Patient Intake Software that Optimizes Care

Streamline your digital front and back-office workflows with intuitive patient intake, billing, and reporting tools including integrated Appointment Reminders, Scheduling, Intake Forms, and more. These tools, known as our Intelligent Intake software, reduces the administrative burden of patient intake workflows and optimizes your revenue cycle to accelerate your claims process.

Want to learn more about Intelligent Intake and how to activate these tools within your account?

Read our step-by-step How-To Article. Learn More about Self-Activation >>

Practice Management & Medical Billing Features

Appointment Scheduler- Save staff and physician's time with our patient appointment scheduler. Easily create, edit, and find patient appointments.

Real-Time Patient Eligibility- Eliminate the time your staff spends on verifying insurance and benefit information. Find out within seconds if a patient is eligible.

Advanced Reporting- Quickly understand your financial performance with 125+ reporting options included in your patient management software.

Forms- Cut out the paper processes and go digital with our new Forms software. Streamline your patient intake with our online medical forms for efficient, secure, and compliant patient healthcare documentation.

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What is the Intelligent Intake Process?

The intelligent intake process uses digital tools that work together to streamline patient information collection, storage, and use. For instance, patients complete forms online before their visit. This allows data to be directly integrated into the practice’s management system.

This table shows how switching from a traditional to an intelligent patient intake system can transform various aspects of healthcare management.

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I love CollaborateMD. I can't think of one thing that I don't like about it. If I ever need help, I can call or chat with support and they are able to help. CollaborateMD is so streamlined and easy to use. It is just fabulous; and for the price, it is ridiculous what you get!

Melissa Melonas - Practice Manager

CollaborateMD is fantastic. Even I was able to understand and use it quickly with the help of my great trainer. I have used other systems including Kareo an CollaborateMD is so much easier to use and has more features.

Nelson Fazio - Medical Doctor

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Optimize your patient intake, decrease no-shows, and speed up the payment cycle with CollaborateMD's intelligent intake.