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Patient Intake, Engagement and Retention

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

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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 as well as contactless patient registration and ID card collection.
  • Achieve seamless EHR integration and alignment with your protocols and enterprise performance management (EPM) system.
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Proactive patient communications

  • Automate delivery of follow-up care instructions and appointment reminders.
  • Use digital patient outreach tools for vaccinations, screenings and wellness checks.
  • Get digital communication channels with options for self-service, call centers, secure two-way messaging, mass reminders and more.


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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.
  • Automate prior authorizations and eligibility verification with payers for improved cash flow.


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Digital patient communications and the mental health crisis

We surveyed over 250 behavioral health providers. Find out what we learned when we asked them about online patient scheduling, video visits and other digital patient engagement technology.

Learn what providers said about how telehealth technology. Learn more about how it has helped increase patient access as well as how lack of resources and infrastructure are still barriers.

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

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Self-scheduling tools adapt to changing patient care trends

ProHealth Physicians used self-service online scheduling to ease administrative burdens and better handle patient care volumes.

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Transforming care delivery with telehealth

See what providers had to say when we surveyed them to ask how telehealth has changed how they care for patients.

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Optum technology helps patients access mental health care

Learn how Refresh Mental Health simplified patient access to mental health care services with the help of our customized digital tools.