Digital Registration

Reduce wait times, verify insurance up front, and keep patients moving with mobile-first registration and check-in.

Mobile Registration,

Forms, and Check-In

Insurance and

ID Capture

Pre-Visit Cost Estimates

and Transparency

Demographic Collection

and Auto-Posting

Mobile Registration,

Forms, and Check-In

Insurance and

ID Capture

Pre-Visit Cost Estimates

and Transparency

Demographic Collection

and Auto-Posting

Simplify Intake with Digital Patient Registration

Dash® streamlines patient check-in with a mobile-first experience that supports digital registration, insurance verification, and pre-visit cost transparency. Patients gain a clear view of their financial responsibilities before arrival and whether completed on a phone or at a kiosk, intake is faster, more accurate, and easier for staff to manage.

Mobile Registration, Forms,
and Check-In

Empower patients to complete key intake steps independently ahead of time, reducing front-desk workload, minimizing manual paperwork, and keeping schedules on track.

  • Allow patients to complete clinical history and consent forms digitally, with electronic signatures from their phone.
  • Assign the appropriate forms based on appointment type or specialty to ensure relevant information is collected before the visit.
  • Customize intake workflows to match the needs of each care setting.
Mobile Registration, Forms, and Check-In
Insurance ID capture at patient intake

Insurance and ID Capture

As part of the intake process, ensure patient records are complete by capturing necessary insurance and identification details ahead of time or at check-in.

  • Quickly capture insurance cards and photo IDs using mobile or kiosk tools.

  • Extract popular demographic and insurance information to reduce manual entry and errors.

  • Support accurate data collection and smoother handoffs for staff, ensuring up-to-date records as part of a seamless intake experience.

Pre-Visit Cost Estimates and Transparency

Seamlessly extend the intake process by making it easy for patients to resolve balances anytime, from any device. 

  • Offer mobile-first checkout with no app downloads, logins, or passwords required.

  • Support secure payments using stored cards and digital wallets.

  • Enable card-on-file for simplified repeat payments.

  • Send automated balance notifications to keep patients informed and prompt timely payments.

Patient Pre-Visit Cost Estimates and Transparency

Demographic Collection and Auto-Posting

Collect clean, complete demographic information upfront and automatically post it to your existing systems for greater accuracy.

  • Gather essential patient details such as name, date of birth, address, and more through digital intake.

  • Configure required fields and validation rules to ensure completeness and accuracy.

  • Eliminate manual data entry by syncing demographic information directly to existing systems.

Smart Features to Streamline Patient Intake

pre-visit balance collection icon Gather clinical history and appointment-specific forms tailored to the visit type (e.g., orthopedic assessments, OBGYN questionnaires) to ensure providers have the information they need before the encounter.
pre-visit balance collection icon Present consent documents for patients to review and sign electronically, reducing paperwork and improving compliance.
ehr and pm integration Sync patient intake data to your existing systems to reduce manual entry and ensure record accuracy.
digital wallet card storage icon Provide patients with an in-office option to check in and verify insurance without tying up front-desk staff.
validations and required fields icon Improve accuracy and reduce rework by ensuring complete, validated data is submitted during intake.
dashboard monitoring and analytics icon Track registration status and access revenue cycle data and key performance indicators to streamline workflows and improve financial performance.

Smart Features to Streamline Patient Intake

See How Modern Intake Tools Can Help You Improve Registration, Transparency, and Throughput

Dash Schedule Patient scheduling software logo
Intelligent Scheduling
Boost scheduling accuracy by matching patients with the right providers through a rules-based, guided experience.
Dash Chat Patient communication software logo
Seamless Messaging
Deliver better access and support with real-time chat, allowing patients to get answers and assistance quickly.
Dash Engage Patient engagement software logo
Targeted Engagement
Personalize messaging, expedite reminders, communicate efficiently across multiple channels for a better patient experience.
Dash Intake - Patient Intake Software
Simplified Intake
Eliminate paperwork and streamline the check-in process, reducing headaches for both patients and staff.