Chris Byers, CEO, Formstack
September 29, 2017

The Anatomy of a Paperless Patient Onboarding Process

What is onboarding, and how does it relate to the patient experience?

If patient experience isn’t yet a priority at your healthcare facility, it should be. Patient expectations of convenience and efficiency continue to rise with the development of technology. To keep up, healthcare providers need to focus on engaging patients and creating quality experiences—starting with the patient onboarding process.

What is onboarding, and how does it relate to the patient experience? 

Patient onboarding is the process of welcoming new patients, getting them registered and into your system, and orienting them with how things work at your organization. As such, your onboarding process provides the first impression of your facility and sets the tone for the patient’s experience. If you want to get patients off to a good start, it’s critical to adopt a digital workflow that allows for paperless onboarding. 

But how do you get there?

It’s actually easier than you might think. Consider how your patients interact with the world and dispense information in other circumstances. They apply for jobs via an electronic job application. They purchase clothes, toys, and even meals online. They send text messages in lieu of voice-to-voice communication. In short, they take full advantage of the convenience technology provides. So why shouldn’t they expect the same accommodations at the doctor’s office? 

There’s really nothing more inefficient than onboarding patients with paper forms. Think about it: You’re asking people who are likely rushed, stressed, or sick, to sit in a crowded waiting room and fill out a stack of intake forms. This means their handwriting likely won’t be fully legible, or they’ll inadvertently omit information. Then, someone from your office has to scan the form or manually enter the patient information into your database. The entire process is tedious and error-prone. 


Get the Full White Paper: The Anatomy of a Paperless Patient Onboarding Process


Paperless patient onboarding processes are not only modern and efficient, but they’re also convenient for patients and administrators alike. Indiana Health Group, a multidisciplinary mental health facility located in Carmel, Indiana, implemented digital patient registration forms and saw 90 percent of its patients opt to complete their paperwork online. This shift has led to more engaged patients and a streamlined process for clinical staff, as there are fewer schedule delays caused by paperwork issues, which gives clinicians more time to prepare for appointments.

To help you develop a secure digital process for patient onboarding, Formstack has put together a comprehensive guide that identifies the four key components of a paperless onboarding process. You’ll discover how to build HIPAA compliant online forms that will streamline your onboarding workflow and enhance the patient experience.

Inside the guide, you’ll find:

  • Tips for building accessible, customizable, and smart patient onboarding forms
  • Best practices for keeping ePHI secure and staying HIPAA compliant
  • Ways to streamline workflows through secure data routing
  • Strategies for gathering and using patient feedback

The Anatomy of a Paperless Patient Onboarding Process


White Paper: The Anatomy of a Paperless Patient Onboarding Process

If you want to get patients off to a good start, it’s critical to adopt a digital workflow that allows for paperless onboarding. But how do you get there?


Get the White Paper Now 


Author bio

Chris Byers is the CEO of Formstack, an Indianapolis-based company offering an online form and data-collection platform. Prior to Formstack, Byers co-founded an international nonprofit that was built via remote relationships among partners in Europe, Africa, and the United States. 

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