How To Streamline New Patient Enrollment

Streamline your new patient intake process by ensuring that each patient receives the right forms at the right time. Make the process easier on them and you by choosing a quick and secure signup process.

After a patient commits to enrolling, create their online profile immediately by sending a secure online enrollment form to their email address complete with payment information.  

Ideally, the patient has to enter only a few pieces of information — and the office administration staff confirms the patient’s identity on the back end.

Here's a checklist of information to include on the online form:

• First name, last name
• Birthdate
• Gender 
• Email
• Phone number
• Doctor specialty preference
• Phone number
• Payment information
• Additional members (spouse, family members, etc.)

Apply electronic signature requirements to secure agreements, privacy policies, consent forms, disclosures,  and signed by patients electronically as often as you require (once, every six months or annually).

You must make sure they are able to initially enter, and later verify or edit, their demographics and any other required information (drivers license, insurance data, etc). The amount of time and effort it takes to register for a patient portal can affect whether your patients successfully enroll or give up halfway through.

Upon enrollment, send a 'thank you' confirmation email to the patient to ensure their new membership. Adding a 'next steps' list or article from your website helps to boost engagement.

Provide a direct contact number to the office for patients. And remember to send an internal company notification to all sales and account managers to contact the new patient as soon as possible. 

When scheduling a patient for their first visit to your practice, remember to advise them of what they need to bring (license, copy of insurance information) to help ensure a smooth process and to assist your physician in making that first visit as thorough as possible.