Digital patient intake: 5 reasons to replace clipboards with clicks

by Experian Health 5 min read August 6, 2024

While the healthcare industry remains hesitant about automation, there’s one area where digital tools have already proven their worth: patient intake. According to Experian Health’s State of Patient Access survey, almost 90% of patients say they welcome digital patient registration, reflecting the growing demand for efficiency and convenience. Staff frustration with mounting paperwork and poorly coordinated manual systems also points to an urgent need for a better way of working. The case for switching from traditional to digital patient intake systems is pretty compelling, even before factoring in potential cost savings.

For providers still taking a “wait-and-see” approach, it may be worth considering how digital patient intake could address some of the most common challenges associated with traditional registration methods, such as the following:

1. Online registration can prevent missed opportunities for patient bookings

Patients’ number one patient access challenge is seeing their doctor quickly. Too many are stopped in their tracks by slow and inflexible intake processes. Inconvenient booking protocols – often requiring phone calls during limited office hours – deter patents, resulting in sluggish scheduling rates and avoidable gaps in physician calendars. Moreover, traditional systems that treat scheduling and registration as two distinct activities miss the chance to accelerate intake because patients have to fill out the same information multiple times.

Digital patient intake streamlines scheduling and registration so patients can book and manage appointments anytime, anywhere. With a mobile-first automated platform, patients can provide essential demographic and insurance information at the point of booking, and fill out remaining registration forms whenever it suits with a single click. When intake is easy, bookings increase.

2. Digital patient access can reduce high no-show rates

Quick and convenient intake addresses the related challenge of no-shows, which lead to underutilization of services and delayed patient care. If canceling or rescheduling an appointment is easy, patients are more likely to make that little bit of effort to click the link instead of simply not turning up.

With accurate patient data coming in at the start, providers can send automated appointment reminders and tailored messages to coordinate follow-ups, so patients are less likely to forget appointments or misremember referral instructions.

3. Digital patient intake can prevent payment delays and claim denials

Inefficient registration means patient information passes through multiple hands, resulting in data entry errors that trickle through the revenue cycle. In a recent Q&A, Barb Terry, Product Manager for Registration Accelerator at Experian Health, talked about the importance of ensuring accurate data from the start:

“Waiting until the patient’s appointment to collect insurance information doesn’t give providers much time to verify insurance, or to determine the patient’s financial responsibility for copays, deductibles, and out-of-pocket expenses… In previous surveys, 40% of providers have said registration errors are a primary cause of denied claims. Obtaining patient registration data before the appointment helps to ensure revenue cycle processes flow efficiently to reduce denials and financial risks.”

With Registration Accelerator, patients receive a text to scan their identity and insurance cards,validating the data in real-time and automatically uploading it into eCare NEXT®. Experian Health’sEligibility VerificationandRegistration QA tools can then use the same verified data, reducing the risk of manual errors that lead to claim denials.

4. Reduce patient stress caused by unclear costs

One of the clearest messages from patients in this year’s State of Patient Access survey is the need for upfront, transparent information about costs. A disappointing 64% of patients did not get price estimates before care, and of those that did 14% said their estimates were inaccurate.

It’s extremely challenging for staff to compile all the data points necessary to calculate patient responsibility using traditional systems. Digital tools that automate patient data capture, insurance eligibility verification, coverage discovery and prior authorizations provide financial clarity quickly and accurately, giving patients peace of mind and reducing the burden on staff. By improving the patient billing and payment experience, providers can reduce financial stress for patients and get paid more promptly.

5. Digital patient intake reduces high operational costs and poor use of staff time

Traditional registration systems are full of hidden costs, from the hefty price tags associated with paper forms, storage and printing to the time required of admin staff. These expenses are compounded over time by revenue leakage caused by errors in claim submissions and scheduling delays. Staffing shortages mean many providers simply don’t have the human power to handle these challenges using manual systems alone.

Again, automation comes out on top. Registration Accelerator eliminates the need to scan, fax and file forms and automatically handles patient check-ins, form returns and demographic updates. It is one of a suite of tools that feed into eCare NEXT®, automating up to 80% of the pre-registration process.

Anthony Meyers, Director of Patient Access at West Tennessee Healthcare, explains how his team used Registration Accelerator to manage staffing shortages without compromising the patient experience:

“We can’t train somebody just for them to leave in three months […] so we looked for digital solutions to help. It’s frustrating for patients not to be able to talk to a real person, so I don’t ever want to take the personal touch out of healthcare […] But if we can use technology to make us work faster, harder, smarter and not do things manually, then we’ve got to do it. And it doesn’t mean staff will lose their jobs: we reposition them to do other things to enhance the patient experience.”

A digital helping hand for faster, smarter, more accurate patient intake

As patient intake challenges continue to grow, digital patient intake stands out as a practical and proven solution to streamline access to care and stabilize cash flow. With Registration Accelerator, staff can focus on critical tasks that drive revenue and make a positive first impression on patients who are looking for a convenient and compassionate healthcare experience.

Find out more about how Registration Accelerator expedites patient intake and solves the operational and financial challenges that come with traditional systems.

