Intake

By the time the patient arrives,
everything is ready.

SMS · 09:14 DELIVERED

Hi Adaeze, please complete your intake form before your visit on Thu. Tap: bbyt.co/i/3c9b

PATIENT INTAKE APT_3C9B VALIDATING
Full name
Adaeze Okafor
Date of birth
12 / 03 / 1987
Insurance
AXA · #7821-9304
Allergies
Penicillin, Sulfa
Symptoms
Headache, fatigue (3 days)
FHIR → ehr.create() 2.3s
INTAKE · TODAY ALL PROCESSED

47

auto-processed

2

exceptions

0

queue remaining

Adaeze O.

AXA · verified

09:00 COMPLETE

Tunde I.

NHIS · verified

09:30 COMPLETE

Chinedu O.

Manual review

11:30 EXCEPTION

Ifeoma N.

AXA · verified

13:00 COMPLETE
Queue empty · next run 05:00 45 of 47 → FHIR

Five tasks. All manual. All before the patient arrives. Boolbyte runs every one automatically from the moment a patient is scheduled.

Without
Patient scheduled
5 tasks pending
Staff work morning-of
Gaps found at desk
Patient arrives. Nothing ready.
With Boolbyte
Patient scheduled
5 tasks auto-complete
Clinician pre-briefed
Record already live
Patient arrives. Everything ready.

From booking confirmation to clinician briefed.

Intake isn't one task. It's five
and they all run on people.

Most conversations about intake focus on the form. But the form is just the surface. Beneath it are five distinct processes, each with its own coordination burden, each running manually in most healthcare organisations.

01

Clerking

Who the patient is

Currently

At the front desk while others wait, or chased days before, or corrected on the day.

With Boolbyte

Verified at scheduling record live before arrival.

02

Pre-charting

Clinical picture before the appointment

Currently

First 10 minutes of every consultation spent collecting what could have been gathered in advance.

With Boolbyte

History, medications, red flags complete before the clinician opens the file.

03

Forms

The thread running through everything

Currently

Generic stacks sent late, completed in waiting rooms, chased when incomplete.

With Boolbyte

Right forms dispatched automatically. Incomplete ones followed up without staff involvement.

04

Insurance verification

Before the appointment, not during it

Currently

Coverage issue discovered at the point of care a problem for patient, clinician, and billing simultaneously.

With Boolbyte

Confirmed active, service covered, referral requirements met before the slot is confirmed.

05

Prior authorisation

Initiated before it’s needed

Currently

Requirement missed or delayed. Appointment can’t proceed as planned.

With Boolbyte

Requirement identified, evidence compiled, request submitted from the moment of scheduling.

The patient arrives.
The preparation hasn't.

What’s missing when the patient walks in

History not collected first 10 min spent gathering
Insurance issue found at the desk appointment delayed
Prior auth not initiated procedure can’t proceed
Clinician opens blank chart starts from zero

When intake has run

Record complete before the appointment
Insurance confirmed at scheduling
Prior auth submitted, response tracked
Clinician opens to full clinical picture

5

intake processes automated

0

forms chased manually

100%

pre-charted before visit

Connects to what you have.
Adds nothing you need to manage.

ADMINISTRATIVE STAFF

Exceptions only

Exception queue · today

APT_4F2A Insurance pending · needs call
APT_9C1B Prior auth response overdue

28 processed automatically today

CLINICAL STAFF

Consultations start complete

Consultation opens to

Adaeze Okafor · 38F · NHS #441-2209
Headache, fatigue · 3 days
Allergies: Penicillin, Sulfa
Insurance: AXA · verified
Pre-chart: complete
PATIENTS

An intake process that respects their time

Hi Adaeze your intake form for Thursday. Takes about 3 minutes: bbyt.co/i/3c9b

SMS · Mon 09:14

Done! See you Thursday.

Form complete · record updated · clinician briefed
COMPATIBLE WITH
EpicCernerAthenahealthFHIR

The full intake journey,
before the patient walks in.

Start with intake Talk to us first