What is patient intake?

Patient intake is the process practices use to collect new and returning patients’ information, including social and clinical data, demographics, insurance, consent forms, and payments. Traditionally, this process has been manual, involving clipboards full of forms for patients and lots of data entry for practice staff. This isn’t very efficient and also creates unnecessary exposure between patients and staff through close contact, an important infection control concern.

Why is patient intake important?

The patient intake process is often the first impression a new patient will get from a practice. Additionally, completing this process thoroughly and accurately is integral to a practice having the appropriate information to care for a patient, as well as bill and be reimbursed for the services it provides. Honestly, this task is far too important to remain a manual process that is hastily completed when the patient arrives for their appointment. To provide the highest level of service to your patients, each and every aspect of the patient intake process should be automated.

SolutionsHub can help.

At Henry Schein SolutionsHub, we understand how important the patient intake process is, as well as the importance of streamlining this process to make it as efficient as possible. This is why we have worked tirelessly to search out and vet the best possible solutions for your practice to partner with in order to improve your patient intake process, increase patient satisfaction, and ensure safety for both patients and staff.

Focus on your patients.
We’ll handle the rest.


More than 7,000 healthcare providers rely on Henry Schein Hub to select the clinical, financial, and operational solutions that power their practice.


Solutions are evaluated, packaged, and supported by clinical and technology experts who understand the unique demands of healthcare.


Our peer reviewed software and solutions are seamless to implement, and will help your practice run more effectively and efficiently.