What intake looks like before and after OhMD

A receptionist gives a patient an intake form.
A patient fills out a virtual intake form and their doctor reviews it.

Before

Paperwork happens in the waiting room

Patients arrive early to fill out clipboards, staff chase down missing signatures or skipped pages, and clinicians walk in without having had time to review anything.

After

Forms are completed before the patient walks in

Patients receive a text link, complete the form on their own phone at their own pace, and staff receive a submission that's already validated and tied to the patient's record.

OhMD delivers forms the same way patients already communicate with your practice — by text — with no portal login required.

Standard automated workflows

Customized automated workflows

OhMD delivers forms the same way patients already communicate with your practice — by text — with no portal login required.

Standard automated workflows

Customized automated workflows

OhMD delivers forms the same way patients already communicate with your practice — by text — with no portal login required.

Standard automated workflows

Customized automated workflows

What digital intake changes for check-in time and staff workload

These figures come from OhMD's own customer case studies.

2/3

Reduction in time

Southeastern Pediatric Associates cut patient check-in time from 15 minutes to 5 minutes per patient after moving intake to OhMD's digital forms

1-2

Hours

Saved per day for front desk staff

90%

Of messages read

More than 90% of text messages are read within three minutes, making text a faster channel for refill confirmations than a callback

What digital intake changes for check-in time and staff workload

These figures come from OhMD's own customer case studies.

2/3

Reduction in time

Southeastern Pediatric Associates cut patient check-in time from 15 minutes to 5 minutes per patient after moving intake to OhMD's digital forms

1-2

Hours

Saved per day for front desk staff

90%

Of messages read

More than 90% of text messages are read within three minutes, making text a faster channel for refill confirmations than a callback

What digital intake changes for check-in time and staff workload

These figures come from OhMD's own customer case studies.

2/3

Reduction in time

Southeastern Pediatric Associates cut patient check-in time from 15 minutes to 5 minutes per patient after moving intake to OhMD's digital forms

1-2

Hours

Saved per day for front desk staff

90%

Of messages read

More than 90% of text messages are read within three minutes, making text a faster channel for refill confirmations than a callback

Discover real success stories

  • "Patients used to wait on hold just to ask a simple question. Now they text us and get an answer in seconds. It's changed the whole feel of our front office."

    Farmington Family Practice

    receptionist and patient talking in busy family practice office
  • "Our call center is finally manageable. OhMD gave us a way to serve patients faster without hiring more staff."

    Natalie Mckimmey

    Office Manager, Coastline Orthopaedic Associates

    woman sitting in a waiting room checking messages on her phone
  • "I wish that we would have known about OhMD sooner. No matter the office type, everyone could use it."

    Kristie Jabaut

    Office Manager, Champlain Spine & Pain Management

    man on train using text to talk on his cell phone
  • "Integrating OhMD's two-way texting with athenahealth not only freed up our staff's time, but it also enabled us to speed up care delivery and had a massive impact on our bottom line."

    Jenny Tuggle

    Marketing and Project Manager, Ascentist Healthcare

    mother sitting next to playing child while texting her son's doctor

Discover real success stories

  • "Patients used to wait on hold just to ask a simple question. Now they text us and get an answer in seconds. It's changed the whole feel of our front office."

    Farmington Family Practice

    receptionist and patient talking in busy family practice office
  • "Our call center is finally manageable. OhMD gave us a way to serve patients faster without hiring more staff."

    Natalie Mckimmey

    Office Manager, Coastline Orthopaedic Associates

    woman sitting in a waiting room checking messages on her phone
  • "I wish that we would have known about OhMD sooner. No matter the office type, everyone could use it."

    Kristie Jabaut

    Office Manager, Champlain Spine & Pain Management

    man on train using text to talk on his cell phone
  • "Integrating OhMD's two-way texting with athenahealth not only freed up our staff's time, but it also enabled us to speed up care delivery and had a massive impact on our bottom line."

    Jenny Tuggle

    Marketing and Project Manager, Ascentist Healthcare

    mother sitting next to playing child while texting her son's doctor

Discover real success stories

  • "Patients used to wait on hold just to ask a simple question. Now they text us and get an answer in seconds. It's changed the whole feel of our front office."

    Farmington Family Practice

    receptionist and patient talking in busy family practice office
  • "Our call center is finally manageable. OhMD gave us a way to serve patients faster without hiring more staff."

    Natalie Mckimmey

    Office Manager, Coastline Orthopaedic Associates

    woman sitting in a waiting room checking messages on her phone
  • "I wish that we would have known about OhMD sooner. No matter the office type, everyone could use it."

    Kristie Jabaut

    Office Manager, Champlain Spine & Pain Management

    man on train using text to talk on his cell phone
  • "Integrating OhMD's two-way texting with athenahealth not only freed up our staff's time, but it also enabled us to speed up care delivery and had a massive impact on our bottom line."

