Templates
Uncategorized
Patient Intake Checklist for a Medical Clinic

Patient Intake Checklist for a Medical Clinic

Run this checklist for each new medical patient to make the intake process as easy as possible for them and ensure maximum retention.
1
Introduction:
2
Basic information:
3
Input basic information
4
Request additional insurance information
5
Compliance:
6
Upload compliance documents
7
Send HIPAA authorization form
8
Receive signed HIPAA authorization form
9
Medical CRM:
10
Create new patient profile in medical CRM
11
Ask patient for changes to information
12
Record changes to existing patient information
13
Determine required documents
14
Update medical CRM with patient information
15
Welcome:
16
Prepare welcome email
17
Send welcome email
18
Scheduling:
19
Schedule intake appointment
20
Confirm appointment date
21
Medical questionnaires:
22
Send lifestyle health questionnaire
23
Send medical symptoms questionnaire (MSQ)
24
Receive completed medical questionnaires
25
Preparation for intake appointment:
26
Specify fasting requirements
27
Inform patient of fasting requirements
28
Request they bring medical records to the intake appointment
29
Request copies of identification for the appointment
30
Provide resources for locating the clinic
31
Send clinic directions to patient
32
Intake appointment:
33
Understand patient's needs
34
After intake appointment:
35
Upload copies of proof of identification
36
Assess whether consent and authorization form is necessary
37
Send consent and authorization forms for signing
38
Receive signed consent and authorization forms
39
Securely store patient's medical records
40
Update medical CRM with new information
41
Insurance coverage:
42
Check insurance coverage
43
Provide payment options
44
Sources:
45
Related checklists: