ENGAGE Patient Intake Overview

Online Patient Intake ensures that you get the right information with less hassle. Explore the automated intake features that help integrate patient data seamlessly into your Kareo platform.

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Patient Intake

With online patient intake, you can reduce manual data entry errors and eliminate redundant steps from the patient intake process. Save time in collecting the accurate patient information you need to get paid.

Patient Intake

With Kareo Patient Intake you can leave the clutter and confusion of paper forms behind. Delight your front office staff and patients by removing manual and redundant steps from your patient intake process.

Practice Efficiency From the Start
Set your practice up for success. Reduce errors from manual patient data entry, and increase automated front office workflows to get paid faster and improve patient satisfaction.

More Satisfied Patients
Easy to use, online patient intake helps reduce the stress of medical visits and improve the overall patient experience.

Faster Reimbursements With Less Effort
With accurate patient demographics and insurance information prior to the appointment, you can check eligibility and reduce claim rejections and denials that slow down reimbursements.

Kareo Patient Intake reduces errors caused by manual data entry and saves time for front office and billing staff through the seamless integration with the Kareo platform. Your patients will appreciate the improved practice workflow and skipping the frustration of filling out numerous forms in the waiting room before they can receive care.

Features

Kareo’s online Patient Intake solution provides a simple and intuitive experience for entering demographics, basic insurance information, emergency contact(s), payment information, pharmacy and referral source.

Pre-Validate Insurance
With Patient Intake, your staff can pre-validate insurance and reduce denials by resolving issues before the patient visit.

Email Invitation for Patient Intake
Upon creating an appointment, your front office can send an email invitation for patients to complete intake forms prior to the visit. Staff can even send a test email invitation to themselves to understand what the patient experience will be like.

Flexibility With Forms and Documents
Need to print out demographic and insurance forms? Want to upload additional forms for patients to fill out? You have this flexibility with Kareo Patient Intake.

Easy Online Experience
When patients receive the email invitation, they get access to a responsive web form that works on laptops and mobile devices. Patients can fill out demographic and insurance information and electronically submit the information to your practice. Upon submission, patients will have access to download the additional intake forms.

Simple Integration Into the Patient Record in Kareo
Your front office staff is notified when intake forms are ready for review, and can easily integrate the patient data into their Kareo platform.

Reminders to Complete Patient Intake
Prior to the appointment, the front office can see whether intake has been completed and either resend the intake forms or print a set of the forms to hand to the patients in the office.

HIPAA Compliant and Secure
Kareo engages external certifying bodies and independent auditors to ensure that the Kareo environment meets or exceeds applicable regulatory requirements and industry best practices.