New patient intake and forms

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   New patient inquiry received

   A new patient contacts the practice requesting an appointment or consultation. This triggers the automated intake workflow to begin collecting necessary information.

   WeaveDentrix
2. 2

   Action

   Send digital intake forms

   Automatically sends customized patient intake forms including medical history, dental history, and consent forms via email or SMS. Forms are mobile-friendly and HIPAA compliant.

   WeaveRevenueWell
3. 3

   Decision

   Check form completion status

   Monitors whether patient has completed all required forms within 24 hours. Routes to reminder sequence if incomplete or proceeds to next step if complete.

   RevenueWellWeave
4. 4

   Action

   Verify insurance coverage

   Automatically verifies patient insurance eligibility and benefits using provided insurance information. Checks coverage limits, deductibles, and pre-authorization requirements.

   DentrixEaglesoft
5. 5

   Action

   Create patient record

   Imports completed form data into the practice management system and creates comprehensive patient record. Flags any medical alerts or special considerations for clinical staff.

   DentrixOpen DentalEaglesoft
6. 6

   Action

   Schedule appointment automatically

   Books first appointment based on patient preferences and doctor availability, considering appointment type needed and insurance verification status. Sends confirmation with pre-visit instructions.

   Curve DentalWeaveDentrix
7. 7

   Output

   Patient ready for visit

   New patient is fully processed with complete records, verified insurance, and confirmed appointment. Clinical team receives summary of patient information and any special notes.

   DentrixRevenueWell

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