Healthcare & Medical Practices
Eliminate paper-heavy patient intake. Collect patient information, insurance documents, and consent forms digitally before appointments.
Dr. Daniel Rivera
Clinic Operations Director
Healthcare | 20-100 employees
Daniel oversees patient intake, records management, and compliance at a multi-provider clinic. Administrative burden on clinical staff reduces time with patients. Paper-heavy processes create bottlenecks and compliance risks.
Challenges
Paper-Heavy Intake
Patients complete paper forms in waiting rooms, creating backlogs and delays.
Manual Data Entry
Staff manually enter patient information into systems. Error-prone and time-consuming.
Incomplete Paperwork
Patients arrive without completed forms. Appointments start late.
Insurance Verification Delays
Verifying insurance information manually delays appointment starts.
Compliance Risks
Paper document handling creates potential compliance issues.
How Dropie Solves These Problems
Send intake forms before appointments. Patients complete all paperwork online. AI extracts insurance information. Documents signed digitally before arrival.
Typical Patient Intake Workflow
Appointment Scheduled
When appointment is booked, patient receives link to intake forms.
Patient Information
Patient fills out medical history, contact info, and emergency contacts.
Insurance Upload
Patient uploads photos of insurance cards. AI extracts policy information.
Consent Forms Generated
System generates required consent forms with patient information filled in.
Digital Signatures
Patient signs consent forms, privacy acknowledgments digitally.
Ready for Appointment
Patient arrives with all paperwork complete. No waiting room forms.
Features Used
Secure Forms
HIPAA-aware patient intake forms with medical history fields
AI Document Processing
Extract information from insurance cards and identification
Document Generation
Auto-generate consent forms with patient information
E-Signatures
Collect legally binding consent signatures
Client Portals
Patient portal for accessing medical documents
Audit Trails
Complete access logging for compliance
Encryption
AES-256 encryption for all patient data
Benefits
Eliminate Waiting Room Forms
Patients complete all paperwork before arriving
Faster Check-In
Reduce check-in time from 15+ minutes to under 2 minutes
Reduced Errors
AI extraction and validation prevent data entry errors
Insurance Pre-Verification
Verify insurance details before appointment day
Staff Efficiency
Clinical staff focus on patient care instead of paperwork
Multi-Language Support
Forms available in multiple languages for diverse populations
Implementation Steps
Create Intake Forms
Build patient intake forms with medical history, insurance, and demographics fields.
Set Up AI Extraction
Configure AI to extract data from insurance card uploads.
Create Consent Templates
Upload consent form templates with placeholders for patient data.
Build Intake Workflow
Create workflow from form submission to signed consent forms.
Configure Patient Portals
Set up portals for patients to access their documents.
Apply Practice Branding
Customize with practice logo and colors.