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Key takeaways: Revenue cycle teams can use automation to reduce repetitive work and apply AI where data-driven prediction, matching or prioritization can improve a workflow. Experian Health’s 2025 State of Claims survey found that 41% of providers now face denial rates of 10% or higher, while 68% say submitting clean claims is more challenging than a year ago. Patient Access Curator™ (PAC) uses AI to support front-end data validation and insurance discovery, while AI Advantage™ helps teams predict denial risk and prioritize denial follow-up. Artificial intelligence (AI) and automation can support administrative work in healthcare. In the revenue cycle, teams depend on accurate information, timely decisions and efficient follow-up to keep claims moving. In revenue cycle management, AI and automation can help organizations reduce manual checks, find data gaps, predict denial risk and prioritize work queues. These tools are most useful when they support staff judgment, payer expertise and compliance oversight. They can handle repetitive, data-heavy tasks so staff can focus on exceptions and decisions that need human review. In 2023, McKinsey & Company reported that research suggests effectively deploying automation and analytics could eliminate $200 billion to $360 billion of spending in U.S. healthcare. For revenue cycle leaders, the practical question is where to apply those capabilities first. The case for applying AI and automation in healthcare Revenue cycle teams juggle many daily tasks. Staff collect and verify patient information, confirm eligibility, identify the right payer, submit clean claims, monitor status, work denials and manage collections. Small data gaps at the beginning of the process can create downstream rework and delays. Rework also consumes staff time, adding to these operational pressures. As costs rise and revenue cycles tighten, there is increasing pressure to do more with less. Experian Health’s 2025 State of Claims survey found that 54% of providers say claim errors are increasing and 90% of claim denials are reworked with at least some human review before resubmission. Providers are also managing broader financial and administrative pressures. The American Hospital Association has reported that prior authorization requirements, claim audits, denials and other payer policies add administrative burden and cost for hospitals and health systems. These requirements also consume staff time to appeal denials and manage payer processes. AI and automation are different but complementary. Automation follows defined rules to complete repeatable work. AI models can identify patterns in data, predict risk and help teams decide where to focus attention. When used together, they can support more consistent revenue cycle workflows. How AI and automation can support revenue cycle workflows Revenue cycle management automation and AI are most useful when tied to a specific workflow and a measurable operational problem. The goal is to help teams act earlier, reduce avoidable rework and focus staff time where judgment is needed most. For example, automation can complete rule-based eligibility checks. AI can help identify claims with a higher likelihood of denial. In insurance discovery workflows, AI can also help identify coverage that wasn’t captured at registration. When these tools fit into existing workflows, they can support more consistent decisions and reduce manual work. Three practical applications include: 1. Improving front-end data quality with Patient Access Curator Patient and coverage information collected early in the revenue cycle can affect downstream claim outcomes. Incomplete or outdated demographic details, eligibility responses, coordination of benefits or Medicare Beneficiary Identifier information can create problems that lead to claim delays or denials later in the cycle. Experian Health’s Patient Access Curator helps prevent claim denials by validating demographics, eligibility, insurance discovery, coordination of benefits and Medicare Beneficiary Identifier data in seconds. PAC’s AI and machine learning capabilities help improve match accuracy, coverage sequencing and data confidence by writing the validated data back into the host system and sequencing payers before the claim is created. This automates work that would otherwise require manual coverage checks. 2. Using insurance discovery to find coverage not captured at registration When active coverage isn’t identified during registration, claims may be delayed or submitted with incomplete insurance information. Insurance discovery looks for coverage that may not have been captured during registration. Patient Access Curator includes insurance discovery as part of its front-end validation workflow. It can help identify and correct missing or incorrect insurance information so claims can be submitted with more complete coverage data. 3. Using AI to prevent and prioritize denials Even with strong front-end processes, some claims still require additional attention. AI can help claims teams decide which claims to review before submission and which denials to work first after payer response. Experian Health’s AI Advantage supports two denial management use cases:1. AI Advantage – Predictive Denials uses a client’s historical claims data and Experian’s knowledge of payer rules to identify claims with a high likelihood of denial before submission so teams can take corrective action.2. AI Advantage – Denial Triage uses AI to segment denials and identify those with the highest potential for reimbursement. This approach can help teams prioritize with more confidence. Rather than treating every claim or denial the same way, teams can use predictive models to focus on the work that needs the most attention. Potential benefits of AI and automation in the revenue cycle A high-performing revenue cycle depends on timely, accurate and consistent work. AI and automation can help providers modernize that work without losing the expertise of the people who manage complex payer and patient situations every day. When applied to the right workflows, these tools can help organizations: Reduce manual data searches that take staff away from higher-value work Improve front-end data quality before claims are created Identify missing or incorrect coverage information earlier Spot claims that may be at higher risk of denial Prioritize denied claims by potential reimbursement Reduce rework caused by inaccurate or incomplete information Give staff more consistent information for follow-up decisions A focused AI strategy starts with the workflow problem, uses data that is relevant to that problem and keeps staff in control of judgment-based decisions. A more proactive approach to revenue cycle management Revenue cycle teams can move from reactive work toward a more proactive approach: catch errors earlier, validate coverage before claims are created and prioritize the claims and denials that need the most attention. Experian Health offers revenue cycle solutions that use AI and automation in targeted ways to support front-end data quality, reduce rework and manage denials. Patient Access Curator supports registration and coverage validation, while AI Advantage supports denial prediction and triage. Learn more about Experian Health’s Patient Access Curator and AI Advantage.

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