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.
Anesthesia · procedure
Submitted 3 days early
Coverage active
Paperwork lands too close to procedure day or half-finished leaving no time for staff review.
Whether anesthesia and procedure consents are signed only becomes visible once the patient is on site..
Cards on file quietly go stale between visits, and no one finds out until check-in.
Paperwork lands too close to procedure day or half-finished leaving no time for staff review.
Phone, email, paper, and disconnected portals turn follow-up into a full-time recovery effort.
Instead of a quick readiness check, arrival means rebuilding the record while the schedule slips.
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.
Send pre-visit intake workflows after scheduling or when staff trigger them.
OR triggered by staff, any time
Collect demographics, forms, eConsent, ID images, and insurance card images digitally.
Review submitted information and intake progress from the Care dashboard.
Maria P.Cataract · 7:00 AM
100%
ready
James T.Knee arthroscopy · 7:40 AM
66%
consent pending
Anita K.Colonoscopy · 8:15 AM
83%
insurance updated
Connect insurance capture and eligibility workflows so coverage questions can surface earlier.
Use reminders and two-way communication to close incomplete steps before staff have to chase them.
Route unresolved work through mobile, web, kiosk, tablet, QR/contactless, or staff-assisted check-in.
Intake flows tuned for new and returning patients, triggered by scheduling or by staff.
Information updates handled before arrival, not at the front desk.
Self-service and contactless options, with staff-assisted intake where patients need help.
Required acknowledgments and signatures captured digitally, with status staff can see.
Current images captured where configured, so stale records surface before procedure day.
Workflows connected to payer services where configured, so coverage questions surface earlier.
Appointment reminders, intake nudges, and follow-up that close steps before staff have to chase.
Payment links, Text-to-Pay, card-on-file, payment plans, autopay, statements, and in-office options where enabled.
EHR, EMR, PM, PMS, billing, identity, communication, and payment systems connected through supported connectivity.
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.
Form completion rose from below 25% to nearly 90%, reducing missing documentation and the amount of follow-up staff had to recover later.
Contact data accuracy improved from roughly 50% to 98%, giving teams cleaner information for reminders, follow-up, and patient communication.
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.
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.
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.
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.