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Patient intake, engagement and retention solutions

Our end-to-end digital patient intake and communications tools help you deliver care more efficiently with better outcomes and less staff burnout.

Improve your patient intake experience

Our tools help you increase patient loyalty and long-term retention. We help you streamline administrative tasks so you can achieve:

  • Simplified patient onboarding
  • More efficient workflows
  • Consistent, more effective engagement with patients

Customizable engagement solutions

Digital patient intake management

  • Customize a virtual waiting room with self-managing waitlists automatically linked with provider schedules.
  • Simplify patient check-in with online pre-registration, digital intake forms, contactless patient registration and ID card collection.

Proactive patient communications

  • Automate delivery of follow-up care instructions and appointment reminders.
  • Use digital patient outreach tools for vaccinations, screenings and wellness checks.

Convenient payment collection

Ease the administrative burden on your staff by giving patients multiple ways to make payments online — before, during or after their appointment.

Our virtual care program, along with online scheduling, enables simple and straightforward access to care.

Major telehealth provider organization, chief operations officer

Key benefits

Get patient retention and intake tools tailored to you. 

Achieve seamless EHR integration

Conveniently aligned with your protocols and enterprise performance management (EPM) system.

Get digital communication channels

Leverage options for self-service, call centers, secure two-way messaging, mass reminders and more.

Automate prior authorizations

Easily check eligibility verification with payers for improved cash flow. 

Schedule a demo

Let us show you how our patient communication tools can help you. 

Related healthcare insights

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Self scheduling boosts access

Learn how ProHealth Physicians used self-guided online scheduling to ease administrative burden and rebound patient volume after COVID-19.

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Provider telehealth use experience survey

Learn the telehealth features and frustrations providers say impact their virtual care experiences.

Case study

Easier access to mental health services

Learn how Refresh Mental Health used online scheduling to simplify consumer access to mental health care.

Engage with patients more effectively while increasing long-term patient retention

Complementary solutions

Patient acquisition and online scheduling

Our leading-edge omnichannel approach helps you reach broader audiences with greater efficiency while improving the patient experience.

Consumer Acquisition Services

Leverage analytics to enhance patient acquisition and increase your marketing ROI.