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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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.
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.
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.
Use your business email to receive the complete project story, patient journey, platform details, and reported results.
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