What is a new patient intake?

A New Patient Intake is the process of collecting important information from patients who are visiting a healthcare provider for the first time. This typically involves gathering personal details, medical history, insurance information, and any current health concerns. The intake process helps ensure that healthcare providers have all the necessary background to offer safe and effective care. It may be done in-person, over the phone, or through online forms before the first appointment. Efficient new patient intake improves the patient experience and streamlines clinic operations.