Understanding the Patient Intake Process

Topics: Naturopathy, Naturopathic medicine, Alternative medicine Pages: 10 (1864 words) Published: January 21, 2011

Judy Lintner
HCR 220
Shatondra Surulere

There are many ways to improve patient intake procedures. One of the ways has been recently in the news. It was created with Salesforce.com’s Force.com enterprise application development platform. It is run on staff members AppleIphones. This replaces a manual process. It has cut the admission process from 18 hours to sometimes less than 1 hour. Having this done on the AppleIphone keeps the protection on health information. When putting this procedure on the AppleIphone it saves time for both the staff and patient. You, as a staff member have to realize that each patient is an individual. Each patient has unique healthcare needs. There are four steps to be taken to hae a quick and efficient patient intake experience. Step 1: The first thing that has to be done is to have the diagnosis from your doctor that you need this procedure. Step 2: Download, print and fill out forms at home at your leisure. When you come in for your appointment, bring or e-mail the completed forms. This will expedite the intake process. If there are any questions about the forms, fixing the details, is easier than completing the whole form at the provider’s office. Step 3: Call to speak to your billing specialist if you have any questions or concerns about the cost of this procedure. This would be the time to ask any questions that are insurance related, or any questions about the patient intake procedure or forms. Step 4: Call to make your first appointment, and to schedule your procedure. When you are at home and fill out the patient intake forms at your own pace. It can make the intake procedure quicker and go a whole lot smoother. When the office has little, if any, questions, it can expedite the paperwork procedure. The patient can download the papers and print them off, or you are able to complete the forms on the computer, and e-mail them to your doctor’s office, or you can do things the old fashioned way, and put pen to paper to fill out the form and bring it to your first appointment. One of the main forms, that is being used to complete the patient intake process, is the basic patient intake form. This seven page form can be taken from the office, or downloaded off the computer, filled out and brought back to your first appointment. This procedure will leave little if any questions needed to be answered in the office on your first appointment.




Date of Birth:


Home phone:

Work phone:

Cell phone:


How did you hear about our practice:

“X” all that apply: Is it o.k. to leave a phone/mail message regarding your care at:



cell phone


Emergency Contact Information:
Phone Number:

Name and phone number of primary care physician: ____________________________________________________________


Please list your health concerns in order of priority:

What do you believe is causing your most important health concerns?

Please list any medications and supplements you are currently taking, along with doses and the reason you are taking them:

Medications:| Reason:| Date began:| Dose:| Helps? Yes or no| | | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

Supplements:| Reason:| Date began:| Dose:| Helps? Yes or no| | | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |

PLEASE CHECK AND DESCRIBE ANY PROBLEMS OR CHANGE IN FUNCTION IN THE PAST OR PRESENT IN ANY OF THESE AREAS (the notes in parentheses are examples. Please don’t limit your responses to these).

___ Headaches
___ Weight
___ Vision
___ Nose/sinuses (example: allergies, sinus infections)
___ Throat (example: recent or recurrent infections)

References: Medical Insurance
www.Patient intake forms.pdf.
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