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Patient intake forms are designed to expedite the paperwork process for new and existing patients at medical practices. Improving the patient intake process frees up time in the day for additional appointments and reduces stress on front desk staff.

What is patient intake? Patient intake is the method by which healthcare practices collect patient information, including demographic, medical, and social data; insurance and payment details; and consent forms that are essential to the onboarding process.

The intake process is a client's first contact with STEPS staff. Taking the right approach at intake can set the tone for the entire client experience. On this page, you'll learn strategies and methods for making the intake process as smooth as possible for clients while ensuring all necessary information is collected.

What Is an Intake Form? An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process.

Medical intake forms collect demographic, health history, consent forms, insurance, and other important pieces of information from new and returning patients, prior to their visit. Medical intake forms collect everything from patients' addresses, phone numbers and email addresses, medical and social history.

Patient intake forms are designed to expedite the paperwork process for new and existing patients at medical practices. Improving the patient intake process frees up time in the day for additional appointments and reduces stress on front desk staff.

A Medical Intake Form is used by healthcare providers to collect patient medical history, past surgeries, genetics, and symptoms. Collect medical history and other information about your patients through a secure online Medical Intake Form.