Forms arrive late, patients miss reminders, staff chase missing information, and the office cannot see which appointments are ready.
The workflow to build
Collect forms, contact details, appointment context, consent documents, and missing-item status before the visit.
Where automation helps
Reminders should be clear, limited, and tied to appointment timing. Staff need visibility into who is still incomplete.
What not to automate
Sensitive or unusual responses should route to staff before being used.
What to measure
Track incomplete intake, reminder completion, no-shows, and staff time spent chasing forms.