Automated patient intake and registration

Purpose

1. Automate patient intake and registration processes for cardiology hospitals to increase efficiency, ensure accurate data capture, minimize human error, enhance patient experience, and accelerate onboarding.

2. Enables automating collection of demographic, insurance, and consent information pre-admission, supporting digital form filling, ID/policy document uploads, compliance checks, and real-time EMR/EHR updates.

3. Automates notifications, consent validation, insurance verification, document storage, and instant handoff to clinical staff by integrating multiple systems.

Trigger Conditions

1. Patient schedules an appointment via web portal, app, phone, or referral.

2. New patient record is detected in hospital EMR/EHR system.

3. Inbound message or form completion (web, mobile, SMS, email, or kiosk).

4. Insurance details submission, photo ID upload, or digital consent received.

5. System clock triggers at batch intake intervals or upon receiving third-party data (insurance, referral, external provider).

Platform Variants

1. Salesforce Health Cloud

• Feature/Setting: Automate new patient lead workflow, configure Flow Builder for field data mapping, API for record creation.
  

2. Epic Systems (EMR)

• Feature/Setting: Automates patient registration via Interconnect APIs, HL7 ADT feeds, and SMART on FHIR endpoints.
  

3. Cerner

• Feature/Setting: Automated registration through Cerner Open Developer Experience (code console API), inbound HL7.
  

4. Athenahealth

• Feature/Setting: Automates intake using Patient API (POST /patients), scheduling API, and document upload automator.
  

5. Twilio SMS

• Feature/Setting: Configure Messaging Service, set up webhook for inbound SMS to trigger automated intake sequence.
  

6. DocuSign

• Feature/Setting: Automates e-signature request using eSignature REST API (POST /envelopes), template auto-fill.
  

7. Jotform

• Feature/Setting: Online forms automates data capture, Webhook for instantly triggering downstream automations.
  

8. Microsoft Power Automate

• Feature/Setting: Automates intake workflow with connectors (Forms, Outlook, SharePoint), powerful data routing.
  

9. Google Forms

• Feature/Setting: Automates data collection, integrates with Google Apps Script for auto-forwarding to EMR.
  

10. HubSpot

• Feature/Setting: Custom forms automates intake, workflow automator to distribute data to EMR/API endpoints.
  

11. Zapier

• Feature/Setting: Multi-app automations to route forms, notifications, and documents between systems.
  

12. Formstack

• Feature/Setting: Intake form automator with logic, e-signature, API for direct record injection.
  

13. Box

• Feature/Setting: Automates intake document storage, API to trigger EMR/EHR updates.
  

14. OneSpan Sign

• Feature/Setting: Signature automation via API/connector, instant contract update for registration.
  

15. Redox

• Feature/Setting: Healthcare integration platform automates HL7/FHIR data transfer for intake records.
  

16. Meditech

• Feature/Setting: Automates inbound patient data using Expanse API, HL7 integration, and real-time updates.
  

17. InterSystems HealthShare

• Feature/Setting: Automates patient registration via HealthShare API and event-driven triggers.
  

18. Slack

• Feature/Setting: Intake bot with Workflow Builder, automates notifications to registration staff.
  

19. AirSlate

• Feature/Setting: Automator workflows for intake data, e-signature, and EMR push.
  

20. Adobe Sign

• Feature/Setting: Intakes e-signature documents automatically via REST API workflow.
  

21. ServiceNow

• Feature/Setting: Digital intake ticket automator with Now Platform workflow engine/API.
  

22. PandaDoc

• Feature/Setting: Automates document creation/signature for intake onboarding cycles.
  

Benefits

1. Automates repetitive registration tasks, saving staff time and reducing costs.

2. Automated accuracy and compliance for sensitive cardiology patient data.

3. Accelerates patient onboarding and automates handoff to downstream care.

4. Improves patient experience through automated digital forms and instant confirmation.

5. Reduces human error by automating multiple data validation steps.

6. Enables scalable, consistent automated intake and registration, critical for high-volume heart hospitals.