Patient Intake
Send the form while the patient is still there.
gBell sends a protected link during the request. The patient verifies access, finishes on a phone, and the practice receives the completed record.
- Visit
- New patient cleaning
- Forms on file
- None
- Intake
- Requested from the call
The visit calls for intake, so the form goes out while Helen is still on the line.
Your practice sent you a secure form. Open the link to continue.
- Name
- Visit date or time
- Provider
- Visit reason
Nothing about you appears until the code matches.
- Legal nameDoneTo do
- Date of birthDoneTo do
- Phone and addressDoneTo do
- Emergency contactDoneTo do
- Consent signatureDoneTo do
- Visit
- New patient cleaning
- Intake
- Complete
- Finished
- 16 Sep, 10:31 AM, on a phone
- Attached to
- Thu 2:30 PM visit
Staff see the completed state in the practice record.
The message stays quiet.
Patient detail stays behind the protected link. The email tells Helen a form is waiting. Everything about her waits for the one-time code.
The patient shouldn't have to start over.
A request can begin on the phone and finish on a protected link. gBell carries the identity, appointment, and reason forward, then leaves the completed task in the console.
0:00Calls to move Thursday's visit
0:44Email arrives with a link
Later that morningEnters the one-time code
4 min laterFinishes the form
0:38Visit calls for intake
0:44Link sent, no detail in the body
OpenForm started, not finished
CompleteCompleted state in the record
SMS delivery, insurance-card review, payments, and clinical history workflows need their own live evidence before they appear here.