Simplify check-in for everyone with customized patient intake software

Don’t let care visits be all about paperwork. Discover how CheckinAsyst’s patient intake software streamlines check-in for patients and optimizes operations for your staff. With intelligent workflows and digital tools, you can minimize wait times, boost patient satisfaction, and see more patients – without all the hassles.

All the digital tools you need to manage patient intake operations

A faster, convenient way for patient check-in

No delays. No confusion. No stress – CheckinAsyst helps deliver a modern check-in experience your patients deserve. From patients filling out forms on their own time to making payments using convenient channels, explore our user-friendly digital tools that ensure your intake process is simple, quick, and hassle-free.

Flexible options for patients to complete registration process from home or at the office.

Ability to collect payments before the appointment or at the time of service.

Digital capture of necessary consents, insurance card, profile image & so on.

Multilingual support for intake forms, including English, Spanish, Arabic, and more.

A zero hardware, zero investment approach – better convenience for patients, less hard work for staff.

  • Pre-visit registration: Let patients complete their forms before the appointment using their mobile, laptop, or desktop – either from home or on the go.
  • QR code check-in & arrival: Set up QR codes in the clinic for patients to scan, confirm their arrival, and check in using their personal devices.
patient intake software

Modern check-in options for capturing all the necessary information and speed up your intake process – without crowding your front office.

  • Kiosks: Use kiosks to provide an easy, self-service option for patients to check in and make payments directly at the clinic.
  • Tablets: Assist patients who need guidance during check-in – like the elderly or injured patients – using tablet-based check-in.

75% reduction

in patient wait times using digital check-in modes

20 mins saved

in patient wait times using digital check-in modes

Smart workflows to capture the right patient data

A digital platform should simplify operations, not add to the complexities.  CheckinAsyst’s intelligent, rule-based workflows automate all the manual work of asking the right questions while ensuring the flexibility your staff needs. Set up workflows by considering specific parameters to help minimize staff intervention. And for ad-hoc situations, your staff can easily add forms on the fly to maintain a 100% digital workflow.

  • Logic-based workflows to collect relevant information based on the patient history and appointment types
  • Patient info includes demographics, clinical history, medications, allergies, and more.
  • Specialty-specific clinical assessments including PHQ-2/9, ASQ-3, M-CHAT, GAD-7, HOOS, KOOS, and more
  • Consent for HIPAA, financial policies, medical procedures, and more

in collecting medical history

Powerful Dashboard to control the intake chaos  

Your front desk staff juggles multiple tasks every day. Empower them with a 360-degree view of all the patient intake operations and the right digital tools to manage them seamlessly – all from our patient intake software.

  • Check-in status track: See patients who have arrived, filled out forms, and are ready to see the provider.
  • Insurance details: Access patient insurance info and run real-time checks – even for walk-ins.
  • Patient payments: Collect co-pays, balances, and fees for additional services with ease.
  • Consent management: Maintain required documents and track expiring consents for accurate records.
  • Patient records: View patient info like demographics, clinical history, and assessments to better prepare for each visit.
  • Appointment updates: Monitor visit confirmation, cancellation and rescheduling requests from the Dashboard.
  • Patient communication: Send appointment & payment reminders, secure messages, and more – all from one place.
  • Payment plans: Enroll patients into payment plans, review pending balances, and manage dues effortlessly.

90% reduction

in manual entries and scanning efforts

60% increase

in co-pay and balance collection


Improve practice efficiency with intelligent insights

Take out the guesswork and rely on data-driven insights to drive real impact. From monitoring check-in patterns, eligibility verifications to payment collection and appointment statuses, gain full visibility into your operations to optimize workflows, enhance patient care, and drive higher ROI.

  • Check-in trend: Monitor usage of different check-in modes to understand patient behavior.
  • Appointment insights: Optimize schedules by monitoring no-shows, cancelations, and rescheduled visits.
  • Eligibility checks: Track how many patients have confirmed coverage or uninsured insurance.
  • Assessment engagement: Measure the completion rates of assessment forms to improve data collection.
  • Communication performance: Assess the deliverability of reminders and patient messages to measure impact.
  • Operational efficiency: Compare different providers and locations to identify gaps and improvement areas.
  • Platform utilization: Evaluate how effectively patients and staff are using CheckinAsyst to boost ROI.
  • Payment collection: Gain visibility into collections and missed opportunities to boost financial performance.

