NOTE: Automated intake to non-Zocdoc patients is in closed beta with select EHRs. While we are not accepting more clients at this time, please complete this form to join the waitlist.
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Automated Intake reads new appointments on your calendar and automatically requests pre-appointment information from your Zocdoc and non-Zocdoc patients. (In other words, it saves your office a lot of time.)
Intake Requests
Preview what patients see
Send an intake request to yourself to get a picture of how patients complete forms and upload their insurance and ID cards. From your Inbox, select Send patient intake, then select New as the patient type, and enter today’s date as the appointment date.
When intake requests are sent
Your non-Zocdoc patients will automatically receive intake requests 7 days before their appointment. If the patient schedules an appointment less than 7 days away or they book through Zocdoc, the intake request will be sent immediately at the time of booking.
Patients who do not complete their tasks will receive 3 reminder messages: 48 hours, 24 hours, and 90 minutes before the appointment.
How Zocdoc sends intake requests
Zocdoc reads appointment information directly from your calendar (for Zocdoc and non-Zocdoc patients) and sends an intake request by email and SMS.
If we can’t tell if a patient is existing
If Zocdoc cannot identify if a patient is existing, we’ll ask them to self-identify one time. If they answer that they are an existing patient of yours, we will only request information based on your preferences for existing patients.
View your preferences by clicking Intake from your settings. Learn more about setting your intake preferences.
How patients complete their tasks
Patients click their secure link and complete your practice’s required tasks online, such as filling out forms, and uploading their insurance card image and photo ID.
Viewing Intake Submissions
Stay on top of new submissions
When a patient submits their intake information, you’ll be notified via email and Inbox. Bookings with new intake will have a "Intake submission" tag in the Notifications column. You can also see all bookings with new intake submissions by clicking on Intake submissions on the left. Learn more about how to view submissions.
Easily view Intake submissions
To view the intake submission, click on the booking in Inbox or your calendar. You can then click on View details or Download in the "Insurance" or "Patient submissions" sections.
After you click View details or Download, the "Intake submission" tag in the Notifications column will disappear. You can still see all of your bookings by clicking All on the left, or viewing the booking in your calendar.
Quickly process patient information
Intake submissions will be available in Inbox for 1 hour after the appointment, or in your calendar for up to 60 days after they were submitted. If you need access to this information after 60 days, download and upload them to your EHR. This information will be directly uploaded to select EHRs.
How to delete an intake request
You can delete an intake request by opening the request, then clicking the three dots in the top right corner. Learn more about deleting intake requests.
By deleting, you'll remove any information submitted by patients from Intake and stop all reminder and patient confirmation messages for all incomplete intake requests.
Need help? Contact our Service team at 866-962-3621 or service@zocdoc.com