Patient Intake
The complete process of bringing a new or returning patient into the practice, including initial contact, scheduling, information gathering, and preparation for their visit.
What Does This Mean?
Patient intake encompasses everything from the first phone call to the patient walking through the door. This includes answering calls, booking appointments, collecting patient information, verifying insurance, sending confirmations, and ensuring all paperwork is ready. Effective intake sets the tone for the patient relationship and impacts conversion, satisfaction, and operational efficiency.
Examples
- A new patient calls, is scheduled, and receives confirmation
- Demographics and insurance collected before the visit
- Forms and paperwork prepared in advance
mybcat Solutions
Learn how mybcat addresses patient intake:
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