Bridge Intake

Ensure a seamless and intuitive start to the care journey.

Intake is often the first touch point that patients have with a healthcare organization, and it plays a vital role in operational, financial, and clinical success. Deliver a convenient and high-quality intake experience that sets the tone for future encounters and elevates the patient experience.

Send forms to patients before an appointment and collect key information in a single step. From demographic and clinical data, to consent forms, insurance and payment information, patients can conveniently fill out all required forms online and bypass extra time in the waiting room. Bridge Intake can be accessed through the patient portal, a client-branded mobile app, or by an SMS text invitation sent before a visit.

Get more out of your patient intake software

Increase productivity and data accuracy

Ease workflow bottlenecks by reducing time spent collecting patient balances, scanning forms, decoding handwritten data, or calling insurance providers to verify coverage.

Improve patient convenience and retention

Allow patients to fill out forms wherever they want 24/7, and auto-populate fields with information that’s already been collected.

Enable real-time data integration with your EHR or PM

Post payments, retrieve balance due amounts, and calculate copays in real time to streamline patient payments. And collect PCI-compliant open balance and copay payments.

Offer a virtual waiting room

Give patients the option to avoid time spent in the office with a virtual waiting room that can provide educational materials and company updates.

Leverage intake analytics

Optimize your intake processes by assessing check-in volume, device usage, visit metrics, and other factors to improve workflows.

Key features

Device neutral

Mobile-ready and accessible on web or in-office on tablets and kiosks.

Telehealth enabled

Patients can check-in, and join telehealth appointments automatically through a link provided at the end of the intake process.

Insurance verification

Automate eligibility verification in real-time and allow staff to easily access copay, deductible, and coinsurance information.

Consent forms

Capture financial, privacy, and clinical policies digitally with an e-signature and automate the process to prompt patients to sign at designated time intervals.

Automated appointment management

Patients can request and reschedule appointments with automated reminders for upcoming appointments.

Safe & secure payments functionality

Flexible card processing and online patient payment options across intake modalities for paying copays and balances.

Customization & flexible forms

Clients can create custom forms using an easy drag and drop interface based on patient factors like appointment type, medical history or age.

Bidirectional integration & discrete data capture

Sync with your EHR or PM solutions and allow demographic and clinical data already in your systems to pre-populate for patients during the intake process, while also allowing updates and new information to flow back into your systems discretely or as a PDF attachment.