Client Onboarding & Intake Automation

Client Onboarding & Intake Automation

Welcome email and SMS with clinic information and directions

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Trigger reminders for missing documentation

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

New patient data entry automation into practice management software

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Integration of referral intake and automated notification to referrers

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Digital patient onboarding forms integrated into EMR/EHR

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Consent form e-signature requests and document storage

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Collection of pre-appointment health questionnaires

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Automatic insurance verification and eligibility checks

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Automated assignment of therapists based on specialty

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Auto-scheduling of initial evaluation appointments

admiJuly 7, 20251 min read

Client Onboarding & Intake Automation

Secure document upload and digital signature collection

admiJuly 6, 20251 min read

Client Onboarding & Intake Automation

Welcome email and information package delivery

admiJuly 6, 20251 min read