Patient Intake Automation

Patient intake automation replaces the manual, staff-intensive process of collecting medical history, insurance information (or payment consent), and clinical questionnaires with a structured digital workflow. The patient moves through a self-guided intake form, providing the information required for clinical review. Consent forms, ID verification, and payment authorization can all be collected in the same flow.

For operators, automated intake is foundational to a scalable program. Without it, you need staff to handle every new patient - collecting forms, following up on incomplete submissions, and manually routing cases. Automation handles all of this without additional headcount. A well-designed intake flow also produces cleaner data for provider review, reducing back-and-forth between providers and patients.

Karpa's intake system is configurable per program. Operators define which questions to ask, what consent language to include, and which eligibility gates to enforce before a patient reaches the payment and case submission step. New patients can complete intake and have their case in a provider queue within minutes.