Transform your patient registration process.

It's time to eliminate paper from patient onboarding. Enhance care, improve patient satisfaction, and boost productivity with this paperless registration process.

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The power of an efficient patient onboarding process

The onboarding process is the series of steps involved in moving a patient from registration to billing. Usually, this process is managed with inefficient paper forms that need to be completed by hand, then scanned, filed, and shredded. Using this outdated, inefficient, and labor-intensive process to collect, store, and transfer patient data threatens patient safety and satisfaction as well as the productivity and profitability of your organization.

Staff want to focus on the patient, not piles of paperwork. Patients are using mobile devices and other technology to safely and effectively manage every other area of their lives. Don't disappoint another patient by handing them a paper form or expecting them to fill out a complicated PDF. It's time to modernize healthcare data collection.

Paperwork errors hurt your bottom line.


Administrative errors cost the healthcare industry over $19.5 billion per year.


Physicians are spending 49% of their time doing paperwork, even with an EHR system in place.


Medical errors (including paperwork mistakes) are the third-leading cause of death in the U.S.

Paper vs. electronic patient registration

Shifting to electronic patient onboarding can erase the headaches experienced with a paper-based system. Below, we’ve analyzed the common issues that stem from paperwork and how a digital onboarding process flow can help.

Paper Patient Registration

  • Patients must fill out a stack of forms, increasing wait times.
  • Patients usually complete forms in the waiting room or print them from home.
  • Data entry errors from poor handwriting and busy office hours cause issues across multiple departments, including billing.
  • Insurance issues must be handled in the waiting room, possibly holding up other appointments.
  • Patient records are not connected doctor to doctor.
  • Patients stress about completing paperwork and the time it takes to do so.

Electronic Patient Registration

  • Information is collected before patient arrives.
  • Mobile-friendly medical forms let patients submit information from anywhere.
  • Collecting data online eliminates legibility issues, speeds up registration, and puts less stress on all departments.
  • Insurance can be validated by the office before the patient arrives at their appointment.
  • Patient data can be quickly routed to multiple departments and care providers.
  • Patient satisfaction improves due to a smoother, faster onboarding process.

Improve your patient onboarding process with powerful automation tools.

The patient registration process doesn't have to be complicated and time-consuming. With the right tools, you can provide patients with a quick and simple onboarding process that doesn't include any paperwork or frustrating fillable PDFs. Here's how you can transform your patient onboarding process flow to provide an excellent patient experience.

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Gather critical patient information before the first appointment.

Embed mobile-friendly medical forms on your website that patients can fill out from the comfort of home before their first appointment. Gather data such as demographics, medical history, and insurance details to save time for your busy front office staff and provide patients a quick check-in process.

Did You Know?

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The largest fine ever paid in a HIPAA settlement was $16 million. Don’t neglect HIPAA! Use an online form solution that is fully HIPAA compliant.

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Auto-route submitted patient information to different departments.

Automatically send a patient's information to front office staff, the billing department, doctors, intake specialists, and other care providers via email to help your staff prepare for the patient's first visit. Use an insurance verification form to create a workflow that lets you easily add insurance details once the patient's data has been processed.

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Quickly confirm patient details at check-in and accept co-pays.

Let patients use an iPad at the front desk to check in for their first appointment. Ask them to verify their information on file and electronically sign once their information is confirmed. If they have a co-pay, collect their details on another form that includes a HIPAA compliant integration.

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Easily provide treatment information and book follow-up appointments.

At the end of appointments, care providers can submit required forms on a tablet or mobile device that automatically generates and sends patients their care plan documents. Patients can quickly book their next appointment at check-out and automatically receive a calendar reminder. Easily refer your patients to specialists with a streamlined patient referral process.

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Follow up with a patient satisfaction survey to gather feedback.

Starting your patient engagement early is key. The first appointment is the point a new patient considers whether or not they want to stay with you. Send out a survey to collect valuable feedback that will help you and your staff improve future care.

Did You Know?

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Low scores on Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHP) surveys can lead to revenue drops up to 1.5%. Patient satisfaction is key!

Improve patient care and your bottom line.

Formstack provides a fully HIPAA compliant data collection solution that can help your organization go paperless, streamline your patient onboarding process, and meet MACRA guidelines. Formstack’s HIPAA compliant solution includes:

Signed Business Associate Agreement

Signed Business Associate Agreement

Secure email and data routing

Secure email and data routing

File uploads and electronic signature fields

File uploads and eSignature fields

Optimization tools for patient acquisition

Optimization tools for patient acquisition

Advanced HIPAA compliant security

Advanced HIPAA compliant security

Dedicated support and onboarding

Dedicated support and onboarding

Trusted by top healthcare providers across the country

Ascension Health
Trinity Health
Kaiser Permanente
Dignity Health
Adventist Health System
Sutter Health
Northwell Health
Banner Health
What Are You Waiting For?

Connect with us to learn how Formstack can help you create an efficient, HIPAA compliant patient onboarding process.