Intake & Check-In

Prepare patients before arrival, resolve missing information, and move them into the practice flow.

Tuesday, September 29, 2026

Today’s intake42

Complete31

Incomplete5

Insurance review3

Arrived8

Intake Queue

Track pre-visit readiness and missing information before arrival

1:30 PM

Maria JohnsonAnnual physical

Dr. Wilson

100%

Verified

Ready

›

1:45 PM

David ChenHypertension follow-up

Dr. Patel

100%

Verified

Ready

›

2:00 PM

Emma LewisNew patient • Annual physical

Dr. Wilson

80%

Card missing

Action needed

›

2:15 PM

Robert HayesMedication review

Dr. Ahmed

60%

Pending

Incomplete

›

2:30 PM

Olivia MartinSame-day sick visit

Dr. Patel

100%

Verified

Ready

›

Missing Information

Items likely to block check-in

5 patients

Emma Lewis — Insurance card

Arrives in 34 minutes.

Robert Hayes — Medical history

Two intake sections incomplete.

James Turner — Consent signature

Can be completed at front desk.

Automation Status

Routine intake actions handled automatically

18 reminder nudges sent

Patients with incomplete intake received reminders.

29 eligibility checks completed

Coverage responses attached to today’s appointments.

31 completed forms attached

No front desk re-entry required.

Arrival & Check-In Board

Move patients from arrival through front-desk readiness

Open full patient flow →

Expected Soon3

Emma Lewis2:00 PM • New patient

Needs info

Dr. Wilson•80% intake

Review

Robert Hayes2:15 PM • Returning

Expected

Dr. Ahmed•60% intake

Arrived2

Sophia GreenArrived 7m ago

Front desk

Insurance verified•Forms complete

Checked In2

James TurnerChecked in 4m ago

Checked In

Dr. Ahmed•Rooming next

Ready to Room2

Nina ClarkReady 3m ago

Ready to Room

Dr. Wilson•All pre-visit items complete

Send to Flow