Patient Scheduling & Intake
A phone-tag intake process delays care and loses prospective clients. We build the scheduling system that gets someone booked with the right provider on the first try.
What we build
- Digital intake forms: Insurance, history, and consent forms completed online before the first session.
- Provider matching: New clients routed to providers based on specialty, availability, and insurance accepted.
- Automated reminders: Appointment reminders that reduce no-shows without a front-desk phone call.
- Waitlist management: Cancellations automatically offered to waitlisted clients.
Implementation scope
Scheduling connects directly to clinical notes and billing, so an intake automatically creates a client record and a billing profile.