Mobile2b logo Apps Pricing
Contact Sales

Digital Patient Engagement Platforms for Clinics Workflow

End-to-end digital platform enabling clinics to engage patients through secure messaging, appointment scheduling, and personalized health information. Streamlining communication, improving patient satisfaction, and enhancing care delivery.


New Patient Intake

Patient Demographics

Medical History

Medication List

Referral Follow-up

Patient Reminders

Pre-Appointment Check-in

Treatment Plan Update

Patient Feedback

Insurance Verification

Treatment Plan Review

Patient Education

New Patient Intake

Type: Send Email

The New Patient Intake process is a critical step in the healthcare workflow that ensures seamless integration of new patients into the practice. This step involves collecting necessary information and documentation to establish a patient's medical history and demographic details. The process begins with the receptionist or front desk staff greeting the patient, obtaining their personal and insurance information, and verifying their identity. Next, the new patient is directed to complete a comprehensive intake form that captures essential medical history, medications, allergies, and emergency contact details. A copy of the patient's identification documents and insurance cards are also obtained for record-keeping purposes. This crucial step ensures accurate and up-to-date records, facilitating timely and effective treatment delivery. The collected information is then stored in the practice management system for easy access by medical staff during subsequent visits or when providing care to the patient.

Book a Free Demo
tisaxmade in Germany

Generate your Workflow with the help of AI

Type the name of the Workflow you need and leave the rest to us.

FAQ

How can I integrate this Workflow into my business?

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.

How many ready-to-use Workflows do you offer?

We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.

What is the cost of using this form on your platform?

Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.

tisaxmade in Germany
© Copyright Mobile2b GmbH 2010-2025