

Add pictures of patient insurance and picture ID adds all the information and checks elgibility.

View Demo

Save time entering administrative and clinical information

Electronic intake can save hours of staff and provider time, while also getting more accurate information.

Automated or Manual Send

Send customizable intake documents on demand or with appointment notifications. Create different custom forms based on the type of visit.

Signing Consents

Multiple consents can be added and signed with a signature or typed name. Guarantor can also be added for signature. Initials are also supported. Custom fields allow for entry and saving the information. Scanned documents can also be added.

Credit/Debt Card On File

Enter credit or debit card information to save on file for payment of patient balances. Cards are stored in a PCI complaint vault.

Drivers license and AI Insurance Card Reader

Ai Card Reader will read the insurance information from pictures, then maps to an existing payer or adds a new payer, then adds the policy and group number for the primary, secondary and/or tertiary payer. The insurance is verified with the insurance company and information is updated for guarantor, copay, co-insurance and deductible. Drivers license is also read to check address and patient names.

Family & Care Team Contacts

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise

Custom Clinical Forms, Assessments, Medications, & Allergies

Add demographic information and clinical fields to forms to import into the clinical note. Current medications and allergies can also be added and updated. Clinical assessments can be sent on demand.

Explore All Specialities

Explore All Solutions