staff path stays open
returning, not restarting
flagged before the visit, not after
Long forms & missing info push the schedule behind before care begins.
Teams need updates, not another full paper packet.
Coverage problems surface after staff have already moved the visit forward.
Bad phone numbers and email addresses weaken reminders and follow-up.
Manual transcription consumes time and creates avoidable error.
CERTIFY Health connects digital forms, eConsent, demographics, ID and insurance capture, reminders, eligibility, check-in, and payment workflows so intake becomes a preparation process, not just paperwork.
Let patients complete required steps before arrival.
Support initial collection and later review or updates.
Collect electronic signatures and make documents available to authorized staff.
Upload or scan supporting cards where enabled.
See who completed, did not receive, or has not finished the workflow.
Continue through kiosk, tablet, QR/contactless, or staff-assisted paths when needed.
Patients receive a secure link after booking or when staff trigger the workflow.
New and returning patients complete the steps required for that visit.
ID, insurance images, and electronic signatures are collected where enabled.
Reminders and staff visibility help focus follow-up.
Patients can finish through another supported channel without restarting the process.
Completion reached 88% for new patients, 87% for returning patients, and 73% among patients age 75+, showing adoption across age groups.
Form completion rose from below 25% to nearly 90%, moving required information earlier and reducing paper-driven follow-up.
Contact-data accuracy improved from roughly 50% to 98%, giving teams a cleaner base for reminders, outreach, and follow-up.
Patients chose self-service check-in at scale, reducing dependence on staff-assisted intake while maintaining a clear path for people who still need help.
CERTIFY Health primary care patient intake software connects pre-registration, digital forms, consent, demographics, ID and insurance capture, eligibility context, reminders, check-in, communication, and payment readiness for new and returning patients.
The primary care EHR, longitudinal record, chronic care management, population health workflows, and care-plan documentation stay in the clinical system. CERTIFY Health strengthens the intake layer so updates are captured earlier and staff can see what changed before arrival.
New patients may need a full intake path while returning patients often need a focused review of what changed.
Demographics, medical history, consent, ID, and insurance information are more useful when staff can review missing or changed items early.
Mobile, web, kiosk, tablet, portal, and staff-assisted workflows should feed the same operating process.
Forms should lead into eligibility, check-in, reminders, payment readiness, and future visit workflows instead of becoming an isolated digital packet.
