How IntakeEZ Works

Discover how our platform streamlines your clinical workflow

Patient Intake Process

Digital Forms

Patients complete secure online forms before their visit

Verification

Automated verification of insurance and information

Processing

Clinical review and template preparation

Document Storage

Secure Storage

HIPAA-compliant encrypted cloud storage

Easy Access

Quick retrieval and intuitive organization

Version Control

Complete audit trail and document history

Document Sharing

Secure Sharing

Encrypted sharing with authorized parties

Access Control

Granular permissions and access management

Automated Delivery

Scheduled sharing and updates

Documentation and Billing

Smart Templates

Specialty-specific documentation templates

Code Generation

Automated billing code suggestions

Analytics

Financial reporting and insights

Scheduling and Referral Process

Smart Scheduling

Intelligent appointment management

Referral Tracking

Streamlined referral management

Reminders

Automated patient notifications