What benefits does Patient Intake provide?

Patient CRM replaces disconnected, multi-system workflows with a single structured workspace so your teams can quickly and accurately intake patients.

• Central Workspace - Your team works through a defined Patient Journey Step Phase from a single workspace

• Automatic Record Linking - Patient Journey enrollment, prescription, and insurance records are created and linked to the patient’s record

• Inline Validation - Required fields and validation rules surface during intake, reducing downstream data quality issues

• Intelligent AI Auto-Fill - AI Auto-Fill reads intake forms and auto-populates fields, reducing time spent on manual data entry and potential errors

Is this right for you?

• Does your team receive patient enrollment forms by fax?

• Do your Patient CRM users manually enter patient enrollment data?

• Do you need a structured, pre-defined, auditable workflow for patient enrollment?

• Do you support multiple patient support programs or treatment journeys?

If you answered yes to any of these, Patient Intake via Patient CRM may be a high-priority feature for your team.