Forms and intake
Get the right information
to the right place.
Paperwork should move care forward. Help patients understand what is needed, where it goes and which team owns the next step.
The requests we handle
Their words. A clear path forward.
Paperwork Forms Request or Inquiry
“I need a form completed by my doctor's office.”
Clarify the form, the office responsible and any deadline the patient is working toward. Explain how to obtain or submit it and what information the team needs. Direct completion and signature requests to the responsible staff or clinician. Keep receiving a form, reviewing it and signing it separate so the patient understands its next step.
Requesting Where To Upload Something
“Where do I upload the document you asked for?”
Identify the document and the team or visit it belongs to. Guide the patient to the correct submission channel and explain how to find it. Keep documents headed to the intended recipient instead of a generic inbox. When the patient cannot complete the upload, connect the problem to the support team with the document's destination and purpose.
The experts around the technology
Understand the work. Then improve it.
Operations experts map the information each team needs before a visit or review. Clinical experts identify what requires a clinician's decision or signature. Epic and EHR experts connect intake and document destinations so a patient can complete the access work without navigating the organization alone.
An example request
“The clinic asked me for a form before my visit. Where does it go?”
- Identify the form, the appointment and the clinic expecting it.
- Explain the correct submission steps and the information the form requires.
- Make the receiving team's next step clear, including any review or signature still needed.
Connected to your EHR and your teams
A conversation with somewhere to go.
Connect the intake questions and documents to the visit or team that needs them. Our Epic and EHR experts map the receiving workflow, while operations experts keep submission, review and completion understandable to the patient.
Questions worth asking
Get clear on the scope.
Can you help with paperwork before a visit?
Yes. We explain what information is needed, guide the patient through the submission path and connect outstanding questions to the right team.
Does receiving a document mean it has been reviewed?
No. We distinguish submission from review and completion, so the patient knows what remains with the receiving team.
Start with the outcome that matters
Put this workflow to work for your team.
Bring your patient access, clinical and technology teams. We'll work through the requests, the decisions and the handoffs together.
Let's start a conversation