Patient intake that reaches the right provider.

In a multi-clinician practice, intake is a routing problem. The form is easy. Getting each inquiry to the clinician who can actually take it, quickly, is the part that decides whether the patient books.

Who this is for

A practice manager at a multi-clinician practice where every inquiry lands in one inbox and somebody triages it by hand.

What we hear from operators.

  • Every inquiry lands in one inbox and somebody triages it by hand.
  • A patient who waits two days for a callback has already booked elsewhere.
  • Intake asks for information the clinician then asks for again.
  • Nobody can tell which referral sources actually become patients.

Do not hire us if

Your EHR's intake module routes adequately and the front desk is keeping up.

Use it. Most practice-management systems include intake and it is already paid for. The case for building is a routing rule your EHR cannot express, usually matching presenting concern to the right clinician automatically.

If it is the other case.

  1. Route on what the patient already told you

    Presenting concern, insurance, age band and availability are enough to reach the right clinician automatically. That is the difference between a form and an intake system.

  2. Finishable on a phone, at the hour people actually do it

    Intake gets completed late at night, on a phone, often mid-crisis. A form that assumes a desk and ten uninterrupted minutes is a form that gets abandoned.

  3. Built for the compliance posture you actually have

    What is collected, where it rests, who can see it and what is logged. We build to your practice's requirements and your counsel's direction. We do not offer legal or compliance conclusions.

  4. Someone runs it afterward

    An intake path that silently stops delivering is worse than no intake path. Monitoring and accountability come bundled with the build.

Where we stand

This is work NovraScale has done. Adult & Child Counseling and Psychiatric Center runs an intake path that routes each inquiry to the right provider rather than a shared inbox, and New Leaf Mental Health runs a single-practitioner version of the same system.