    Jenny Tuggle

    Marketing and Project Manager, Ascentist Healthcare

    mother sitting next to playing child while texting her son's doctor

Discover real success stories

  • "Patients used to wait on hold just to ask a simple question. Now they text us and get an answer in seconds. It's changed the whole feel of our front office."

    Farmington Family Practice

    receptionist and patient talking in busy family practice office
  • "Our call center is finally manageable. OhMD gave us a way to serve patients faster without hiring more staff."

    Natalie Mckimmey

    Office Manager, Coastline Orthopaedic Associates

    woman sitting in a waiting room checking messages on her phone
  • "I wish that we would have known about OhMD sooner. No matter the office type, everyone could use it."

    Kristie Jabaut

    Office Manager, Champlain Spine & Pain Management

    man on train using text to talk on his cell phone
  • "Integrating OhMD's two-way texting with athenahealth not only freed up our staff's time, but it also enabled us to speed up care delivery and had a massive impact on our bottom line."

    Jenny Tuggle

    Marketing and Project Manager, Ascentist Healthcare

    mother sitting next to playing child while texting her son's doctor

Moving intake online in three weeks

Week 1

Set-up

Platform setup, EHR integration, and mapping your current refill workflow (who receives requests, what information is required).

Step 2

Testing

OhMD AI is customized to your protocols and tested across overflow scenarios, including simultaneous calls and high-volume periods.

Step 3

Go-live

Full go-live, with the team monitoring how overflow calls are handled and adjusting routing rules as needed.

Healthcare grade security you can trust.

We protect patient data with industry-leading encryption and strict compliance standards, so you can focus entirely on care.

HIPAA & SOC 2 Compliant

Since 2016, OhMD has been a leader in HIPAA compliant texting and patient communication. Visit https://trust.ohmd.com/ to learn more.

Business Associate Agreement included

Standard BAA included in all agreements. Custom BAA included in our Enterprise package.

Enterprise-grade security and scalability

Cloud native infrastructure build for resilience and scale.

Healthcare grade security you can trust.

We protect patient data with industry-leading encryption and strict compliance standards, so you can focus entirely on care.

HIPAA & SOC 2 Compliant

Since 2016, OhMD has been a leader in HIPAA compliant texting and patient communication. Visit https://trust.ohmd.com/ to learn more.

Business Associate Agreement included

Standard BAA included in all agreements. Custom BAA included in our Enterprise package.

Enterprise-grade security and scalability

Cloud native infrastructure build for resilience and scale.

Healthcare grade security you can trust.

We protect patient data with industry-leading encryption and strict compliance standards, so you can focus entirely on care.

HIPAA & SOC 2 Compliant

Since 2016, OhMD has been a leader in HIPAA compliant texting and patient communication. Visit https://trust.ohmd.com/ to learn more.

Business Associate Agreement included

Standard BAA included in all agreements. Custom BAA included in our Enterprise package.

Enterprise-grade security and scalability

Cloud native infrastructure build for resilience and scale.

Common questions about patient intake on OhMD

What practices ask before switching from paper to digital intake.

Do patients need to download an app to fill out forms?

No. Forms open in the patient's phone browser from a text link.

What happens if a patient doesn't complete the form before arriving?

Staff can see the incomplete submission and follow up, or the patient can finish it in the office.

Can forms include insurance card photos?

 Yes. Patients can be asked to text a photo of their insurance card as part of the intake conversation.

Do completed forms go into our EHR automatically?

Yes, intake submissions integrate with your EHR so staff aren't re-entering information.

Can we customize which forms go to which visit types?

Yes. Forms and check-in workflows can be tailored to new patient visits, annual physicals, or specialty-specific intake needs.

Is form data secure?

Yes. All form data is encrypted and covered under OhMD's HIPAA compliance and BAA.

How long does it take to build our intake forms in OhMD?

Most practices have their forms built and tested within the first two weeks of implementation.

Common questions about patient intake on OhMD

What practices ask before switching from paper to digital intake.

Do patients need to download an app to fill out forms?

No. Forms open in the patient's phone browser from a text link.

What happens if a patient doesn't complete the form before arriving?

Staff can see the incomplete submission and follow up, or the patient can finish it in the office.

Can forms include insurance card photos?

 Yes. Patients can be asked to text a photo of their insurance card as part of the intake conversation.

Do completed forms go into our EHR automatically?

Yes, intake submissions integrate with your EHR so staff aren't re-entering information.

Can we customize which forms go to which visit types?

Yes. Forms and check-in workflows can be tailored to new patient visits, annual physicals, or specialty-specific intake needs.

Is form data secure?

Yes. All form data is encrypted and covered under OhMD's HIPAA compliance and BAA.

How long does it take to build our intake forms in OhMD?

Most practices have their forms built and tested within the first two weeks of implementation.

Hear it answer for yourself

Call our live demo line and test out AI! Schedule a fake appointment, ask it anything, hang up convinced.

Hear it answer for yourself

Call our live demo line and test out AI! Schedule a fake appointment, ask it anything, hang up convinced.

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