01 / Patient and client intake
Step 1 · Where it starts
Forms a patient completes on their own phone before they arrive, saved as they go so a half-finished form is not lost when the appointment reminder interrupts it.
Step 2 · What gets automated
Insurance cards and referral letters are read and the details written into the right fields, with anything ambiguous held for a staff member rather than filed on a best guess.
Step 3 · The process it plugs into
The front desk starts the day with a list of who is coming, what is missing, and who needs a call — instead of finding out at the window.
Step 4 · SolaceSentry review
Clinical staff see and approve every record before it enters the chart. Language that suggests urgency is escalated to a person immediately and never handled by an automatic reply.
Step 5 · What leaves the system
A complete file waiting when the patient walks in, and a shorter queue at the counter for everyone behind them.
Proof metric: Minutes of check-in time per appointment, and the share of appointments that started with missing paperwork.