Patient Intake Flows

Patient Intake Forms on WhatsApp Completed Before Every Visit

Digitize patient intake with guided chat flows that collect personal details, visit reasons, medical forms and documents before the appointment.

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Nova Clinic Business account

Hi Sara, your visit is on Monday at 10:00. Can we complete your intake form now? It takes two minutes.

09:14

Start intake

Sure, let's do it.

09:15

Thanks! What is the main reason for your visit?

09:15

Knee pain for the last two weeks.

09:16

Intake form received

Orthopedics · Monday 10:00

Shared with the reception team

All set. Please bring your ID and insurance card.

09:17

Patient Intake Features

Collect patient forms, documents and visit context before the appointment

  • Guided Patient Intake

    Collect patient details before appointments through structured chat flows.

    • Personal information
    • Contact details
    • Visit reason
    • Department selection

  • Medical Form Collection

    Digitize common intake forms and reduce manual reception work.

    • Medical history
    • Consent forms
    • Insurance details
    • Uploaded documents

  • Secure Data Handling

    Route sensitive patient information through controlled workflows.

    • Permission-based access
    • Structured records
    • Team routing
    • Audit-friendly history

  • Clinic Team Handover

    Send complete intake context to reception, nurses or doctors when needed.

    • Reception routing
    • Nurse review
    • Doctor context
    • Unified history

How It Works

Turn patient intake into a structured pre-visit workflow

  1. Patient Starts Intake

    A patient begins the intake process from chat, appointment flow or clinic follow-up.

  2. Collect Details & Forms

    MonoChat gathers patient information, visit reason, medical history and required documents.

  3. Route to Clinic Team

    Completed intake data is organized and handed over to the right healthcare team.

Example conversations

WhatsApp patient intake form examples

Forms, documents and consent collected before the visit, so the front desk starts with a complete file.

  • Sending ID and insurance documents before a hospital admission

    The patient uploads ID and insurance card photos in chat; admissions sees a checklist ticking off instead of a queue at the desk.

    Lumen Hospital Business account

    Admission documents

    Photo ID · insurance card (both sides)

    0 of 2 received

    Hi Andrew, your admission is on Tuesday 4 November at 07:00. To speed up check-in, please send these documents here.

    15:00

    [Photo: driving licence]

    15:22

    [2 photos: insurance card]

    15:23

    Documents received

    Photo ID · insurance card

    2 of 2 · checked by admissions

    Thank you. Everything is in. On Tuesday, go straight to the admissions desk on the ground floor.

    15:23

    Get directionsWhat should I bring?

  • Signing a consent form before a procedure

    The clinic sends the consent form as a secure link the day before; the signed copy is attached to the patient record and the doctor sees it.

    Vita Aesthetics Business account

    Hi Chloe, before tomorrow's procedure with Dr. Morgan, please read and sign your consent form. It takes about 3 minutes.

    12:00

    Open consent form

    Done, I've signed it. There was one point I didn't fully understand though.

    12:31

    Consent form signed

    Procedure · Friday 10:00

    Copy saved to your patient record

    Thank you. I have flagged your question for Dr. Morgan, who will go through it with you before the procedure starts.

    12:31

    Great, thanks.

    12:32

  • Medical history form for a new dental patient

    A new patient fills in the medical history form in a WhatsApp form before the first visit, and the dentist reads it before they arrive.

    Atlas Dental Business account

    Welcome to Atlas Dental, Oliver! Your first check-up is on Monday at 16:00. Could you fill in your medical history form before then?

    10:30

    Fill in form

    Medical history

    Allergies · current medication · past treatment

    Step 2 of 4

    Your answers go securely to your patient file and are only visible to the dental team.

    10:34

    Finished. Should I bring my old X-rays?

    10:39

    Yes please, if they are from the last two years. You can also upload them here now.

    10:39

    Upload X-raysBring them on Monday

Keep exploring

First month of Growth on us

Automate Patient Intake Before Every Visit

Collect patient details, medical forms and visit context securely through MonoChat’s guided intake flows.

Start with $150 credit Chat on WhatsApp

One code per business • 30 days to redeem • No card needed

$150 to get started.

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