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Healthcare

Digital Patient Intake for a Multi-Location US Healthcare Provider

HMB Digital built a secure pre-visit intake workflow that lets patients complete forms on their phone before an appointment and gives clinic teams cleaner information before check-in.

Client

Multi-location Outpatient Healthcare Provider (USA)

Service

Digital Transformation

Delivery

Mobile web experience and clinic dashboard

Duration

3 months

Year

2024

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Patient and healthcare professional reviewing a digital intake form

Reported outcomes

Reception data entry

82% reduction

Intake time

Reduced from 18 minutes to under 3 minutes

Form completion

Increased from 63% to 97%

Return on investment

48% reported within the first three months

These are reported project outcomes based on HMB Digital project records. Confirm the return calculation, cost basis, and measurement window before presenting it as an audited financial result.

1

The business challenge

Patients at six clinic locations completed intake forms on paper. Reception teams then entered the same information into the practice management system, taking 18 to 22 minutes per patient. Handwriting errors, missing information, and expired insurance details created more follow-up work.

Clinicians could not review a complete history before the appointment, and paper health information made consistent access controls and audit records harder to manage.

2

The solution preview

HMB Digital created a mobile-friendly pre-visit workflow. Patients receive a secure link by text message or email, complete the right forms on their phone, add insurance information, sign consent forms, and submit before arrival.

The platform sends structured information to the practice system, creates a provider summary, records activity, and gives staff an exception queue for incomplete or unusual submissions. The design uses encrypted data transfer, controlled access, and AWS services that are eligible for regulated healthcare workloads.

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