Front office · Digital intake
Build the forms your practice needs, send a secure link, and see what is complete before the first visit. Staff can review the submission where the patient work happens.
A clearer intake path
Combine history, policy acknowledgments, consents, and insurance fields for the service or appointment type.
Patients and caregivers can open the form on a supported browser without first creating a portal account.
Submitted information enters the patient intake workflow for staff review and follow-up.
Why practices use it
Start from the information the patient or caregiver submitted instead of transcribing a paper packet.
See which required forms have been submitted and which still need attention before treatment.
Request coverage information during intake so staff can review it before the billing workflow depends on it.
Before you decide
Have a question about your practice? Tell us how you work today.
Ask us a question →No. A secure public intake link can be completed without creating a portal account.
Intake workflows use encryption and access logging designed for health information. SoapBox AI implements safeguards designed to protect PHI, and Simplicity Group Advisors, LLC enters into BAAs where required. HIPAA compliance also depends on your organization’s policies, configuration, authorized users, and use of the service.
Yes. A practice can create separate forms and map them to the workflows that require them.
Try it in a real situation
Build the intake your practice actually uses and test it from a caregiver’s phone.
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