How to Process Patient Intake Forms in Athenahealth

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Workflow Name:

Patient Intake Form Processing – Intake Forms to AthenaHealth
Purpose:

Automate extraction of patient demographic and insurance data from intake forms and send to AthenaHealth
Benefit:

Removes manual data entry and speeds up registration
Who Uses It:

Front Desk Teams; Registration Staff
System Type:

Document – AthenaHealth
Industry:

Healthcare
Outcome:

Automated patient registration in AthenaHealth
On-Premise Supported:

Yes
Supported Protocols:

HTTPS/FHIR/HL7
Category:

Description

Problem Before:

Manual keying of paper forms caused delays and errors
Solution Overview:

AI extracts demographics/allergies/insurance and posts to AthenaHealth via API/HL7
Key Features:

OCR extraction; patient matching; AthenaHealth API push; validation
Business Impact:

Faster check-ins and cleaner patient records
Productivity Gain:

Staff avoid manual transcription of forms
Cost Savings:

Reduces admin work by up to 60%
Security & Compliance:

HIPAA-compliant

Patient Intake Form Processing – AthenaHealth Patient Intake

AthenaHealth Patient Intake enables automated extraction of demographic and insurance information from patient intake forms and synchronization into Epic EHR. The workflow captures and processes form data in real time, sending clean and structured information to Epic to support fast and accurate registration.

Real-Time Intake Form Processing for Faster Patient Registration

The system securely extracts patient details from digital or scanned intake forms, validates the information, and transforms it before syncing to Epic. This workflow ensures front desk and registration teams receive accurate patient data with minimal manual effort, reducing entry errors, improving onboarding speed, and enhancing overall registration efficiency.

Watch Demo

Video Title:

Pharma Industry Document Automation: Use Cases & Data Flow
Duration:

13:18

Outcome & Benefits

Time Savings:

Major reduction in manual entry
Cost Reduction:

Less admin workload
Accuracy:

High with AI validation
Productivity:

Front desk faster processing

Industry & Function

Function:

Patient Intake Automation
System Type:

Document – AthenaHealth
Industry:

Healthcare

Functional Details

Use Case Type:

Patient Registration Automation
Source Object:

Intake form data
Target Object:

AthenaHealth patient record
Scheduling:

Real-time
Primary Users:

Registration Teams
KPI Improved:

Check-in time; record accuracy
AI/ML Step:

OCR and entity extraction
Scalability Tier:

Enterprise

Technical Details

Source Type:

Scanned Forms/PDF
Source Name:

Patient Intake Forms
API Endpoint URL:

AthenaHealth FHIR/Bridges endpoint
HTTP Method:

POST
Auth Type:

OAuth 2.0
Rate Limit:

Per AthenaHealth environment
Pagination:

Not applicable
Transformation Ops:

OCR – Normalize – Map to AthenaHealth Schema
Error Handling:

Retry; audit logs; validation queue
Orchestration Trigger:

Form upload event
Batch Size:

1 form
Parallelism:

High
Target Type:

EHR
Target Name:

AthenaHealth
Target Method:

AthenaHealth API/HL7
Ack Handling:

AthenaHealth response stored
Throughput:

Hundreds/day
Latency:

<10s

Connectivity & Deployment

Cloud Support:

Yes
On-Premise Supported:

Yes
Supported Protocols:

HTTPS/FHIR/HL7
Security & Compliance:

HIPAA-compliant

FAQ

1. What is the Patient Intake Form Processing workflow to AthenaHealth?

It is an automated workflow that extracts patient demographic and insurance data from intake forms and uploads it into AthenaHealth to streamline patient registration.

2. How does the workflow process intake forms?

The workflow reads intake forms, extracts relevant patient information such as demographics and insurance details, validates the data, and sends it to AthenaHealth automatically.

3. What types of patient information are extracted?

It extracts patient names, contact details, date of birth, insurance information, and other relevant registration data.

4. How frequently can the workflow run?

The workflow can run on-demand as forms are received or on a scheduled basis depending on clinic registration needs.

5. What happens if a form fails to process?

The workflow logs errors, retries automatically where possible, and alerts the registration team for manual review if necessary.

6. Who uses this workflow?

Front desk teams and registration staff use this workflow to automate patient intake and reduce manual data entry.

7. What are the benefits of automating intake form processing?

Automation removes manual data entry, speeds up patient registration, ensures accurate records, and improves operational efficiency.

8. What system type does this workflow belong to?

This is a document-to-EHR integration workflow that connects intake forms with AthenaHealth for automated processing.

Case Study

Customer Name:

Hospital Registration
Problem:

Manual form entry slowed patient intake
Solution:

Automated extraction + AthenaHealth posting
ROI:

Lower costs & faster intake
Industry:

Healthcare
Outcome:

Automated patient registration in AthenaHealth

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