INTAKE
Full patient prep, from anywhere
Get more patients ready for care with a checklist built for each visit, completed at home or in the clinic. Luma checks off each task as it's done and writes every answer back to your EHR, so staff don’t need to track down information or retype.
Intake
“Staff workflows are 10 times more efficient. We’re not printing out forms or having to scan them back in. And patients are loving it.”
Christine Flaherty, Director of Project Management at Seaview Orthopaedics
11 minutes
saved per patient at St. Paul Eye Clinic.
3,500
tablet check-ins monthly at Wooster Community Hospital, with each check-in taking 1.12 minutes on average.
84%
of intake forms completed pre-appointment at Phelps Memorial Health Center.
Get the right information so visits and revenue stay on track
Luma collects what each visit requires and writes back into discrete fields in your EHR, avoiding delays in care or payment.
Demographics and contact information
Insurance card and documents
Medications, immunizations, and allergies
Medical, surgical, family, and social history
Your custom questions or forms

Tonic makes dynamic intake, e-consents, and patient-reported outcomes simpler for patients and staff, with deep experience serving health systems using Oracle Health EHRs.
Use cases
Make intake work for different patients, visits, and care settings.
Patient prep checklist
Instructions, forms, and tasks specific to the patient and appointment.
Multilingual forms and outreach
Intake in the patient’s preferred language to make the experience smoother.
Advanced form logic
Questions update dynamically based on patient answers. Prior no-shows can prompt pre-payment.
Patient-friendly forms
Use preferred names, mark required questions, and offer “I don’t know” when appropriate.
Staff schedule view
See the day’s patients and which intake tasks are complete or outstanding.
Intake beyond the clinic
Support intake and questionnaires for mobile clinics and telehealth visits.
See it in action
See how Luma helps more patients arrive ready for care without staff managing every intake task. We’ll tailor the walkthrough to your workflows
Intake wherever care happens
Before the visit
Patients get ready from home with a tailored checklist for instructions, forms, insurance, and payments.
Automated reminders prompt patients to complete prep.
In-clinic
Patients start or finish prep and payment by scanning a QR code or using a kiosk.
Tablets support staff-assisted check-in and in-room consents.
Mobile, walk-in, or ED settings
Patients provide consent, rate symptoms, or get support with staff-assisted check-in.
Check-in adds patients to a queue to manage patient flow.
How it works
Luma builds each patient a checklist made for their visit, with only the forms, insurance, and payment they still need to complete. Answers write back to your EHR, so staff don't have to retype or track down information.
A checklist made for each visit
Luma gives each patient only the forms, questions, and tasks their appointment calls for. Questions adapt based on the patient’s answers.
Eligibility and payment as part of intake
Insurance upload, automated eligibility checks, and payments are part of the prep checklist, helping you collect payments before the visit.
Prep finished anywhere
Patients can finish outstanding intake by scanning a QR code, using a kiosk, or working with staff on a tablet.
Answers written back to your EHR
Patient responses write back to the EHR automatically, reducing retyping and manual data entry for staff.
Financial prep before the visit
Automatically verify coverage, flag issues before the visit, and give patients a simple way to review estimates and pay copays or balances. Luma connects Eligibility and Payments to intake, reducing day-of surprises and staff follow-up.
3,000+
online payments every month at Horizon Health Services.

$1.5M
annual revenue from addressing office bottlenecks at Seaview Orthopaedics.

38%
fewer denials with automated eligibility checks and AI copay calculation at Norman Regional Health System.

Security and trust
Patients’ healthcare is personal, and we take seriously the responsibility to protect that data. We’re committed to the gold standard in healthcare information security, including the latest AI certifications, and patient information is never shared or sold.
HIPAA-compliant
Zero-retention AI
ISO 27001:2022
HITRUST CSF r2
HITRUST ai2
SOC 2 Type II
US-EU Privacy Framework
GDPR
TX-RAMP Level 2
Let's make intake easier
Tell us how you handle intake today. We’ll show you how Luma helps patients complete prep from anywhere while reducing staff follow-up.
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