Patient Intake
New patient onboarding: form, insurance, screening, assignment
1
Online Intake Form
activeDemographics, emergency contact, insurance information, presenting concerns, and consent forms.
DemographicsEmergency ContactInsurancePresenting ConcernsConsent & Privacy
2
Insurance Verification
activeUpload insurance card, AI extracts member ID and payer, verify eligibility and benefits in real-time.
Card UploadAI ExtractionEligibility CheckBenefits Summary
3
Clinical Screening
activePHQ-9 depression screen, GAD-7 anxiety screen, initial risk assessment, and diagnostic impressions.
PHQ-9GAD-7Risk ScreenDiagnostic Impressions
4
Provider Assignment
activeMatch patient to provider based on specialty, caseload availability, insurance acceptance, and schedule.
Specialty MatchCaseload CheckInsurance PanelSchedule First Appointment
Insurance Card AI Extraction
Upload a photo of the insurance card. AI extracts payer, member ID, group number, and plan type.
Drop insurance card image here
JPG, PNG, or PDF
Recent Patient Intakes
| Patient | Insurance | Intake Form | Screening | Provider | Status |
|---|---|---|---|---|---|
| Sarah Mitchell | BlueCross BlueShield of TN | Complete | Complete | Assigned | Active |
| James Okafor | Cigna | Complete | Complete | Assigned | Active |
| Maria Gonzalez | Aetna | Complete | Complete | Assigned | Active |
| Robert Chen | UnitedHealthcare | Complete | Pending | Assigned | In Progress |
| Destiny Brooks | BlueCross BlueShield of TN | Complete | Pending | Pending | In Progress |