DIGITAL INTAKE
Collect the right information before the visit—and make it usable.
Digital Intake by AceHCT helps healthcare organizations replace fragmented paper, phone, fax, and manual entry with guided, secure, structured intake workflows that connect patients, staff, and healthcare systems.
CAPABILITIES
A guided intake workflow from patient entry to completed record.
Patient intake
New-patient and returning-patient intake
Demographics
Demographics and contact information
Insurance
Insurance details and card image capture
Consents & signatures
Consent, acknowledgment, and signature workflows
Questionnaires
Medical, behavioral-health, social, family, medication, and other questionnaires as configured
Visit-specific forms
Reason-for-visit and service-specific forms
Documents
Document upload and validation
Data validation
Required-field and format checks
Multilingual intake
Multilingual forms and instructions where configured
Automated reminders
Reminders for incomplete intake
Staff work queues
Review, correction, and exception handling
Healthcare integration
EHR and practice-management data transfer
Audit trail
Submission, changes, review, and completion history
RECOMMENDED WORKFLOW
From patient invitation to usable information.
- 1
Invite
Invite the patient through an approved channel.
- 2
Verify
Verify identity using the configured process.
- 3
Personalize
Present forms based on service, patient type, location, payer, or appointment.
- 4
Validate
Validate required data and documents.
- 5
Review
Route exceptions or missing information to a staff queue.
- 6
Transfer
Transfer approved information to the EHR or practice-management workflow.
- 7
Track
Track completion, errors, turnaround time, and patient support needs.
OPERATIONAL VALUE
From fragmented intake to structured information.
| Fragmented intake | Digital Intake |
|---|---|
| Paper forms | Guided digital workflows |
| Phone/fax follow-up | Automated reminders |
| Manual data entry | Structured information |
| Missing documentation | Document validation |
| Front-desk review | Staff work queues |
| Disconnected information | EHR / practice-management transfer |
PRIVACY & DEPLOYMENT
Website privacy notice
The public marketing site should never collect patient intake data. Digital Intake must operate in a separate authenticated, appropriately secured environment with its own privacy, consent, access-control, and support processes.
Make intake easier for patients and more useful for your team.
Start with one intake workflow and connect the information your staff need before the visit.