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- Patient intake and follow up workflow
pdfFiller’s all-in-one PDF editor allows healthcare organizations to simplify medical administration processes, reduce in-person visits, and save time deciphering illegible handwriting.
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Use case overview
A clinic administrator uploads a patient intake form to pdfFiller and turns it into a HIPAA-compliant online fillable form. An administrator then generates a QR-code to the intake form and displays it at the clinic for patients to scan with their phone or publishes it on the clinic’s website. Patients can then fill out and e-sign the form on any desktop or mobile device and send it back within minutes. Office staff then receives an accurate and legible form before the patient’s visit.
Benefits for healthcare professionals include:
Up to 40 hours saved per month
Reduced printing costs by 70%
Eliminated costs for shipping and scanning documents
Minimized form errors and lost files
Able to see more patients and provide better service
Learn how pdfFiller customers save money and time
5.0
pdfFiller saves us $100 or more every workday when you factor in employee time and supplies. The figure is probably higher than that since the waiting time for patients not yet seen is also diminished, which keeps the patient from being frustrated and just leaving before their visit.
Douglas A. Waldman
Marshall Orthopaedics
5.0
It’s so much more work without pdfFiller — probably 30-40 hours a month more work if we had to do all the scanning and printing the old way.
Dr. Meral Elgendy
Millennium Chiropractic
Learn the benefits of pdfFiller for patient intake in healthcare
Collect accurate patient data
Share neat, fillable forms with your patients and get accurate data and signatures within minutes. Reduce patient waiting times and increase team productivity.
Fill out and edit PDF forms on any device
Fill out prescription forms, tracker sheets, and medical history forms in the clinic or while on the go, on any device. Easily edit and annotate documents online, no downloads needed.
Access 35 million ready-to-use forms
Don’t have the document you need? Search pdfFiller’s library of over 25 million fillable documents and instantly open a form in the editor to edit, sign, and share it with recipients.
Maintain security and compliance
pdfFiller helps your clinic stay compliant with global industry-leading security and compliance standards such as HIPAA, GDPR, PCI DSS, SOC 2 Type II.
Improve team collaboration
Securely collaborate on documents and forms with your colleagues within your organization. Restrict access to documents to prevent unwanted changes.
Safeguard your data
Protect patient data by placing documents into encrypted folders, setting up a password, or requesting recipient authentication.
Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.
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Send PDFs for signature in a role-based order
Share documents and folders within organizations
Collect data & payments with fillable forms
Maintain enterprise-grade security and compliance
Fill out up to 1,000 forms at once
Extract data in bulk
Automate document workflows
Learn how pdfFiller stacks up against the competition
This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
PandaDoc
Adobe Acrobat
DocuSign
PDF Editor & Document Creator
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
PDF Converter
Merge PDF
Security & Compliance
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Integrations
API
Send to the IRS
Mobile
Mobile Apps
Offline mode on mobile
Notarize
Sell forms
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Step by step guide for patient intake and follow up workflow
1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload a patient intake form to your pdfFiller account, create a form from scratch, or find one in the online library.
3.
Open your patient intake form in the pdfFiller editor to click and drop fillable fields. Fillable fields allow patients to complete forms faster and add the data you need where you need it.
4.
Make the form public and fillable using the LinkToFill feature.
5.
Add an extra level of security and integrity to the form before sharing it.
Note: HIPAA compliance is available to Premium for Enterprise and airSlate Business Cloud users only.
6.
Share the form via a link, QR-code, or add a button to your clinic’s website.
7.
Once a patient completes the form, the executed copy will be saved to your account where you can manage it further.
Browse other healthcare use cases
Patient intake and follow up workflow
HIPAA authorization form workflow
Healthcare organizations claims processing workflow
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Hassle-free PDF editing
Faster approvals with eSignatures
Annotation tools
Secure cloud storage
Powerful document sharing
