Patient intake

Prepare patient intake around your visit workflow.

Use reusable questionnaires to organize the information your team needs for a visit. Review the form, appointment workflow and staff responsibilities together before using it with patients.

Request an intake demonstration

Build and select a questionnaire

TeyaHealth's front-desk questionnaire workspace provides a form template builder and a read-only view. The appointment editor includes a selector for an existing questionnaire. Available forms depend on your organization's configuration.

Reusable form structure

Organize a template with headings, section headings and instructions. Choose clear question labels and the order in which staff should review responses.

Question types

The builder includes standard questions, multiple-choice options, checkboxes and rating scales. Required-field settings help distinguish essential questions from optional information.

Appointment selection

Search and select an existing questionnaire in the appointment editor. Check that the selected form matches the visit type and intended patient before proceeding.

Walk through intake from preparation to review

Prepare: choose a form and check its questions, required fields and instructions using sample data.
Associate: select the questionnaire for the appointment and verify patient and visit details.
Confirm delivery: demonstrate how the patient accesses and submits the form in your configuration. Confirm any portal, message or assisted completion requirements.
Review: identify the staff member responsible for checking responses, resolving missing information and handing relevant information to the clinical team.

Questionnaire responses require appropriate clinical review. A completed form does not establish a diagnosis, replace a clinician's assessment or provide emergency triage.

A practical demonstration checklist

Bring a sample appointment and a form without real patient information. Ask the team to show each step rather than assume that form selection alone completes intake.

How are duplicate appointments, incorrect patient selections and incomplete answers handled?
Which staff roles can create forms, select questionnaires and review responses?
How does the patient receive the form, and what happens when they cannot complete it?
Where are responses stored, and how are changes, access, export and retention handled?
Are consent, identity verification, insurance collection and payments separate steps?
Which modules, implementation services and message charges apply to your configuration?

Confirm these details in the demonstration and agreement. This page does not promise a universal delivery channel, automatic clinical decisions, compatibility with every EHR or a measured reduction in waiting time.

Review appointment and practice workflows · Review the clinical record workflow · Review patient communication

Plan the rollout

Start with a small set of approved questions and a defined review owner. Confirm access permissions, patient instructions, support responsibilities and exception handling before expanding to more visit types.

Review plan pricing and plan any required data connections. Demonstration and onboarding should confirm which steps are available for your practice.

Discuss your intake workflow