the problem
Eleven minutes on a clipboard. Then someone retypes it.
The patient comes in early to fill out paper in the waiting room. The front desk squints at the handwriting — is that a 7 or a 1 in the member ID? — and keys it into the EHR between phone calls. Insurance gets checked late, or not at all. Three chances for a typo before the exam even starts.
the patient has typed all of this before · every year · on the same clipboard
how it works
Sent ahead. Filled on a phone. Verified on submit.
Texted on booking
The moment an appointment hits the schedule, the form goes out — a link, not an app, sized for a phone.
Filled out anywhere
Couch, parking lot, lunch break. Demographics, history, meds, a photo of the insurance card. About four minutes.
Verified on submit
Hitting send fires the same eligibility engine as your nightly verification. Benefits confirmed in seconds.
Written to the chart
Answers and the benefit summary land in RevolutionEHR as structured data. Nobody retypes a thing.
no reply? the agents nudge at two days out — and again the morning of
the handoff
What lands in the chart.
By the time Maria checks in, her chart reads like someone spent twenty careful minutes on it. Demographics as she typed them. The benefit summary attached. History in structured fields your doctor can actually search. Your front desk said good morning — that was the whole job.
Maria Alvarez · patient record
RevolutionEHR
Demographics
✓ complete
Name, DOB, address, phone — exactly as the patient typed them
Insurance
✓ verified
VSP · member ID ••••4821 · benefit summary PDF attached
History & meds
✓ complete
Conditions, medications, allergies — structured fields, not a scanned page
retyped by your front desk: nothing
one engine
A form submission is just an on-demand verification.
Intake runs on the same eligibility engine as your nightly verification — so the moment a patient submits, their benefits are confirmed exactly the way tomorrow’s schedule is checked overnight.
When it’s not sure
A good colleague knows when to ask for help.
If a patient’s answers don’t line up — a policy number that won’t verify, a required field left blank — it’s flagged for your team instead of pushed through. No bad data lands in the chart.
where it fits
Rides alongside verification.
Intake switches on alongside nightly verification — the two share the same eligibility engine.
- 1Week 1–2
Foundation & SOP
We get into a shared chat with your team, pull your call recordings, and build a custom SOP — services, providers, insurance rules. You edit it, we refine, you sign off.
Learn more - 2Week 3
Marketing recall
The first workflow to go live. We pull lapsed patients, re-verify their benefits, and launch a recall campaign — booking exams on reply.
Learn more - 3Week 4–5
Verification & intake
Nightly insurance verification starts running. Intake forms go out before visits and verify insurance the moment a patient submits.
You are here
- 4Week 6–8
Pickups, then calls
Order-pickup texts switch on. Then the call agent — the hardest, highest-touch piece — goes live after-hours first, and we fine-tune it to full coverage.
Learn more
Retire the clipboard.
text → couch → verified → charted · no human involved
HIPAA-compliantBAA providedyour data stays in your systems