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.
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
New patient visit · Summit Health (SAMPLE) · member M-8841 · DOB 1988 (SAMPLE)
Follow-up visit · Harbor Plan (SAMPLE) · member not on file · DOB 1975 (SAMPLE)
Missing: member ID.
Procedure consult · Northwind Care (SAMPLE) · member M-2290 · DOB 1990 (SAMPLE)
Annual wellness · Summit Health (SAMPLE) · member M-7756 · DOB 1962 (SAMPLE)
Missing: consent form.
Follow-up visit · Summit Health (SAMPLE) · member M-3301 · DOB 1983 (SAMPLE)
New patient visit · Meadow HMO (SAMPLE) · member not on file · DOB 1996 (SAMPLE)
Missing: member ID, referral.
Procedure consult · Harbor Plan (SAMPLE) · member M-9987 · DOB 1971 (SAMPLE)
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.
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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