Multi-step patient intake

Healthcare
IT/Ops

A behavioral health network accelerates multi-step patient intake by automating data collection, validation, and secure syncing with EHR systems through Intellistack Streamline. The platform reduces manual handoffs, improves data accuracy, and connects intake workflows directly to clinical systems.

Problem

Intake workflows rely on manual steps, fragmented tools, and slow data handoffs between systems. These delays reduce throughput, create inconsistent onboarding experiences, and increase IT overhead for behavioral health teams.

Solution

Intellistack Streamline automates multi-step intake sequencing, collects and validates patient data through dynamic forms, applies conditional logic to tailor questions based on responses, and securely syncs completed intake data with EHR systems. The platform connects to EHR systems to sync patient, clinical, and operational data in real time, enabling faster processing, fewer errors, and more resilient operations.

Benefits

  • Shorter processing times
  • Lower manual review burden
  • More dependable intake data
  • Higher operational efficiency
  • Improved patient experience
  • Faster EHR data transfer
USE CASES

Process transformation for
any workflow

Eliminate broken, outdated, lengthy, and manual processes by streamlining your workflows. Reclaim valuable time, improve efficiency, strengthen security, and reduce costs.

For all industries, departments, and use cases

Intellistack Streamline is easy to use and adaptable, so anyone can build workflows and custom solutions–without waiting on developers or relying on IT. Explore just a few examples of how Streamline can transform your processes, whether they involve forms, documents, contracts, or eSignatures.