Feature · Intake

Intake automation

New-patient forms that match your specialty — filled once, e-signed, and filed on the chart before they sit down.

Mobile-first packets so patients finish on the couch, not under lobby fluorescents. Incomplete items stay visible to the floor.

Answers land as structured fields. Consents skip wet ink. Intake rides with the booking confirmation.

01 · Deep dive

What this feature actually is

Intake automation is the HeyMed surface that turns “please arrive 20 minutes early for paperwork” into a finished packet on the chart before the patient walks in.

Forms match how your specialty actually intakes — not a generic clipboard PDF. Typed e-sign covers consents without wet ink or scanner archaeology.

Answers land as structured fields on the patient record. Incomplete packets stay visible to the floor so chair time is not spent hunting for a missing allergy line.

Pairs with translation, documents, CRM, and the practice website so the same patient thread owns booking, forms, cards, and follow-ups.

02 · How it works

From ask to done — one loop

Built as a real surface in the practice OS — not a brochure paragraph.

01 · Specialty formsQuestions tailored to how your practice actually intakes.
02 · Typed e-signConsents without wet ink or scanner archaeology.
03 · Straight to the chartSubmit files and answers onto the patient record.

03 · In the clinic

A day with Intake automation

How front desk, clinicians, and agents touch the same truth.

01
Confirmation goes out
Booking sends an intake link with the appointment confirmation — phone and email.
02
Patient completes at home
Mobile-first packet; patient language available when translation is on.
03
Desk sees what’s missing
Incomplete items show before arrival; staff nudge once, not five times at the window.
04
Chair is ready
Signed consents and answers are already on the chart when the clinician walks in.

04 · Product illustrations

See the surface

UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.

Tablet intake — SAMPLE — **Tablet intake** Illustrated form UX — stepper, fields, peach continue.

Typed e-sign — SAMPLE — **Typed e-sign** Signature pad consent flow without wet ink.

Packet status — SAMPLE — **Packet status** Office board of incomplete → ready packets.

Chair-ready art — SAMPLE — **Chair-ready art** Clinician + patient + helper robot on intake.

05 · What you get

Included with this building block

Specialty-aware form packets with typed e-sign
Mobile-first patient completion flow
Chart filing — fields + attachments on the patient thread
Incomplete-packet visibility for the front desk
Hooks into translation, documents, CRM, and website booking
SAMPLE Lumen demos — no real PHI on marketing pages

06 · Why clinics care

Robust, reliable, and in the same OS

No paper retypingAnswers land as fields — not photos of clipboards.
Pairs with translationOffice language on the chart; patient language on the form.
Works with bookingIntake links ride with the appointment confirmation.

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