Congrats!
You now know how Patient Intake works in Patient CRM, from the moment an incoming patient document arrives in the Case Inbox to the moment a patient is enrolled in their Patient Journey. You’ve seen how AI Auto-Fill streamlines data entry and how the Intake workflow works step-by-step.
Learn more about Patient CRM
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Challenge - Create a a patient record with AI Auto-Fill
Create a new patient record as part of the patient intake process. Use AI Auto-Fill to quickly populate the patient fields.
Solution-
Select AI Auto-Fill.
-
Populate the Sex field with Female.
-
Select Create Patient.
-
Select Complete Intake & View Patient Journey.