Automating Patient Intake

Star Rating
1279 students
30 minutes
Does your patient intake process amount to piles of paperwork and hours of wasted time? Not anymore. Discover how to replace paper-based forms with online documents, cut administrative process routines from hours to minutes, and keep completed documents in one place.
Automating Patient Intake

About this course

This course provides step-by-step instructions on how to build fully-automated patient intake workflows. You’ll take a look at how healthcare organizations can automate the patient registration process, get rid of paper forms, and resolve the issue of sorting and storing documents to provide a seamless experience for patients, doctors, and receptionists.

By the end of this course, you will be able to create, visualize, and automate patient intake processes and similar use cases, reducing heavy workloads and increasing patient satisfaction.

What’s included?

lessons to explain how to automate patient intake workflows
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to build fully-automated patient intake workflows without coding
How to create a visual representation for patient intake workflows
How to route documents between recipients and systems

Who is this course for?

Anyone looking to streamline their patient intake processes
Anyone looking to automate their patient intake paperwork
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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How to turn a paper-based patient registration process into an automation workflow: the airSlate Academy

Patient intake is a crucial process and is the first interaction a patient has with a health institution and its staff. Customer satisfaction rates and clinical success depend on patients’ first interactions with a hospital. Typically, the process is full of mundane routines and manual tasks like gathering data, updating the CRM, and searching through medical history. The airSlate Academy helps enhance repetitive processes, creating an automation workflow.

Why was the Patient intake course created?

The airSlate Academy patient intake course aims to improve and automate each step of patient registration. The course plan covers all the bottlenecks and pain points of the admission process, starting from filling out the new patient intake form template to scheduling the next appointment.

While taking this course, you will learn how to automate the admission process with airSlate WorkFlow. Learn how to:

  1. create a reusable patient intake form template;
  2. configure integration bots to connect with other software you already use;
  3. get rid of decoding a patient's writing with automatic data-driven;
  4. update the patient intake coordinator on all changes;
  5. use the eSignature tool to get consent from patients faster.

Who is eligible to take the Patient intake course?

Anyone who has completed the airSlate WorkFlow Fundamentals course is eligible to enroll. In addition to those who:

  1. want to master digital process transformation within health institutions;
  2. are ready to change the healthcare structure with automation tools from the ground up;
  3. have theoretical automation knowledge and want to get practical experience in automating clinical processes with the right tools.

What does the course consist of?

In addition to theoretical knowledge; you will receive practice to consolidate your understanding by creating a fully operational workflow; you will use bots for client admission and transferring data between internal and external services. This course teaches you everything you need to know about using airSlate WorkFlow’s tools to automate and enhance document-driven processes.

A great example is how to integrate with Salesforce. With airSlate WorkFlow, you can integrate with the most popular systems of record. After this course, you can put your skills to good use.

The airSlate Academy understands why patient registration jobs need more automation

As we mentioned above, the intake process is the start of a patient’s relationship with a hospital or clinic. The information in our course helps healthcare institutions and their employees:

  • Reduce time-consuming tasks. By reducing time-consuming tasks, you give your clients a better customer experience. Automate how you prove patient identity, find their medical history, and check their insurance details. Everything is pre-filled from your CRM and updated after each visit.
  • Eliminate mistakes. The most significant pain point for any clinic is inaccurate data. Human error occurs because collecting data requires constant focus and rechecking. Though, that often leads to burnout. And burnout leads to mistakes. With data-driven bots, you only need to enter data once. After that, all information is automatically organized, stored, pre-filled, updated, and archived.
  • Enhance customer experience. Automating workflows allows you and your staff to spend more time with clients instead of their paperwork. Enhanced processes directly result in better communication, faster results, and a more comfortable experience for everyone.
  • Reuse templates. Turn your patient registration form into a fillable template you can reuse as much as you need. Say goodbye to printing and scanning.
  • Improve productivity. Get rid of red tape. Instead of wasting time on paperwork, your staff will be able to focus on clients’ well-being. This approach helps you maintain your team's right attitude to increase its effectiveness.
  • Increase security. Checking in online protects documents from being lost or misplaced. Configure workflow privacy and security to process sensitive data behind industry-leading HIPPA compliance.

Does improving the patient registration process positively affect the entire hospital/clinic?

Of course. As we mentioned at the beginning of this article, patient intake forms are crucial to the initial relationship a patient has with a health institution. Create one sustainable process you can implement in any number of systems without limit. Customize forms depending on your needs, duplicate the template, appoint colleagues as administrators, and more. Then, adjust that workflow to meet the needs of other departments and processes.

Those who take and finish this course receive an airSlate Acedemy certificate and an opportunity to become an automation consultant in healthcare. Take other courses for free and learn how to transform a clinic’s entire structure.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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The patient intake process considers collecting all required patient information before they visit a healthcare institution. Organizations usually request visitors to fill out consent and patient data collection forms, where people need to provide their personal, social, clinical, and insurance details. A well-prepared patient registration process increases your business's efficiency and customer satisfaction.

Earlier, an intake process was a synonym for the patient registration process – a set of procedures connected to hospitalizing people. Nowadays, after years of developing the healthcare industry and implementing such business principles as a client-oriented approach, people also started to include processes like chasing clients and communicating with them before or after providing services.

The standard patient entry form requires a customer to provide information about their name, address, date of birth, age, phone number, and social security number. Organizations often also ask for additional details like allergies, trusted persons, complaints, and so on. Sometimes, the patient entry form is combined with an initial medical examination. This part must be filled out by a doctor.

Filling out a patient entry form is an important but monotonous process. In most organizations, customers prepare them manually, and then employees manually transfer this data to patient registration software. As a result, you waste time that could have been avoided. The best way to improve and streamline this procedure is to automate your patients registration process. Consider completing our patient registration training at the airSlate Academy to learn how to accelerate your business and get the ability to do more in less time.

We recommend you enroll in the specialized course by the airSlate Academy. It combines patient registration training with business automation learning. In this way, you kill two birds with one stone: you optimize a patient registration process and get valuable skills for automating other spheres of your work.

Patient registration software is a specialized program for collecting and updating information about customers of healthcare institutions. It can be often replaced with high-quality CRM systems so that you don't have to buy or develop a specialized solution. However, most of these systems of record don’t run automatically. What that means is that your work is slower because of the manual filling out and transferring of data to and from patient data collection forms. Consider automating this monotonous procedure. Enroll in the patient registration training by the airSlate Academy and learn how to accelerate and streamline your business.

The easiest way to optimize work with the patient registration process is to automate the procedure of filling out patients' data collection forms and transferring this information to needed systems of record and doctors. You can learn how to streamline your patient intake process with the course by the airSlate Academy.

It is intended to minimize the time spent on registering customers, avoid human errors, protect sensitive information, and transfer data to systems of record. If you feel confused about using regular patients registration software, consider using airSlate WorkFlow. It's a comprehensive solution with a user-friendly interface that works in any browser. With this service, you can complete all the tasks connected to patient intake processes without spending much effort and costs. Try a patient registration training course by the airSlate Academy and learn how to implement it in your business.

The patient intake process starts right after receiving a customer’s contact information. At this point, it's already up to you if you will help solve an individual’s problems. Collecting even minimal information about patients starts the intake process, and it should be organized and automated for the best results.

With the airSlate Academy! Here you'll learn how to prepare patient entry forms, automatically route information between different systems of record, and securely store it. The minimization of manual processes positively affects your business, and you'll feel the difference and improvement. Learn how to automate your work now!