Intake & Insurance Verification streamlines pre-visit workflows by collecting patient forms, insurance cards, and IDs digitally, and by surfacing insurance and benefits data directly in the appointment workflow, so patients arrive visit-ready with less staff effort.
Get patients visit-ready with less staff effort. Intake collects forms, insurance cards, and IDs online ahead of the visit, so patients spend less time on manual paperwork.
Verify coverage before the booking. Insurance Verification* confirms a patient's insurance during the booking flow itself, reducing drop-off from coverage uncertainty.
Surface eligibility and coverage detail directly in your workflow. Staff get the plan status, deductible, and out-of-pocket details they need without picking up the phone.
Reduce the admin work behind every visit. A more complete patient picture before arrival means less manual data entry and follow-up for your front-office team.
*Only available for certain insurance carriers
Frequently Asked Questions
What does Digital Intake collect?
Intake collects patient forms, insurance cards, and IDs online ahead of the visit. It works for patients booked via your website, or Zo, and uploads directly into supported EHRs.
How does Insurance Verification work?
Insurance Verification confirms a patient's coverage during the booking flow itself using a name and date of birth lookup, reducing drop-off caused by coverage uncertainty.
What is an Eligibility Report?
A structured report on a patient's insurance status, benefits, and coverage details, including plan status, deductible, and out-of-pocket maximum.
How much staff time does this save?
Intake saves roughly 15 minutes of admin work per patient by collecting forms, insurance cards, and IDs ahead of the visit instead of at check-in.