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Patient intake

Patient Intake Software that starts before the waiting room

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.

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Trusted by care teams across 68+ sites · 739K+ patients served

A patient completes digital intake forms on their phone before an appointment
Intake
Done before arrival
Consent
Captured & logged
Digital patient intake form on a phone
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.

  • 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.
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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.

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 and built for HIPAA, PIPEDA and data residency.

Front-desk staff reviewing completed patient intake on a tablet
For the front desk

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.
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Questions, answered

Frequently asked questions

What is patient intake software?
Patient intake software collects the information a visit needs — demographics, insurance details, consents and screening questions — digitally, before or on arrival, instead of on paper. TSB captures intake on mobile or at a self check-in kiosk and feeds it straight into the live queue and your 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 capture insurance and consent?
Yes. Intake captures insurance and demographic details, applies your eligibility rules, and collects the consents and signatures each visit type needs, with everything logged for your records.
Does patient intake integrate with our EHR?
TSB is built to connect with your EHR, EMR and LIS so intake data flows into the systems your staff already use.
Is patient intake data secure?
Yes. The flow layer is designed to run without holding protected health information on the device, with data encrypted in transit and at rest and support for HIPAA, PIPEDA and U.S. & Canadian data residency.
Explore the platform

Keep exploring

Self check-in kiosksClear the front deskOnline bookingSelf-schedule anywhereQueue managementVirtual waiting room

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.

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