Traditionally, onboarding patients involves several steps, including filling out forms, documentation and sometimes long wait times. Telehealth platforms can automate this process by allowing patients to fill out intake forms, upload documents, and verify insurance information online. This reduces the need for in-person interactions and eliminates paperwork errors and delays.

By automating patient intake, telehealth technology can save time for patients and administrative staff. Many telehealth platforms offer pre-visit assessments, which allow patients to answer screening questions or upload photos of medical records, lab results or past tests before an appointment. This pre-assessment can help healthcare providers better prepare for the patient’s virtual visit, improving clinical efficiency and ensuring visit time is spent providing care.