How to Process Patient Intake Forms in PointClickCare

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Workflow Name:

Patient Intake Form Processing – Intake Forms to PCC
Purpose:

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

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

Front Desk Teams; Registration Staff
System Type:

Document – PCC
Industry:

Healthcare
Outcome:

Automated patient registration in PCC
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 PCC via API/HL7
Key Features:

OCR extraction; patient matching; PCC 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 – Patient Intake PCC

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

Healthcare

Functional Details

Use Case Type:

Patient Registration Automation
Source Object:

Intake form data
Target Object:

PCC 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:

PCC FHIR/Bridges endpoint
HTTP Method:

POST
Auth Type:

OAuth 2.0
Rate Limit:

Per PCC environment
Pagination:

Not applicable
Transformation Ops:

OCR – normalize – map to PCC schema
Error Handling:

Retry; audit logs; validation queue
Orchestration Trigger:

Form upload event
Batch Size:

1 form
Parallelism:

High
Target Type:

EHR
Target Name:

PCC
Target Method:

PCC API/HL7
Ack Handling:

PCC 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 for PCC?

It is an automated workflow that extracts patient demographic and insurance data from intake forms and sends it to the PCC system, reducing manual data entry and streamlining patient registration.

2. How does the workflow extract and process intake forms?

The workflow reads intake forms, validates and structures the extracted patient and insurance information, and automatically updates PCC with accurate registration data.

3. What types of patient information are captured?

It captures patient demographics, insurance details, contact information, and other registration-related data required for accurate patient records in PCC.

4. How frequently does the workflow run?

The workflow can run in real-time as forms are submitted or on a scheduled basis to process batches of intake forms.

5. What happens if a form cannot be processed?

If a form is incomplete or unreadable, the workflow logs the issue, alerts relevant staff, and continues processing other forms without interruption.

6. Who uses this workflow?

Front Desk Teams and Registration Staff use this workflow to maintain accurate and timely patient registration in PCC.

7. What are the benefits of the Patient Intake Form Processing workflow?

It removes manual data entry, speeds up patient registration, ensures accurate demographic and insurance data, and improves operational efficiency.

Case Study

Customer Name:

Hospital Registration
Problem:

Manual form entry slowed patient intake
Solution:

Automated extraction + PCC posting
ROI:

Lower costs & faster intake
Industry:

Healthcare
Outcome:

Automated patient registration in PCC

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