ASC patient intake software that gets procedure-day readiness under control

CERTIFY Health connects pre-op intake, consent, ID and insurance capture, eligibility visibility, reminders, check-in, and payment readiness before patients arrive.

Give patients clear digital steps across mobile, web, kiosk, tablet, portal, and staff-assisted workflows. Keep your surgical EHR and clinical systems in place. Make the administrative work around them easier to see, act on, and control.

eConsent signed

Anesthesia · procedure

Pre-op forms complete

Submitted 3 days early

Eligibility Verified

Coverage active

Procedure-day delays often start with unfinished intake

ASCs run on tight timelines. When forms, consent, insurance information, coverage questions, or payment responsibility are still unresolved at arrival, the front desk becomes the cleanup point for work that should have been handled earlier.

Pre-op forms arrive incomplete or too late for staff review.

Paperwork lands too close to procedure day or half-finished leaving no time for staff review.

Consent status is unclear until the patient is already on site.

Whether anesthesia and procedure consents are signed only becomes visible once the patient is on site..

ID or insurance information has changed since the last visit.

Cards on file quietly go stale between visits, and no one finds out until check-in.

Eligibility questions surface too close to procedure day.

Paperwork lands too close to procedure day or half-finished leaving no time for staff review.

Staff chase patients across
channels

Phone, email, paper, and disconnected portals turn follow-up into a full-time recovery effort.

Check-in becomes manual
recovery work

Instead of a quick readiness check, arrival means rebuilding the record while the schedule slips.

How it works

Turn intake into a pre-arrival readiness workflow

CERTIFY Health moves the administrative work forward. Patients can complete required intake steps before arrival, while staff can see what is complete, what changed, and what still needs attention.

Step 01 · Send

Intake goes out the moment scheduling happens

Send pre-visit intake workflows after scheduling or when staff trigger them.

Step 02 · Collect

Everything captured digitally before arrival

Collect demographics, forms, eConsent, ID images, and insurance card images digitally.

Step 03 · Review

One dashboard for what's done, changed, and pending

Review submitted information and intake progress from the Care dashboard.

Step 04 · Connect

Coverage questions surface days earlier, not day-of

Connect insurance capture and eligibility workflows so coverage questions can surface earlier.

Step 05 · Remind

Reminders that close steps, not just send them

Use reminders and two-way communication to close incomplete steps before staff have to chase them.

Step 06 · Route

Anything unresolved meets patients on their channel

Route unresolved work through mobile, web, kiosk, tablet, QR/contactless, or staff-assisted check-in.

One Intake Workflow Across Every Patient Channel

Patients move between devices and assistance levels without restarting and staff keep one view of it all.

Digital forms & configurable workflows

Intake flows tuned for new and returning patients, triggered by scheduling or by staff.

Patient portal & pre-registration

Information updates handled before arrival, not at the front desk.

Mobile, web, kiosk, tablet & QR check-in

Self-service and contactless options, with staff-assisted intake where patients need help.

eConsent & document workflows

Required acknowledgments and signatures captured digitally, with status staff can see.

Photo ID & insurance card capture

Current images captured where configured, so stale records surface before procedure day.

Eligibility & benefits visibility

Workflows connected to payer services where configured, so coverage questions surface earlier.

Reminders & two-way messaging

Appointment reminders, intake nudges, and follow-up that close steps before staff have to chase.

Payment readiness with CERTIFY Pay

Payment links, Text-to-Pay, card-on-file, payment plans, autopay, statements, and in-office options where enabled.

EHR, PM & billing integrations

EHR, EMR, PM, PMS, billing, identity, communication, and payment systems connected through supported connectivity.

What changes when intake stops being a same-day cleanup job

Outcomes from a large multi-site deployment show what happens when intake, check-in, communication, and data capture are connected at scale.
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Pre-registration completion

Overall completion reached 87%, including 88% for new patients, 87% for returning patients, and 73% among patients age 75+. Digital intake held up across a broad age mix.

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Form completion 

Form completion rose from below 25% to nearly 90%, reducing missing documentation and the amount of follow-up staff had to recover later.

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Phone and email accuracy

Contact data accuracy improved from roughly 50% to 98%, giving teams cleaner information for reminders, follow-up, and patient communication.

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Kiosk adoption at scale

Kiosk check-in reached 80% across the network. Over four months, the connected workflow removed manual data-entry work across about 1.3 million appointments.

Why ASC Teams Choose CERTIFY Health for Patient Intake

Where CERTIFY Health Creates Pre-Arrival Intake Readiness

CERTIFY Health ASC patient intake software connects digital pre-registration, procedure-specific forms, eConsent, ID and insurance capture, eligibility context, reminders, check-in, and payment readiness before the patient reaches the facility.

The surgical EHR, OR system, clinical charting, and procedure documentation stay in their lane. CERTIFY Health strengthens the patient-facing intake workflow around those systems so unresolved forms, insurance updates, consent, and payment tasks are visible early enough for staff to act.

What ASC Patient Intake Looks Like with CERTIFY Health

Frequently asked questions

What is ASC patient intake software from CERTIFY Health?

It is a connected workflow for pre-visit intake, forms, consent, ID and insurance capture, eligibility visibility, reminders, check-in, communication, and payment readiness around the systems the ASC already uses.

No. Clinical documentation, operative notes, anesthesia records, and surgical case records remain in the systems built to manage them.

Yes. Patients can complete configured pre-registration and intake steps digitally before arrival, including forms, demographic updates, consent, ID capture, and insurance capture where enabled.

CERTIFY Health supports insurance capture, eligibility and benefits workflows, and front-end readiness. Full prior authorization management should remain with the ASC’s existing payer, EHR, clearinghouse, or authorization workflow unless separately configured and product-approved.

Yes. Intake can be supported across digital and staff-assisted channels, including mobile, web, kiosk, tablet, QR/contactless, portal, and assisted workflows where configured.

Make procedure-day readiness easier to see and easier to control

See how CERTIFY Health can connect ASC intake, consent, insurance capture, eligibility visibility, reminders, check-in, and payment readiness around the systems you already use.

Download: Kiosk & Mobile Check-In Readiness Checklist

Download: Patient Identity & Check-In Risk Checklist

Download: Medical Practice Software Evaluation Checklist

Download: EHR Integration Readiness Checklist

Download: Patient Communication Workflow Audit

Download: Eligibility & Denial Prevention Checklist

Download: Digital Intake & Pre-Visit Readiness Checklist

Download: Revenue Leakage & Patient Payment Workflow Audit

Download: No-Show & Waitlist Recovery Checklist

Download the Free Checklist

Schedule a free demo

Eliminate Check-In Delays | Prevent Claim Denials | Simplify Patient Workflows