Patient intake and registration

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Patient submits intake form

   Patient completes digital intake form with personal information, insurance details, medical history, and current symptoms. Form submission initiates the automated registration workflow.

   EpicAthenahealth
2. 2

   Action

   Validate patient information

   System automatically validates patient demographics, contact information, and checks for duplicate records in the EHR. Missing or invalid data triggers follow-up requests.

   EpicCerner
3. 3

   Action

   Verify insurance eligibility

   Automated insurance verification checks coverage status, copay amounts, deductibles, and prior authorization requirements. Real-time eligibility verification prevents billing issues.

   AthenahealthDrChrono
4. 4

   Decision

   Check insurance coverage status

   Workflow branches based on insurance verification results. Active coverage proceeds to record creation, while inactive or problematic coverage triggers financial counselor notification.

   KareoPractice Fusion
5. 5

   Action

   Create patient medical record

   System automatically creates or updates patient record in EHR with intake information, insurance details, and medical history. Assigns patient ID and sets up appointment tracking.

   EpicCerner
6. 6

   Action

   Schedule follow-up tasks

   Automatically generates necessary follow-up tasks such as prior authorization requests, specialist referrals, or additional documentation collection based on patient needs.

   DrChronoAthenahealth
7. 7

   Output

   Send registration confirmation

   Patient receives automated confirmation with appointment details, required documents, copay information, and check-in instructions. Provider receives patient summary and alerts.

   EpicKareo

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