New PT patient paperwork — done before they walk in.
Physical therapy intakes are paperwork-heavy. Automate forms, insurance verification, and benefit checks so your team focuses on care, not clipboards.
The problem
Physical therapy practices spend 20–40 minutes per new patient on intake — paper forms, insurance cards, ID verification, benefits checks. Patients arrive 30 minutes early and still wait. Staff spend half the morning on paperwork while the waiting room fills up.
How it works
Immediately after booking, the new patient receives an intake link via text and email. They complete all forms digitally on their phone — demographics, medical history, pain assessment, consent. Our system runs insurance eligibility verification automatically and returns PT benefit details (visits remaining, co-pay, deductible) before the appointment. The therapist sees a complete chart on arrival.
What you get
Digital intake forms
Pain diagram, medical history, consent, and demographics collected on any device.
Automated insurance verification
Eligibility and PT-specific benefits checked via Availity or Change Healthcare automatically.
Benefits summary for front desk
Co-pay, deductible met, PT visits authorized — displayed in plain English before the visit.
EMR integration
Completed intake data pushed into WebPT, Jane App, or your EMR — no re-entry.
Intake completion reminders
Reminder sequence if the patient hasn't completed forms 24h before appointment.
HIPAA-compliant portal
Secure, encrypted patient portal with signed consent stored per regulatory requirements.
Common questions
Which EMRs do you integrate with?
WebPT, Jane App, Clinicient, Prompt, and any system with an HL7 or FHIR interface.
What if insurance can't be verified automatically?
A fallback task is created for front desk staff with the patient and payer details pre-populated.
Is the patient portal ADA accessible?
Yes — mobile-responsive, large-text compatible, and screen-reader friendly.
Eliminate intake paperwork before patients arrive
Tell us about your business and we\'ll scope this for you — no commitment required.
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