A 10-point checklist covering channel access, point-of-care coverage, saved progress, real-time eligibility, EHR write-back, and staff visibility — built to score your organization honestly.
Four tiers, from “Paper & Manual” to “Ready for Takeoff,” each paired with concrete next steps — so you're not guessing what to prioritize.
A three-phase roadmap, covering everything from codifying goals and assembling a vendor-evaluation committee, to running a shortlist through the checklist, to setting a go-live date and defining what success looks like.
Side-by-side questions to compare intake vendors across technology, partnership, and what you'll need down the road — not just what looks good in a demo.
A walkthrough of a patient finishing intake by SMS before their visit and completing only a consent form on a tablet at check-in — because the system already knew their name, DOB, and insurance.