Working demonstrationScheduling & dispatch · Medical office administration

Patient Intake & Eligibility

The administrative front desk: intake, a sample eligibility check, and holds for missing information. The front-desk work before a visit: new-patient intake, an eligibility check, and the back and forth chasing missing information, with everything held for staff and nothing submitted to an insurer.

Try it: run a sample eligibility check on a new case, request missing information (it holds, nothing is sent), mark a review case cleared, then offer an appointment (held for confirmation). This is administrative only, with no real patient data.

Administrative demonstration only, not clinical. No real patient and no PHI. Every case is invented, nothing is submitted to any insurer, and nothing here is medical advice.

The instrument. Try it.

Patient Intake & Eligibility · Cedar Park Family Practice (SAMPLE)sample admin data · no PHI · nothing submitted

Administrative demonstration only. No real patient and no PHI. Eligibility returns a sample result on this page, nothing is submitted to any insurer, and nothing here is medical advice.

Front desk & intake · as of 2026-03-19

New8
Missing info0
Needs review0
Verified / offered0
R-2140 · Jordan Ellis (SAMPLE)New

New patient visit · Summit Health (SAMPLE) · member M-8841 · DOB 1988 (SAMPLE)

R-2141 · Priya Nair (SAMPLE)New

Follow-up visit · Harbor Plan (SAMPLE) · member not on file · DOB 1975 (SAMPLE)

Missing: member ID.

R-2142 · Marcus Lee (SAMPLE)New

Procedure consult · Northwind Care (SAMPLE) · member M-2290 · DOB 1990 (SAMPLE)

R-2143 · Dana Cross (SAMPLE)New

Annual wellness · Summit Health (SAMPLE) · member M-7756 · DOB 1962 (SAMPLE)

Missing: consent form.

R-2144 · Sam Rivera (SAMPLE)New

Follow-up visit · Summit Health (SAMPLE) · member M-3301 · DOB 1983 (SAMPLE)

R-2145 · Alex Kim (SAMPLE)New

New patient visit · Meadow HMO (SAMPLE) · member not on file · DOB 1996 (SAMPLE)

Missing: member ID, referral.

R-2146 · Robin Shah (SAMPLE)New

Procedure consult · Harbor Plan (SAMPLE) · member M-9987 · DOB 1971 (SAMPLE)

R-2147 · Casey Wong (SAMPLE)New

Follow-up visit · Summit Health (SAMPLE) · member M-1120 · DOB 2001 (SAMPLE)

Nothing is submitted to any insurer, booked, or sent. Every action is held on this page.

Sample intake for Cedar Park Family Practice (SAMPLE) · as of 2026-03-19 · no real patient, no PHI · nothing submitted, booked, or sent

What this demonstration shows

  • What enters

    Sample intake cases, each with a service, insurer, member ID, and the documents on file.

  • Where a person decides

    A person runs the eligibility check, requests missing information, and offers an appointment.

  • What is held, not sent

    Requests and appointment offers are held on the page. Nothing is submitted to an insurer, booked, or sent.

  • What is logged

    Every eligibility check, request, review, and offer is recorded in an audit history.

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