Workflow · Intake Automation
Patient intake without double entry.
Whatever channel the form comes from, CliniLoom extracts the fields, flags missing details, and proposes routing. Front desk approves the packet — they don't author it.
INWhat CliniLoom reads
- Web form submissions
- Kiosk and tablet intake
- Inbound fax (PDF + image)
- Uploaded insurance cards and IDs
- Past intake on file
OUTWhat CliniLoom prepares
- Structured patient packet (demographics, insurance, history)
- Missing-info checklist with what's blocking
- Routing suggestion (provider, intake type, scheduling)
- Eligibility and benefit flags
FLOWStep by step
01 · SYSTEM
Form submitted
Any channel
02 · AI
OCR + extraction
Structured fields
03 · AI
Missing-info detection
What's blocking
04 · AI
Routing suggestion
Who, when, where
05 · STAFF
Front desk approves
1-click
06 · SYSTEM
Packet pushed to chart
Audited
EXReviewable example
AI · drafted · high confidenceSource: Web intake submitted 9:14am
New-patient intake · Daniel Brooks
All required fields parsed. Insurance: BCBS PPO, eligibility verified. Missing: signed HIPAA acknowledgement. Suggested routing: Dr. Patel, AWV slot Thu 2pm.
ApproveEditEscalate
SAFEGuardrails
- Nothing pushed to the chart without front desk approval.
- Eligibility flags are advisory — staff confirms before scheduling.
- Every parsed field is traceable to the source document.
In CliniLoom
Intake Desk
The module where this workflow lives in your CliniLoom workspace.