Every form, before arrival
One packet: demographics, coverage, history and consent.
New patient intake · Riverbend Family Medicine
Step 3 of 4 · saves as you go
- Insurance cardCaptured
- Medications & allergiesConfirmed
- Consent to treatSigned
Posted to the chart
Discrete fields, not a PDF
- Coverage active · $30 copay
- Allergy: penicillin (hives)
- History updated · 11 fields
From booked to updated chart
Five stages. Your staff touches only the one that needs judgment.
- 1
The appointment is booked
Your schedule is the trigger. Subra builds the right packet for the visit type and the provider — no one has to remember to send anything.
- 2
The packet goes out
A secure link by text or email, then reminders on the cadence you set: a week out, two days out, the morning of. Reminders stop the moment it is submitted.
- 3
The patient completes it on their phone
One question at a time, in English or Spanish, skipping whatever does not apply. Answers save as they go, so a packet started in a parking lot can be finished that evening.
- 4
Your staff reviews the exceptions
An unreadable card photo, a flagged allergy, a name that does not match the chart — those wait in a queue. Everything else arrives already clean.
- 5
The chart is updated
Discrete fields post through your interface, the signed consents are stored alongside them, and the visit starts with a current record.
The whole clipboard, in one link
Start from the packet your practice already uses.
- Demographics, contact details and preferred language
- Insurance card photos, front and back
- Coverage, copay and deductible, verified with the payer
- Current medications, allergies and pharmacy
- Medical, surgical, social and family history
- Standardized screeners such as PHQ-9 and GAD-7
- Notice of Privacy Practices and consent to treat
- Financial responsibility agreement and no-show policy
Coverage checked days ahead
The card photo becomes a real eligibility check.
- Real-time eligibility against the payer as soon as the card is submitted.
- Plan status, copay, deductible and remaining balance, shown to your front desk.
- Terminated or mismatched coverage is flagged early enough to fix or reschedule.
- Self-pay patients get the estimate and payment policy in the same packet.
Consents that hold up in an audit
Every signature is tied to a version of a document.
- Each consent is versioned; you can see exactly what a patient agreed to.
- Signature, timestamp and device captured with the submission.
- Patients are re-prompted automatically when a document changes.
- The full consent record exports for a chart request or an audit.
Your EHR gets fields, not a fax
Data arrives structured, mapped and reconciled.
- HL7 v2 or FHIR, mapped to your system during implementation.
- Allergies, medications, problems and demographics as discrete, codeable fields.
- Signed consent documents attached to the encounter for the record.
- Reconciliation rules decide what updates the chart and what waits for a human — patient answers never silently overwrite clinical entries.
Live in about a week
Implementation is done with your staff, not handed to them.
We map your forms
Send us your current packet. We rebuild it question for question.
We connect the interface
We work with your EHR vendor on the connection, then test it.
You run a test patient
Your front desk sends itself a packet before any patient does.
Details practices ask about
What decides whether intake works on a Monday morning.