Patient intake

Patient Intake Software without paper forms

Arrival registration without the clipboard: name, contact details and a ticket code, on the patient's phone before arrival or at a self check-in kiosk. No forms and no clinical data: registration feeds straight into the live queue, so nobody re-keys paperwork.

The Slot IQ kiosk showing ticket B123 with a receipt printer printing ticket B123
Ticket printed
B123
Walk-in seated
B123
How it works

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.

  • Registration: name and contact details, typed by the patient and never re-keyed.
  • Ticket code: on the patient’s phone or printed at the kiosk, then called on the now-serving display.
  • No clinical data: history, medications, insurance and consents stay in your clinical systems.
What patients give

What digital patient intake collects

Only what a visit needs to start: who the patient is, how to reach them and which appointment they are here for. Clinical information stays in your clinical systems.

Name and contact details

Typed by the patient on their own phone or at the kiosk, so nobody at the desk transcribes handwriting.

Appointment and ticket code

Booked patients check in against their slot and walk-ins choose a service. Each gets a ticket code that puts them in the live queue.

No clinical questions

No medical history, medications, allergies or insurance details. Those stay in your EMR or clinical system, where your clinical team already records them.

Light privacy assessments

Name, contact and appointment slot only. With no clinical content held, a privacy review has far less to assess.

Why teams choose it

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.

No integration required

Runs alongside your EMR, LIS or hospital system, so intake goes live without an interface project.

Private by design

No PHI held on the device; encrypted in transit. Built to support HIPAA and PIPEDA obligations and BC health region requirements under FOIPPA, with data securely stored in Canada.

For the front desk

Staff stop chasing paperwork 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.
  • Names and contact details typed by patients, not transcribed by staff.
  • Straight into the queue the moment intake is confirmed.
Questions, answered

FAQs

What is patient intake software?
Patient intake software registers patients digitally, before or on arrival, instead of on paper. TSB keeps intake deliberately minimal: name, contact details and appointment, on mobile or at a self check-in kiosk, feeding straight into the live queue. Clinical questions stay in your clinical systems.
Can patients complete intake before they arrive?
Yes. Patients can complete intake from the confirmation link on their own phone ahead of time, or finish it at a kiosk on arrival: so the front desk isn't handing out clipboards and re-keying forms.
Does it collect medical history or insurance details?
No. TSB holds name, contact and appointment slot only, with no clinical content. Medical history, medications, insurance and consent forms stay in your EMR or clinical system, which keeps privacy assessments light.
Do we need to integrate it with our EHR?
No. TSB runs alongside your EHR, EMR or LIS with no integration required, so intake goes live without an interface project.
Is patient intake data secure?
Yes. Nothing is stored on the device, the platform is PHI-minimal by design, and data is encrypted in transit. The platform is built to support HIPAA and PIPEDA obligations and BC health region requirements under FOIPPA, with data securely stored in Canada.

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.

Trusted by leading health organizations
Vancouver Coastal Health Fraser Health Interior Health Provincial Health Services Authority Providence Health Care St. Joseph’s Healthcare Hamilton, coming soon Indigo Pharmacy, coming soon and more…