Why Customers love our patient check in software 

  • “Previously, our staff used all paper and manually input individual medical history data into our EMR. Thanks to CheckinAsyst’s clinical integration, when patients share their clinical history, it seamlessly goes into the EMR.  The system has streamlined our processes and allowed us to focus on more meaningful tasks for our patients and providers.”

    – Steven Cruze, Chief Operating Officer
in pre-screening and manual entries
per week saved with automated payment reminders
improvement in patient payment collections
in capturing SDOH and past medical history
clinical and front office staff to manage operations
saved per patient for clinicians
  • “With our previous intake tool, patients spent 30 minutes filling out forms, then our MAs spent extra time documenting that information in the encounter – It simply didn’t make sense.  Switching to CheckinAsyst has not only saved us time and resources, but has also greatly improved the overall experience for both our patients and staff.”

    – Cindy Papke, Clinical Administrator

Beyond intake: What makes CheckinAsyst different

Customizable workflows built to match your specialty, staff capacity, and dynamic needs

Flexibility to digitize processes one at a time & scale as you grow – without overwhelming your staff

Dedicated customer support that starts from implementation, go-live, throughout your lifecycle

Secured, reliable patient check in software that offers seamless experience for your staff and patients 

How our patient intake software works for your practice

Setting up a modern-day practice is easier than you can imagine. Our patient intake software seamlessly integrates with your existing PM or EMR system to support its rich functionalities.
Here’s how it works:

  • Your staff creates appointments in your EMR/PM system
  • Appointment details & patient data get imported into CheckinAsyst based on the day of the appointment
  • Your staff can manage intake, payments, and communication for all patients whose appointment information is available in CheckinAsyst
  • Bi-directional integration allows data to flow back-and-forth between your system and CheckinAsyst
Digital Intake for Your Practice

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    How can I choose the best patient intake software for my clinic?

    Choosing the best patient intake software for your clinic depends on how well the system supports your front desk, clinical workflows and patient experience. The best patient intake software reduces paperwork; lowers wait times and provides staff with accurate patient information before the visit.

    Key features to evaluate include:

    • The software should support both digital pre-registration and in-office check-in
    • Look for EHR/PM integration capabilities to ensure automated data capture
    • Confirm if the integration doesn’t have PDF-only and partial data posting which leads to more manual work
    • Check flexibility in configuring workflows based on visit type and specialty
    • See the options available for reminders, secure chat, and broadcast messaging
    • Analyze HIPAA-compliance and security standards followed by the software

    How does automated patient intake improve clinic efficiency?

    Automated patient intake improves clinic efficiency by replacing paper forms and manual data entry with digital workflows. This results in staff spending less time on administrative tasks and more on patient care.

    Key features to evaluate include:

    • Less manual work: Patient data posts directly into the EHR, eliminating re-entry and reducing errors
    • Shorter wait times: Patients submit information before arrival, reducing front-desk congestion
    • Faster patient throughput: Smoother intake means better appointment flow throughout the day

    What are the benefits of using digital patient intake forms over paper forms?

    Digital patient intake forms reduce manual work, improve data accuracy, and speed up the check-in process compared to paper forms.

    Key benefits of digital patient intake forms include:

    • Patients complete their intake before the visit
    • No manual data entry, reducing staff workload
    • Fewer errors from illegible handwriting or missing fields
    • Automatic upload of patient information into the EHR
    • Faster check-in times at the front desk
    • Secure storage of patient data instead of paper files
    • Easily update patients’ medical history or insurance information

    What features should I look for in digital medical intake forms?

    Digital medical intake forms should include features that help collect accurate patient information, reduce paperwork, prevent incomplete registrations, and support efficient check-in workflows.

    Important digital medical intake form features to look for include:

    • Customizable intake forms for different specialties or visit types
    • Mobile-friendly forms that patients can complete on phones or iPads
    • Mandatory fields that prevent missing information
    • e-signatures for consent and policy forms
    • Automatic upload to the EHR to avoid manual data entry
    • Insurance and demographic capture during intake
    • HIPAA-compliant data storage

    What are the main steps in patient intake?

    The main steps in patient intake involve collecting patient information, verifying details, and preparing the visit.

    A standard patient intake workflow includes:

    • Self-scheduling appointments through phone, website
    • Necessary forms are automatically sent to the patients
    • Patient intake forms are completed digitally or in the clinic
    • Collection of demographic and medical history information
    • Insurance details captured and verified
    • Consent and policy forms signed digitally
    • Co-payment or outstanding balance collected
    • Patient records updated in the EHR