Patient Intake Software & Digital Patient Intake Forms
Capture demographics, insurance and consent digitally — on the patient's phone before arrival or at a self check-in kiosk. Intake feeds straight into the live queue and your EHR, so nobody re-keys a clipboard.
Trusted across 69 BC labs · 3.89M+ visits · 816K+ patient references (as of 10 Sep 2026)
Digital intake, before or on arrival
Patients complete intake on their own phone from the booking confirmation, or finish it at a kiosk when they arrive — whichever suits them.
- Pre-visit forms — demographics, history and screening questions completed ahead of time.
- Insurance & eligibility — capture coverage details and apply your eligibility rules up front.
- Consents & signatures — the right forms for each visit type, collected and logged.
What digital patient intake forms collect
TSB replaces clipboard paperwork with digital forms patients complete on their own device. Your patient intake forms are rebuilt from the intake workflows you already run — what you collect does not change, only how and when you collect it.
Patient information and history
Demographics, contact details and medical history arrive as structured patient information rather than handwriting. Returning patients confirm what is already on file instead of rewriting it.
Allergies and medications
Current medications, allergies and previous reactions are captured before arrival, so clinical staff open the visit with a legible list instead of reconstructing one at the desk.
Coverage and insurance information
Health plan identifiers, insurance information and any documents your site requires are collected up front and checked for completeness, so a missing field surfaces before the patient is in the room.
Consent and compliance
Consents, privacy notices and site-specific declarations are versioned and timestamped. Each submission is recorded against the form version the patient actually signed — what a healthcare compliance review asks for.
Less paperwork, faster starts, cleaner data
Mobile & kiosk intake
Patients complete intake on their phone or at a kiosk — no clipboards, no re-keying.
Feeds the live queue
Completed intake drops the patient straight into the flow engine and now-serving display.
Syncs with your EHR
Built to connect with your EHR, EMR and LIS so data lands where staff already work.
Private by design
No PHI held on the device; encrypted in transit. Built to support HIPAA and PIPEDA obligations and BC health authority requirements under FIPPA, with data residency available in Canada and the United States.
Staff stop chasing forms and start helping patients
When intake is done before the patient reaches the desk, the arrival bottleneck disappears — staff verify at a glance instead of keying paperwork, and patients move straight into the queue.
- No clipboard hand-offs or double data entry at the desk.
- Cleaner, more complete data captured while patients aren't rushed.
- Straight into the queue the moment intake is confirmed.
Frequently asked questions
What is patient intake software?
Can patients complete intake before they arrive?
Does it capture insurance and consent?
Does patient intake integrate with our EHR?
Is patient intake data secure?
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See digital intake in action
Book a 30-minute walkthrough and we'll show how pre-visit and kiosk intake clear your front desk — with numbers from real deployments.
and more…