Work/Intake

Intake

Patient intake and reminders for a multi-location clinic group, with OHIP card capture, bilingual forms and a staff console that replaces the fax queue.

HealthSector
14 weeks, staged rollout by clinicScope
mobile · webPlatform
Intake

The problem

Patients filled in paper forms at reception, staff re-typed them, and referrals arrived by fax. No-shows ran high because reminders went out by phone call during working hours.

The approach

  1. Intake moved to the patient's own phone before the visit, in English or French, with the health card captured by camera.
  2. A staff console shows arrivals, missing fields and referrals in one list, replacing three paper trays.
  3. Reminders go by SMS with a one-tap confirm, and the schedule reflects confirmations in real time.
  4. Accessibility was tested with older patients and screen-reader users, meeting WCAG 2.2 AA and AODA.

What ships

Reception time per patient cut to a check of the screen, bilingual forms completed before arrival, and reminders that patients actually answer.

Phases

PhaseWeeksFocus
Discover2Clinic observation, privacy impact assessment
Design3Patient and staff flows, bilingual copy
Build8Patient app, console, reminders, integrations
Launch1One clinic, then the group

Services involved

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