Patient Intake Automation


Our Patient Intake Automation tech will automate and standardize a modern and completely hassle-free experience. Like a new-hire who suddenly makes life easier for both patients and staff, consider this your new full-time concierge. Financial clearance and collections will be truly automated, front desk activities will be simplified, mundane tasks will be eliminated, errors will be minimized.

Save time and energy. Our tech is the most productive and accurate new member of your front desk team, and it never calls out sick.

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Unlike other solutions out there, we understand that patient experience functionality is not the focus of most EMR’s. So we built our tech to completely integrate with every EMR, by using official channels such as API, HL7, and robust RPA processes, to fill the gaps left. In a matter of days, you’ll be up and running with your staff already knowledgeable with this easy-to-learn solution. The end result: your patients will be happier, which means your practice will be more successful. 

How does it work?  

Basically, like a real person – who’s really, really on top of things. From patient self-scheduling to automated intake to patient communication, liability estimation, and payment processing, consider it all done. 

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Digital Patient Experience

A sleek, digital customer experience that prevents denials and dramatically improves revenue collections.

  • Patient self-scheduling – What if patients could schedule online without your help? We deliver a productive, easy-to-use digital experience by implementing your practice’s unique decision rules into our innovative system.
  • Patient communications platform for intake, consents and more – This comprehensive tool automatically sends appointment confirmations, patient intake links, and payment reminders. It also completes medical history, demographics, insurance information, and more.

Automated Financial Clearance

We know firsthand the most effective time to collect is upfront. So, we built truly automated financial clearance technology that empowers your staff with incredibly- accurate tools for verifying, authorizing, estimating, and collecting on demand.
  • Insurance verification – Our real-time insurance verification technology makes it easy to verify your patients’ insurance accurately and early in the process.
  • Insurance authorization – Completes prior authorizations.
  • Patient liability estimation – Empower your staff to collect upfront. Our smart, AI technology will generate a highly-accurate estimate of patient responsibility based on your managed care contracts, historical data, and more.
  • Payment processing and payment plans – Always know where your payments stand. Our tech automatically processes payments to dramatically improve your revenue collections. Flexible payment options are baked right in – including Apple Pay, Google Pay, and the ability to keep a card on file for autopay.


Med-Metrix’s highly-trained team will handle your intake, insurance verification, authorization, and payments with skill. Get ready to boost your productivity, maximize performance, and mitigate risk.

Related Services + Tech


Our team and technology will optimize and modernize your pre-arrival services, instilling patient confidence, preventing denials, and improving revenue.


Our team + tech will ensure accurate payment and a more seamless experience at the time of service, all with less manpower at your front desk.

Intake Workflow

Our tech automates rote tasks and segments and prioritizes your financial clearance workflow to mitigate denials and bad debt.

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Relentlessly raising RCM netback. 

Med-Metrix delivers remarkable value for hundreds of leading healthcare systems and physician providers across the country. 

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