Paperwork first.

Hello second.

Simplify Intake

Patient outreach and digital intake

Welcome referred patients by text and email with a link to their next step. Let them complete their details, medical history and insurance before their first visit.

See Intake in action ↗
Scroll to follow Alex’s intake

WHERE INTAKE SITS IN THE JOURNEY

Intake covers the welcome and the forms.

  1. 01Referral
  2. 02Contact
  3. 03Intake
  4. 04Booking
  5. 05Sync
  6. +Insights
  1. Hello, before the first hello. A welcome goes out by text and email as soon as the referral is ready.
  2. One tap to get started. The message carries a direct link to the patient’s intake form.
  3. Their details, their pace. Contact details, medical history and insurance, completed on the patient’s phone before the visit.
  4. A gentle nudge back. If a form is left unfinished, a follow-up helps the patient pick up where they left off.
  5. Done before they arrive. Your team sees the finished intake next to the referral, before the first visit.

THE INTAKE CHECKLIST

Everything gathered
ahead of the visit.

INTAKE FAQ

Intake,
answered.

What does the patient receive?+

Patients receive text and email outreach with a link to the next step in their referral and intake journey.

What information can intake collect?+

The workflow includes patient details, medical history and insurance information.

What if a patient needs help?+

Your team still handles personal conversations and exceptions. Simplify helps with the repeatable steps around intake and follow-up.

How does intake connect to booking?+

Intake is part of the same referral journey that leads to an eligible consultation time and your supported practice management system.

AFTER THE FORMS

Next: Scheduling
pick a time.

Continue to Scheduling Book a demo