Patient Intake Software

Paper registration forms, manual data entry, photocopied insurance cards, and paper consent forms, all of which are captured digitally and stored with the patient account.

Insurance details captured at intake are verified against the payer right away, so incorrect member IDs or inactive coverage are found before the visit rather than after the claim is denied.

Yes. Patients can complete forms on their own phone or computer before the visit, which shortens check-in.

Core capabilities include digital pre-registration via responsive tablet or patient devices, real-time insurance scan auto-extraction of co-pay obligations, and in-office instant check-in dashboards linked with active scheduler. Because it shares one database with the rest of the Unlimited Financials suite, work done here is immediately visible to scheduling, billing, and reporting, no re-keying between systems.

See how Unlimited Financials helps specialty healthcare organizations manage practice operations, streamline billing, and strengthen revenue cycle performance. Patient Intake Software is one module of that suite, so it deploys alongside the workflows your practice already runs on Unlimited Systems rather than as a separate point solution.

Patient Intake Software is built for specialty healthcare practices (oncology, urology, and other high-complexity specialties) and the administrators, billers, and revenue cycle teams who run them. Configuration follows each specialty's documentation and payer requirements.

Yes. Unlimited Systems connects to EHRs, labs, and third-party applications through the Unlimited Integration engine, and to payers and clearinghouses through Unlimited Clearinghouse, so Patient Intake Software works with the clinical and payer connections your practice already has.