Patient Intake Automation
Automate the entire patient intake process with intelligent form distribution, completion tracking, and follow-up workflows. Reduce intake time by 75% while improving data quality.
Why Automated Intake Is Essential
See how intake automation transforms the patient onboarding experience while dramatically reducing administrative workload.
Reduce Intake Time by 75%
Automate form distribution, completion tracking, and data integration. Patients complete intake at their convenience while you focus on preparing for quality first sessions.
Improve First Session Quality
Arrive at every first session with complete intake information already reviewed and organized. Spend session time on therapy, not paperwork and data collection.
Higher Completion Rates
Automated reminders, progress saving, and mobile optimization increase intake completion rates by 60% compared to traditional methods.
Complete Intake Automation Features
Everything you need to create a seamless, automated patient onboarding experience
Smart Form Distribution
Automatically send intake forms when patients book appointments. Customize form sequences based on appointment type, therapist preferences, or client needs.
Completion Tracking & Reminders
Track form completion status in real-time. Send gentle reminders via email or SMS for incomplete forms with customizable timing and messaging.
Progress Saving & Mobile Optimization
Patients can complete forms in multiple sessions with automatic progress saving. Mobile-optimized interface ensures completion on any device.
Conditional Form Logic
Show additional forms based on initial responses. Clients only complete relevant assessments, reducing form fatigue while gathering comprehensive information.
Automatic Data Integration
Form submissions automatically populate client records, create treatment planning templates, and trigger follow-up actions without manual data entry.
Pre-Session Preparation
Generate intake summaries and session preparation notes automatically. Review client information efficiently before first appointments.
How Intake Automation Works
From appointment booking to first session preparation, see how automation streamlines your entire intake workflow.
Automatic Trigger
When a patient books an appointment, the system automatically sends personalized intake forms based on appointment type and therapist preferences.
Patient Completion
Patients receive secure links to complete forms at their convenience. Progress is saved automatically, and gentle reminders ensure completion.
Data Integration
Completed forms automatically populate client records, create treatment planning templates, and organize information for easy review.
Session Preparation
Receive intake summaries and preparation notes before first sessions. Arrive fully informed and ready to focus on therapeutic work.
Automatic Trigger
When a patient books an appointment, the system automatically sends personalized intake forms based on appointment type and therapist preferences.
Patient Completion
Patients receive secure links to complete forms at their convenience. Progress is saved automatically, and gentle reminders ensure completion.
Data Integration
Completed forms automatically populate client records, create treatment planning templates, and organize information for easy review.
Session Preparation
Receive intake summaries and preparation notes before first sessions. Arrive fully informed and ready to focus on therapeutic work.
Intake Automation Questions
Ready to Automate Your Intake Process?
Join mental health professionals who've transformed patient onboarding with intelligent automation. Create seamless intake experiences that save time and improve care quality.