Intake Pro

Electronic Intake and Patient Check-in

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Accelerate Your Patient Intake and Check-in Processes

Intake Pro empowers staff and patients to speed up the patient intake and check-in process, increase staff productivity, and improve patient satisfaction scores. Patients enter their intake/registration information into a tablet at the practice or from the comfort of their own home. Start using Intake Pro and operate more efficiently today.

  • Patients complete intake forms on a tablet independently.
  • Form information seamlessly syncs with Practice Mate and EHR 24/7.
  • Intake Pro works at the practice or from the patient's personal computer or phone.
  • Electronic forms are fully customizable to your practice.

Intake Pro can be customized with your electronic forms or you can use one of our templates below:

How Intake Pro is Used By Practices

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Small to Medium Practices

Everything you need to jumpstart your practice or business with simple claim submission, practice management and clinical workflows
Self Service Sign Up

Available services

  • Clearinghouse Service Center
  • Practice Mate
  • EHR 24/7
  • Electronic Prescribing
  • Expert US-based support

Add-ons

  • Patient intake
  • Patient reminders
  • Revenue Optimization
  • esMD
  • Telehealth
  • Direct Messaging

Enterprise

For our largest healthcare providers, healthplans, and IPAs that need to manage claims and optimize revenue at scale with custom integrations and rates
Contact us

Custom rates for

  • Claims
  • Eligibility
  • Medicaid Screening and Enrollment
  • Claim Status
  • Risk Adjustment
  • Insurance Discovery
  • Medicare Underpayments
  • Gateway Services

Available services

  • Custom integrations
  • Expert setup and switching
  • Misdirected Claims and Encounters
  • Medicare Audits and Appeals

Small to Medium Practices

Everything you need to jumpstart your practice or business with simple claim submission, practice management and clinical workflows
Self Service Sign Up

Available services

  • Clearinghouse Service Center
  • Practice Mate
  • EHR 24/7
  • Electronic Prescribing
  • Expert US-based support

Add-ons

  • Patient intake
  • Patient reminders
  • Revenue Optimization
  • esMD
  • Telehealth
  • Direct Messaging

Enterprise

For our largest healthcare providers, healthplans, and IPAs that need to manage claims and optimize revenue at scale with custom integrations and rates
Contact us

Custom rates for

  • Claims
  • Eligibility
  • Medicaid Screening and Enrollment
  • Claim Status
  • Risk Adjustment
  • Insurance Discovery
  • Medicare Underpayments
  • Gateway Services

Available services

  • Custom integrations
  • Expert setup and switching
  • Misdirected Claims and Encounters
  • Medicare Audits and Appeals

Intake Pro - FAQs

How much does it cost to use Intake Pro?

Intake Pro is a service which allows patients to complete Electronic Intake/Agreement forms using a tablet*. In order to utilize this service, you must qualify. There is a small startup fee but the service is free as long as the terms and conditions in the user agreement are met.

How much is the startup fee for Intake Pro?

Each device costs $1.00 for users who meet requirements of service as outlined in the Electronic Agreement form.

How does the user access the Intake Pro Agreement Form?

Users who are qualified for Intake Pro receive a desktop message with a link to the Electronic Agreement form under the Admin account.

What qualifying metrics do users need to maintain in order to keep the monthly service free?

Users are required to check in ALL patients using Intake Pro. Therefore, for every patient appointment there should be a check-in, unless the patient has been seen recently (within the last 30 days). See the enrollment agreement for all additional requirements to keep Intake Pro Service free.

Does the tablet have multiple USB ports?

No, but a USB Hub can be used to expand the number of ports.

What happens if the device is lost, stolen, or broken? Does Office Ally replace it?

Office Ally handles replacements on a case-by-case basis, but under normal circumstances, replacement tablets must be purchased.

Intake Pro Promotional Offers - FAQs

What types of promotions are available through Intake Pro?

The types of promotions offered through Intake Pro are for patient savings on medications. Specific promotions offered through Intake Pro are continuously updated.

Can promotions through Intake Pro be disabled?

No, this feature cannot be disabled.

Do the promotions have an expiration date?

Yes, the terms vary, depending on the offer.

Do the promotions offered through Intake Pro violate any HIPAA rules and regulations?

No, Office Ally does not share any patient medical information with third parties to determine eligibility and adheres to all federal privacy laws. Please see Certifications for more information.

Trusted and Compliant Solutions: