Beal Wellness needed patients ready for behavioral health visits before they arrived. But the free intake platform it relied on was frustrating patients and creating extra work for staff. Different visit types required different intake workflows, but even minor changes required Beal to go back to the vendor. Patients received the wrong forms, completed duplicate paperwork, struggled to find payment information, and sometimes never received the Zoom link for a virtual visit. Staff had to troubleshoot unfinished intake at check-in, and some patients became frustrated enough to leave the practice.
“Intake is the first way most patients experience our practice. We want that experience to be easy, not frustrating,” said Casey Martin, Administrator at Beal Wellness.
Beal now gives patients one pre-visit checklist tailored to their visit type, with the forms, estimates, payments, and other tasks they need. Patients complete everything before they arrive, while staff spend less time answering questions, resending forms, and troubleshooting intake.
Luma can help you simplify patient intake, collect payments before visits, and reduce manual work for staff.
Learn more about Luma’s Operational AI platform and book a call with Luma’s AI experts.