Intake Assistant

Before the visit

Checks details and eligibility before the visit, sends the forms, and passes the patient’s reason to the clinician.

What Intake Assistant does

Checks Medicare, DVA and healthcare identifier eligibility ahead of the visit and reports exactly what the national service returned.
Sends your service’s intake forms, and shows the desk which have come back and which have not.
Captures the patient’s reason for visit in their own words and routes it to the clinician only.
Puts a worklist item in front of staff for anything that needs a person — an expired card, a missing consent, a form not returned.

Guardrails

Read or show medicines, allergies, conditions or results. That is Clinical Scribe’s work, for a clinician.
Ask a patient a clinical question. Their reason for visit is passed on as written; nothing is asked in follow-up.
Submit a claim. An eligibility check is a check, not a transaction.
Decide that a patient is ineligible. It reports what the rail returned; a human in the loop decides what to do.

Who it helps

The medical receptionist. The pre-admission clerk. The practice manager watching the no-show and the rejected-claim numbers. The clinician who wants to know why the patient booked before the patient sits down.