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HealthtechAutomation

Clinical Intake Automation

HIPAA-conscious patient intake that turned a paper-and-phone process into a same-day digital flow.

Client
Regional healthcare group
Timeline
10 weeks
Year
2025
Next.jsPythonFastAPIn8nPostgreSQL

−61%

Onboarding time

−74%

Entry errors

120/mo

Hours saved

4.8/5

Patient CSAT

The challenge

Patient onboarding took days of back-and-forth, with re-keyed forms, missed fields, and staff buried in manual data entry.

What we built

We delivered a guided intake app with smart validation, automated insurance checks, and workflow orchestration that routes records straight into the clinic's EHR.

Results

  • Onboarding time cut by 61%
  • Data-entry errors down 74%
  • Staff hours reclaimed: ~120/month per clinic
Before

Paper forms, phone tag, re-keyed data, multi-day onboarding.

After

Self-serve digital intake, automated checks, same-day onboarding.

Inside the build

Guided intake wizard
Eligibility automation
Clinic operations view

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