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How Healthcare Teams Use Patient Intake Automation 👥

Four roles, one system, completely different workflows

April 16, 2025
11 min read
⚕️ Healthcare👥 4 Roles⚡ Real Workflows

Same automation. Four different workflows. Better outcomes.

Tuesday you saw the code. Today you see how real team members actually use it. Each role has different needs, different views, different wins.

Team Workflows

See how different roles use the same system to transform their daily work.Click each role below

Before Automation

Read handwritten form while deciphering unclear writing (5 min)
Call patient 2-3 times for missing info, often no answer (6 min)
Manually type into EHR, fixing typos and formatting (4 min)

With Automation

Patient completes intake on tablet in waiting room (self-service)
AI extracts and validates data automatically (5 seconds)
Review AI output for accuracy, send follow-up questions if needed (1 min)
Chart ready and complete when clinician arrives (2 min total)

Workflow Process

📱Patient InputSelf-service🤖AI Extract5 sec👀Staff Review1 minChart ReadyDone

Impact By The Numbers

Volume
60 patients/day typical volume
Saved
13 min × 60 = 13 hours saved daily
Quality
95% complete charts vs 60% before
Outcome
Handle 3x volume without overtime

"I actually get to talk to patients now instead of typing all day."

— Clinical Coordinator, 6 years primary care

How Roles Work Together Through the System

Watch how the system coordinates four roles to handle a chest pain patient safely and efficiently.

🚨

High-Risk Patient Case

✨ Scroll here to watch the workflow

🤖
AI Specialist
Instant
Detects 'chest pain' + age 62 + missing cardiac history = HIGH RISK flag
🩺
Clinical Coordinator
+30 sec
Sees urgent flag, moves patient to front of queue, sends targeted questions via SMS
📱
Patient
+2 min
Receives SMS: 'Do you have family history of heart disease?' Replies: 'Yes, father had heart attack at 58'
🤖
AI Specialist
Instant
Updates chart with critical family history, escalates urgency level to IMMEDIATE
🔬
Medical Lead
+1 min
Sees complete high-risk profile before entering room, orders EKG immediately
📊
Operations Manager
Monitoring
Dashboard shows high-risk patient seen within 8 minutes, protocol followed automatically

Practice-Wide Impact

MetricBeforeAfterImprovement
Daily Patient Volume60 patients (staff maxed out)180 patients (same staff size)
+200%
Chart Completion Rate60% complete by appointment98% complete by appointment
+63%
Staff Overtime Hours15 hours/week (chart catch-up)0 hours/week
100% reduction
Patient Wait Time45 minutes average12 minutes average
-73%

Getting Your Team On Board

⚠️
Fear

Clinical coordinators worry automation will replace them

💡
Response

Show time savings data: 'You'll spend 6 hours less typing, 6 hours more on patient care and complex cases requiring human judgment.'

Result

Frame as 'assistant' not 'replacement'. Emphasize human review is required for accuracy and safety.

⚠️
Fear

Medical leads don't trust AI extraction accuracy

💡
Response

Run parallel for 2 weeks: manual + automated side-by-side. Show 99.2% accuracy rate and that AI catches things humans miss (fatigue, handwriting).

Result

Clinicians see AI as safety net. Trust builds through data, not promises.

⚠️
Fear

Operations worried about upfront implementation cost

💡
Response

Calculate ROI: $2,210/day in staff time savings = 30-day payback period. Show monthly savings chart with break-even point clearly marked.

Result

Decision becomes obvious when you see $66K/month savings vs $5K/month cost.

⚠️
Fear

Staff concerned about learning new system during busy season

💡
Response

Implementation timeline shows 3-week rollout with training during slow periods. Week 1 setup (no staff time), Week 2 pilot (5 users), Week 3 full rollout.

Result

Minimal disruption. Most staff fully trained in 2 hours. System is intuitive.

⚠️
Fear

Worry about patient data security and HIPAA compliance

💡
Response

Show SOC 2 Type II certification, HIPAA compliance documentation, encryption standards (AES-256), and BAA (Business Associate Agreement) included.

Result

Security exceeds most EHR systems. Data never leaves secure cloud. Full audit trails.

💰

Investment & ROI

Typical payback in 30-45 days through staff time savings

Pricing

Team
Perfect for small practices (1-2 providers)
$2,000/month
Saves ~$6K/month in staff time = 10-day payback
Department
For growing practices (3-8 providers)
$5,000/month
Saves ~$18K/month = 10-day payback
Enterprise
For health systems (8+ providers)
Custom pricing
Typical 2-3x ROI within 90 days, scales with volume

ROI Calculator

Current Cost
Net Savings
Payback Period

Proven Results

Mid-size family practice6 providers, 25 staff
ROI: $156K annual savings vs $60K cost = 2.6x return
Regional urgent care network12 locations, 40 providers
Payback period: 18 days. Now processing 2,400 patients/day vs 800 before
Specialty surgical practice8 surgeons, 30 staff
Revenue impact: +$420K/year from additional surgeries, paid for system in 2 weeks
🚀

From Demo to Live in 3 Weeks

From demo to production in just 3 weeks

1
Week 1
Setup & Integration
Key Activities:
  • Connect to your EHR system (Epic, Cerner, Athena, etc)
  • Configure role-specific dashboards and views
  • Import sample data and test extraction accuracy
  • Set up patient tablet/portal integration
Owner: Our implementation team handles everything
2
Week 2
Training & Pilot
Key Activities:
  • Train each role on their specific workflow (2hr sessions)
  • Run pilot with 5 users (1-2 per role)
  • Gather feedback, adjust configurations and views
  • Measure baseline: time savings, accuracy, completion rates
Owner: Joint effort (your pilot team + our trainers)
3
Week 3
Full Deployment
Key Activities:
  • Roll out to all staff with role-specific training
  • Daily check-ins for first week (15 min standups)
  • Monitor metrics: completion rates, time savings, staff satisfaction
  • Optimize workflows based on real usage patterns
Owner: Your team leads rollout (we provide daily support)

Enterprise deployments with complex integrations may take 4-6 weeks. We'll provide detailed project plan during sales process.

Ready to Transform Your Team?

Start with a 30-day pilot or try the live demo.

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2026 Randeep Bhatia. All Rights Reserved.

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