What it is
Patient Onboarding Automation streamlines the registration and intake process for new patients. Instead of manually filling forms and waiting at the clinic, patients can complete digital onboarding, upload documents, and receive welcome instructions all powered by AI and automation.
Why it matters
Manual onboarding wastes time, creates paperwork overload, and frustrates patients. Automation ensures faster, smoother, and more accurate onboarding, reducing administrative burden, minimizing errors, and improving the overall patient experience.
How it works
- Patients receive digital onboarding forms via SMS, email, or WhatsApp.
- AI validates insurance, ID, and medical history.
- Automated workflows guide patients through steps (forms, consent, uploads).
- Data syncs directly with EHR/clinic systems.
- Patients receive welcome instructions and appointment details.
- Dashboards track completion rates and pending steps.
