Chiropractic — Patient Intake

New patient paperwork done before they walk in the door.

Stop running paper forms at the front desk. Automated digital intake sends forms the moment a patient books, populates your EHR automatically, and cuts check-in from 15 minutes to 3. Your providers start on time. Every appointment.

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Intake automation workflow
1
Trigger
New patient books appointment (phone, web, or referral)
2
Automated action
SMS + email with digital intake link sent immediately after booking
3
Patient action
Patient completes health history, complaint, insurance, and consent forms from their phone — before arriving
4
EHR sync
Completed data automatically structured and pushed to correct fields in ChiroTouch / Jane App / Genesis
5
Outcome
Provider reviews complete patient record before walking into the room. Check-in takes 3 minutes.
The Transformation

Paper intake vs. automated digital intake

The paper intake process isn't bad practice — it's just a system designed for a world where patients couldn't complete forms on their phone. That world no longer exists.

The paper intake problem

What happens without automation

New patient arrives at 9am. Front desk hands them a clipboard with 4 pages of forms. They write for 12 minutes. Check-in runs long.
Provider walks in at 9:15 expecting a 9am appointment. Patient is still completing the pain scale section.
Front desk manually enters handwritten information into ChiroTouch. Takes 8–10 minutes per patient. Transcription errors happen.
Provider sees patient without having reviewed history. Insurance info was incomplete. Billing can't process claim until missing info is gathered.
Automated digital intake

What happens with automation

Patient books at any time. SMS arrives within 60 seconds with a link to complete digital intake forms from their phone.
Patient completes health history, chief complaint, insurance, and consent forms at home the night before — at their own pace, without a clipboard.
Completed data automatically populates the correct fields in your EHR. No manual entry. No transcription errors. No missing information.
Patient arrives. Check-in takes 3 minutes. Provider reviews complete intake in the hallway. Appointment starts on time. Billing has everything it needs.
What We Build

Everything included in your intake automation

This isn't a generic form builder. We configure every element to match your clinic's specific intake process, your EHR's data structure, and your patient population.

Digital intake form suite

Health history questionnaire, chief complaint description, pain scale and functional assessment, and any clinic-specific intake questions you currently use. Configured to match your existing process exactly.

HIPAA authorization and consent

HIPAA privacy notice acknowledgment, financial responsibility agreement, and any treatment consent forms your clinic requires — all collected digitally with a legally valid electronic signature.

Insurance capture

New patients enter their primary and secondary insurance information through a guided form. Data triggers the insurance verification workflow automatically — so your front desk has coverage info before the appointment.

Automated delivery sequence

Intake link sent immediately after booking via SMS and email. If incomplete at 24 hours before appointment, a reminder fires automatically. You see exactly which patients have and haven't completed intake.

EHR auto-population

Completed intake data is structured and pushed directly to the correct fields in your EHR (ChiroTouch, Jane App, Genesis, DrChrono). No manual entry. No re-typing. No transcription errors.

Incomplete form alerts

If a patient hasn't completed their intake within 24 hours of the appointment, your front desk receives an alert. You decide whether to reach out or allow paper forms at arrival — the system flags it either way.

The Numbers

What automated intake delivers

Real results from chiropractic clinics that have replaced paper intake with automated digital forms.

12min
Average check-in time reduction — from 15 minutes with paper forms to 3 minutes with digital pre-intake
Per new patient appointment
94%
Of new patients who receive an intake link complete it before their appointment when sent within 60 seconds of booking
vs. ~60% completion when sent 24+ hours later
8h
Front desk hours saved per week at a clinic seeing 15+ new patients — eliminating manual EHR data entry entirely
At a 30-patient/day practice

Your providers shouldn't start every appointment behind schedule.

Book a free 30-minute call. We'll look at your current intake process and show you exactly how automation fits your specific EHR and patient flow.

Book a 30-min call
Systems We Integrate

Works with your existing chiropractic software

We connect your intake automation directly to your EHR and practice management system. No new software required.

ChiroTouch
Jane App
Genesis Chiropractic
DrChrono
Weave
NexHealth
Availity
Twilio SMS
Zapier

Using a different EHR? Mention it on the call. We integrate with most chiropractic platforms.

Common Questions

Intake automation questions we hear most

When a new patient books an appointment (by phone, online, or referral), the system automatically sends a link to a digital intake form via SMS and email. The patient completes health history, chief complaint, insurance information, and consent forms from their phone before the appointment. Completed data is automatically structured and delivered to your EHR so your front desk and provider have everything ready when the patient walks in.
New patient health history, chief complaint questionnaire, pain scale and functional assessment, insurance capture, HIPAA authorization, financial responsibility agreement, and any clinic-specific consent forms you use. We configure the forms to match your existing intake process — not the other way around. If you have specific intake protocols or provider preferences, we build them in.
Yes. We integrate with ChiroTouch, Jane App, Genesis Chiropractic Software, and other major platforms to ensure completed intake data is structured and delivered to the correct fields in your EHR. Your provider reviews the completed intake before the appointment — they don't enter it manually, and your front desk doesn't retype it. The data flows automatically from the patient's phone to your system.
The system sends a reminder 24 hours before the appointment if forms are incomplete. If still incomplete at appointment time, your front desk receives an alert flagging the patient as intake-incomplete. You can configure whether to allow paper forms at arrival or have someone reach out proactively. In our experience, 94% of patients complete forms when the link is sent immediately after booking.
Yes. We use HIPAA-compliant form platforms and communication tools, and all electronic signatures are legally valid for clinical consent documentation. Patient data flows only to and from your existing EHR — we don't create a parallel data store. We'll review your specific compliance requirements during discovery and ensure everything meets your clinic's standards.
Get Started

Your front desk shouldn't spend 8 hours a week entering intake data.

Book a free 30-minute call. We'll map your current intake process and show you exactly how automation fits — and what check-in would look like at your clinic within 21 days.

Book a 30-min call See appointment reminder automation