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.

Read the patient notice
Practice record
Helen Chen
Thu 17 Sep, 2:30 PM with Dr. Patel
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.

FromYour practiceSubjectA form is ready for you

Your practice sent you a secure form. Open the link to continue.

Not in this email
  • Name
  • Visit date or time
  • Provider
  • Visit reason
Enter your one-time code

Nothing about you appears until the code matches.

481902
Code matched. Opening the form.
Helen Chen
Forms for Thu 17 Sep, 2:30 PM
  • Legal nameDoneTo do
  • Date of birthDoneTo do
  • Phone and addressDoneTo do
  • Emergency contactDoneTo do
  • Consent signatureDoneTo do
Helen Chen
Thu 17 Sep, 2:30 PM with Dr. Patel
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.

Where the detail lives
5 steps
Choose any step to see that screen.

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.

DetailIn the emailBehind the code
A protected linkYesOpens the code screen
Patient nameNoYes
Visit date and timeNoYes
Provider and visit reasonNoYes
Form answersNoYes

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.

SMS delivery, insurance-card review, payments, and clinical history workflows need their own live evidence before they appear here.

AvailableEmail with a link
AvailableOne-time code
AvailableProtected form
AvailableCompleted record

Intake starts inside gBell Patient Access