Internal · 2024

Messy intake answers, turned into a clean record

IntakeIQ

−6 min
intake per patient
+27%
complete histories

The challenge

IntakeIQ's clinics collected intake on paper and free-text fields, then spent the first minutes of each visit deciphering it. Half the histories arrived incomplete.

Our approach

How we built it

Structure the freeform

Plain-language answers parsed into clean, coded fields.

Ask the gaps

Smart follow-ups fill the holes before the patient is seen.

Ready at the door

A tidy summary waiting in the chart when the visit starts.

−6 min
intake / patient
vs. manual entry
+27%
complete histories
first quarter

The outcome

Results

Clinicians opened each chart to a clean, complete picture and started caring for the patient sooner. Front-desk re-keying of intake forms all but disappeared.

−6 min
per patient
+27%
complete histories
−80%
manual re-keying
2 wk
to pilot
Intake took six minutes less per patient and complete histories went up twenty-seven percent. Clinicians open the chart to a clean record, not a half-finished form to decipher.
Tom RenshawPractice Manager, IntakeIQ

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