Automating Patient Intake


Automating Patient Intake

The hospital registration process usually means piles of paperwork and time lost. Learn how to improve the patient registration process by replacing paper-based forms with configurable web applications and reduce time for processing them from hours to minutes. Set up airSlate no-code Bots to integrate your workflows with CRMs/EMRs to automatically create and update patient records.

main illustration

About this course:

This course shows you how airSlate automates the patient intake process by transferring patient data from one document to another, revising and editing forms, creating patient records in CRMs/EMRs, and updating patient data after each visit within minutes.

By the end of this course, you will be able to create your own patient intake workflow in airSlate, including documents, roles, no-code Bots, and integrate your workflow with CRMs.

What does this course cover?

We will teach you how to automate the hospital registration process focusing on forms and signatures, so you can devote more time to your patients. Moreover, you will improve the overall patient experience at your medical institution since each patient can fill out all their forms beforehand.

Why was this course made?

We created this course to help healthcare organizations automate the patient intake process with configurable web forms, no-code Bots, CRM integrations, and to provide a seamless experience for patients, doctors, and receptionists.

Who can enroll?

Anyone can enroll in this course to gain practical experience in automating and improving the patient intake process, and we recommend doing so while getting to know airSlate better.

The materials for this course include:

  • learning resources to teach you how to automate your patient intake process in practice.
  • practice sessions so you can consolidate learning through practical application.

What you will learn

How to automate the patient intake process and get rid of paperwork
How to eliminate data errors and typos associated with manual data entry
How to visualize your workflow to have a clear understanding of how the documents are routed
How to eliminate document loss and misplacement by automatically saving completed patient intake forms to the cloud
Duration 30 minutes
Certificate A sharable achievement is included
Subject Patient intake workflow
Level Intermediate
Language English
Price Free



Rate this course

Help your caterer improve their service by rating them



Your feedback has already sent


Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner

How to turn a paper-based hospital 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 patient registration procedure is full of mundane routines and manual tasks like completing forms and 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’s Patient Intake course aims to improve and automate each step of the patient registration procedure. 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. Learn how to:

  1. create a new 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 Fundamentals Certification Program 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 how to streamline the hospital registration process and other document workflows by implementing airSlate’s no-code automation tools.

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

The airSlate Academy understands why hospital staff needs more automation for the patient intake process

As we mentioned above, the patient registration process is the start of their 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 biggest 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 allow 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 e-templates. Get rid of your standard paper-based registration forms and create a new patient intake form template that you can reuse as much as you need. Say goodbye to printing and scanning.
  • Improve productivity. Eliminate red tape. Instead of wasting time on paperwork, your staff will be able to focus on clients’ well-being. This approach helps you maintain the right attitude your team needs 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 HIPAA compliance.

Does improving the patient registration process have a positive effect on the entire hospital/clinic?

Of course. Like 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 that you can implement in any number of systems without limit. Customize forms depending on your needs, duplicate the Flow, appoint colleagues as administrators and more. Then take that Flow and adjust it to meet the needs of other departments and processes.

Those who take and finish this course receive an airSlate 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.

Show more

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.
Need help?
Contact Support

The patient intake process is collecting all required information about patients 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. Having 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 like client-oriented approach in it, people started to include also 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 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. 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!