Pre-Visit Intake Automation
Digitize check-in, consents, and collect payments before the visit.
Collectly automates patient intake before the visit — capturing insurance, verifying patient data, enabling eligibility and cost estimation, and preparing balances for collection. This ensures accurate financial workflows and faster revenue capture before the patient arrives.
Digital Adoption
Faster Check-In
More Pre-Service Payments
Data Accuracy
Sound familiar? These are the challenges our customers faced before Collectly
See How Collectly Transforms Your Workflow
Before
After
Automate Pre-Service Workflows
Digital Intake & Automated Check-In
Patients complete intake securely on their phone before arrival, eliminating paper forms and reducing front desk workload.
Insurance Capture & Verification Readiness
Patients capture and submit insurance during intake — enabling automated eligibility verification and accurate financial workflows.
Demographics & Patient Record Validation
Ensure accurate patient data with structured validation — reducing claim errors, eligibility mismatches, and downstream billing issues.
Medical Forms Automation
Digitize clinical intake forms, questionnaires, and required documentation — automatically routed and stored in the EHR.
Digital Consents & Compliance
Capture legally compliant digital consents with secure storage, audit trails, and automated EHR synchronization.
Pre-Service Payment Collection Enablement
Collect copays and estimated balances during intake — increasing upfront collections and reducing post-visit billing.
Automated Patient Intake Reminders
Automatically prompt patients to complete intake before their visit — increasing completion rates and reducing staff follow-up.
Related Products
These products work great together with Pre-Visit Intake Automation
See Pre-Visit Intake Automation in Action
Learn how Collectly can transform your pre-visit operations.