healthcare
Patient Intake Checklist
Front-desk through clinical — consents, history, insurance, vitals, EHR entry in order.
Verify patient identity
Two identifiers per protocol (e.g. name + DOB).
~2 min
Confirm and copy insurance
Front and back of card. Update on file.
~5 min
Capture consents
Treatment consent, HIPAA notice, financial responsibility.
~5 min
Update medical history
Allergies, meds, conditions, family history.
~10 min
Take and record vitals
BP, pulse, respiration, temp, weight, height. Log in EHR.
~10 min
Triage and route to provider
Brief chief complaint summary in EHR before provider enters.
~5 min
Frequently asked questions
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