Let us show you everything Luma can do.
Let us show you everything Luma can do.

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

Luma helped save 11 minutes per patient.

11 minutes

saved per patient at St. Paul Eye Clinic.

Luma helped facilitate 3,500 tablet check-ins monthly.

3,500

tablet check-ins monthly at Wooster Community Hospital, with each check-in taking 1.12 minutes on average.

Luma helped complete 84% of intake forms.

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

logo-tonic-by-luma_full color-transparent

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.

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.

Luma gives each patient only the forms, questions, and tasks their appointment calls for.

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.

Insurance upload, automated eligibility checks, and payments are part of the prep checklist Luma provides, 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.

Luma allows patients to 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.

With Luma, 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.

 

Horizon Health Services 2026

$1.5M

annual revenue from addressing office bottlenecks at Seaview Orthopaedics.

 

Seaview Ortho

38%

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

 

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.