Intake & Forms
Data, playbooks and scripts for running a healthcare front desk, drawn from the calls, texts and bookings that run through KloudMD.
Intake & Forms
Shared Phone Numbers and Family Bookings: Why Matching Patients by Phone Alone Fails
When a parent books for a child from a shared number, phone-based matching puts the child's visit on the parent's chart. Here is the household model…
Intake & FormsOnline Intake Forms That Sync to Your EHR: The DOB and Patient-Matching Rules
An intake form only syncs if the EHR can resolve the patient. ModMed and Athena require a real DOB to create a chart, and shared phones…