Intake Assistant

Patient Intake Software

Patient Intake Made Easy

Imagine screening and scheduling clients online—before they even set foot in your office. Managing patient intakes with phone calls, multiple calendars, and waitlist spreadsheets just doesn’t cut it anymore. PIMSY EHR’s Intake Assistant is a digital solution built to simplify the collection of necessary patient data before their first appointment, reducing the administrative burden on your team and improving patient satisfaction from the very first interaction.

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Automated Intake Features

Customizable Screening

Automatically screen and score potential clients to ensure the appropriateness of service for your funding sources.

Client Chart Creation

Automatically generate a digital chart for each new client, adding patient data directly to the EHR.

Provider Matching

Match patients with the most suitable provider based on their needs, ensuring high-quality, personalized care.

Self-Scheduling

Allow clients to schedule their own intake appointments, providing flexibility and reducing administrative work.

Wait-List Management

Keep patients informed and organized on a digital waitlist, eliminating the need for waiting room queues.

Referral Entry Point

Enable partnering organizations to submit referrals directly, making it easy to add new clients to your intake process.

Real-Time Reporting

Track patient intake progress with real-time reports, ensuring no potential client is overlooked and improving follow-up.

Staff Coordination

Manage staff availability and scheduling efficiently, ensuring clients receive timely care.

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Advantages of a Better Intake Experience

Reduce Wait Time

Clients fill out intake forms in advance through the Client Portal, so your staff workload lightens and the waiting room stays clear.

Enhance Accuracy and Compliance

Forget struggling with illegible handwriting and missed details. The Intake Assistant ensures all necessary information is captured and securely stored.

Improve Patient Engagement

With automated appointment reminders, online forms, and secure online payments, clients stay informed throughout treatment.

Make Every First Impression Count

With access directly from your practice website, PIMSY’s Intake Assistant provides a clean, simple, and intuitive experience that guides potential patients through the screening and intake process. No paperwork shuffle, no staff back-and-forth—just a fully prepared patient, ready to begin treatment from day one. You’ll have instant access to all necessary information, freeing up that first session for real conversations and connection. It’s a smooth, organized start that benefits everyone—setting the stage for a better care experience from the very beginning.

Client Testimonials:

“PIMSY helps us manage our agency more efficiently and has everything you could want: …automated billing, a powerful scheduler, an extensive online patient portal, appointment reminders, an easy-to-use catalog of diagnosis codes, custom note templates, and, surveys.”

– Andrew H.

“Set up in PIMSY was simple, and they were able to transfer data from the prior EHR, so we were able to really hit the ground running.”

– Angela W.

FAQs:

Can clients schedule their intake appointments?

Yes, clients can self-schedule their intake appointments through the Intake Assistant, making the patient experience smooth and flexible. Each practice has full control over this feature—if self-scheduling isn’t a fit, simply disable it and use it as a waitlist or referral tool instead.

How does the Intake Assistant support referrals from partnering organizations?

With a simple link on your website, the Intake Assistant can receive referrals directly from partnering organizations. They can submit information on behalf of the patient, ensuring data easily flows into charts.

How is patient information handled once it is entered through the Intake Assistant?

Once patient information is submitted, a digital chart is automatically created and assigned to a provider’s caseload or added to the waitlist. This ensures that patient data and medical records are ready when needed, whether for immediate follow-up or future appointments.

Can we track potential clients who are in the intake process?

Yes. PIMSY’s reporting tools enable you to monitor individuals throughout the intake process, ensuring no one falls through the cracks and allowing your team to stay on top of incoming demand.

Is there a limit to how many potential clients can use the Intake Assistant simultaneously?

No. The Intake Assistant is fully scalable, allowing multiple clients to complete an intake simultaneously, making it ideal for practices of all sizes.

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Ready to reduce administrative tasks and improve your patient experience? With PIMSY EHR’s Intake Assistant, accurate information gathering is built into the process, making intake more accessible and welcoming for your patients. Say goodbye to paper forms and manual entry—our digital intake feature keeps onboarding efficient and organized. Reach out to see how our Intake Assistant can improve your practice and create a smoother experience for every client from day one.

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Intake Assistant

Patient Intake Made Easy

Automated Intake Features

Customizable Screening

Client Chart Creation

Provider Matching

Self-Scheduling

Wait-List Management

Referral Entry Point

Real-Time Reporting

Staff Coordination

Advantages of a Better Intake Experience

Reduce Wait Time

Enhance Accuracy and Compliance

Improve Patient Engagement

Make Every First Impression Count

Client Testimonials:

FAQs:

Schedule a Free Demo

Discover More Benefits of PIMSY for Your Practice

Telehealth

Patient Portal

Scheduling

ePrescribe

Treatment Planning

Billing

eMAR

Payroll

Clinical Notes

Bed Management

Reporting

HIPAA Compliance

Don’t settle for a small practice EHR that can’t scale with growth.