Effortlessly automate Patient Intake using Flow template

The Patient Intake Template is designed to help healthcare organizations speed up the patient intake process, reduce strain on administrative tasks, and improve patient care while maintaining the compliance and security of medical records. Automate patient intake.

Use Flow

By clicking Use Flow , you agree to the Terms of Service and Privacy Policy

Easily configure the Patient Intake Template to improve patient onboarding. Patient intake

With the pre-built Patient Intake Template, you can streamline the collection of patient data, automatically transfer medical records between different systems of record, and securely store healthcare information in the cloud. With airSlate’s no-code drag-and-drop editor, you can customize patient intake forms in minutes. Next, assign roles and access permissions, so the forms can be accessed by their intended recipients. Add no-code code Bots to automate every step of the Patient Intake Template, from reminders, notifications, and routing to data transfers and archiving. Finally, share your Template via a public link with the click of a button.

Get the most out of a fully automated Patient Intake medical intake form Template:

  1. Reduce data entry errors with automated data capturing and CRM record updates
  2. Enhance medical data security with HIPAA and GDPR compliance, built into the process
  3. Save time and costs by eliminating the need to print, scan, and manually transcribe information
  4. Increase student satisfaction
  5. Improve the user experience by allowing patients to securely complete patient intake forms from any device and by automating appointment reminders

Give your patient intake process a significant boost by automating all its parts with an easy-to-use, patient automate patient intake intake no-code patient intake automate patient intake solution.

Show more
intro-texture Patient Intake

Save an average of 8 hours per week with an automated Patient Intake workflow

Spend an average of 10 minutes to complete a Patient Intake document

Show more

No-code automation, integrations, configuration and distribution of Patient Intake

  • Add additional fillable fields to Patient Intake

    Workflow document feature example Workflow document feature example
  • Embed fillable Patient Intake in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for Patient Intake

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Patient Intake

    Workflow document feature example Workflow document feature example
  • Request attachments for Patient Intake from recipients

    Workflow document feature example Workflow document feature example
  • Integrate Patient Intake with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Patient Intake

    Workflow document feature example Workflow document feature example
Show more

Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
Security standart icon
PCI DSS certification
Payment Card Industry Data Security Standard
Security standart icon
SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
Security standart icon
GDPR compliance
General Data Protection Regulation
Security standart icon
HIPAA compliance
Health Insurance Portability and Accountability Act

Check out the airSlate Academy

Learn all automation How-to’s for FREE in less than 5 hours!

Take your company operations forward by setting up a highly effective patient intake template

Are you looking for much more streamlined ways of handling your day-to-day procedures and business deals? Check out airSlate. It’s a multi-cloud, no-code solution that helps increase the pace of a company’s important paper-based processes and make them certified with industry requirements.
Figure out how to set up and configure the patient intake template and significantly decrease the time you and your coworkers invest in routine tasks with this guide.

How to create and configure the patient intake template

  1. Register a free account with airSlate. Log in to your existing account if you’ve already created one.
  2. Once logged in, visit the Workspace section. Pick a Workspace to work in or make a new one.
  3. In the All Templates tab, click a new Template or launch an existing one.
  4. Put in a new file by uploading one or creating one from scratch. You will be supplied with a myriad of document editing tools.
  5. If you’re after an industry- or Template-specific document(s), like the patient intake template, make sure to look at library of pre-made forms.
  6. Modify the document(s) by including fillable fields, eliminating and highlighting or annotating textual content. Preset the execution logic for every field.
  7. Establish the roles by designating each field and/or limiting access to specific parties.
  8. Add configurable Bots and improve the Template.
With airSlate, you get much more independence to focus on important tasks that will drive your business forward. Have a try and begin creating your workflows without a single line of code.

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 each out to us.
Need help?
Contact Support