Sales Execution Suite
Field Operations Suite
Marketing Suite
Healthcare
EducationContactless Patient Intake
Contactless patient intake refers to the use of digital tools to manage the paperwork and administrative steps that patients typically complete before or during their visit to a healthcare facility. This includes
Imagine a patient walking into your hospital with all their medical history, insurance details, and symptoms already pre-loaded in your system. There will be no paperwork, no repetitive questions, and no waiting room frustration for your patients. This might have sounded like fiction a decade ago, but contactless patient intake software has made this a reality.
Contactless patient intake uses digital tools to collect patient information before they visit your hospital or clinic. The core objective is to reduce in-person contact and streamline the intake process. This can include filling out digital patient intake forms or insurance information for contactless patient check-in.
As discussed earlier, implementing contactless patient intake helps mitigate several limitations the traditional process poses – such as manual data entry errors, time wasted on administrative tasks, and poor patient experiences. Given these advantages, the global market for contactless patient payment software is projected to grow significantly. Valued at $1.76 billion in 2024, it is expected to reach $4.92 billion by 2031, growing at a compound annual growth rate (CAGR) of 13.70% during the forecast period.
After the pandemic, many healthcare organizations have adopted new methods to manage in-person visits more efficiently. Contactless patient intake tools have emerged as essential solutions to support and automate various appointment workflows.
Most digital intake systems enable patients to request appointments directly from their devices, streamline scheduling, and send automated reminders. This not only improves the patient experience but also significantly reduces the administrative burden on staff – allowing them to focus more on care delivery.
Manual data entry errors continue to be a major challenge in the healthcare industry. Studies show that approximately 18% of medical claims are denied due to administrative reasons, many of which stem from manual mistakes. In fact, a significant portion of healthcare errors can be traced back to administrative processes – especially inaccurate or manually entered data—leading to costly delays and inefficiencies.
Even a small mistake – like a typo, incorrect formatting, or missing data – can lead to misfiled reports, billing errors, or even compliance violations. This issue is compounded by the fact that between26 to 39% of healthcare workers still rely on manual data entry.
Leveraging digital tools for contactless patient intake can help eliminate these errors by allowing patients to directly add accurate information through digital patient registration forms. This data is automatically synchronized with your system, minimizing manual intervention. Additionally, built-in validation checks ensure all required fields are completed, further reducing the risk of inaccurate or incomplete records.
LeadSquared’s healthcare CRM supports this process with ao variety of pre-built intake forms. You can also onboard patients through portals, scheduling apps or even phone calls. Once the intake is complete, the CRM can automatically match the most suitable doctor based on patient’s needs – ensuring timely and appropriate care.
Traditional patient intake can be highly time-consuming. When you consider the labor hours spent on filling out and managing all the paperwork, it becomes clear that manual intake workflows often result in poor returns on investment. Contactless patient intake eases the administrative burden by eliminating the need for staff to gather patient details, ask repetitive questions, or manually retrieve medical histories. Instead, digital patient intake software can automate these tasks – freeing up your team to focus on improving patient care and experience. Tools such as contactless check-in, and remote patient monitoring further streamline the process, making healthcare delivery more efficient and patient centric. Minimizes Revenue Loss
As discussed earlier, patient data errors can result in denied insurance claims. The chances of denials due to basic mistakes like typos increase with the claim amount, leading to lost revenue. Contactless patient intake helps prevent these errors by ensuring more accurate, patient-entered (and validated) information from the start. Additionally, automating routine intake tasks not only enhances accuracy, but also reduces labor costs – freeing up your staff to focus on higher-value responsibilities.
Digital patient intake tools can pay for themselves in these ways:
Digital forms reduce the chances of illegible handwriting or missing information. Patients are more likely to complete them carefully at their convenience, which leads to cleaner, more accurate data entry.
With paperwork completed before arriving, patients spend less time in the waiting room. Staff no longer need to manually enter data, freeing up time for more important tasks.
In the U.S. healthcare system, revenue collection is a mix of insurance reimbursements and patient out-of-pocket payments. Digital intake platforms with built-in contactless payment solutions make it easier for patients to pay co-pays or balances upfront – before, during, or after their visit. These systems can also help ensure insurance details are captured accurately at the start, reducing claim denials and delays in reimbursement. This holds true across specialties.
Since administrative tasks are handled beforehand, providers can start appointments on time, see more patients each day, and reduce scheduling backlogs. This improved efficiency directly supports better resource utilization and increased revenue potential.
Poor patient experience can significantly impact your patient retention rates. A recent survey shows that a majority of patients would look for another healthcare provider after a single poor pre-service experience. This indicates that hurdles like long wait times, repetitive questions, and inefficient processes are often the culprits.
Contactless patient intake helps solve these challenges by allowing patients to complete forms from the comfort of their homes via digital registration. When they arrive at the facility, there’s no need to repeat the process – leading to quicker check-ins, shorter wait times, and reduced crowding in waiting areas. This not only improves satisfaction but also minimizes the risk of exposure in high-traffic healthcare environments.
LeadSquared enhances this experience further by enabling seamless, contactless appointments. With all patient information pre-collected, care teams can provide more personalized and efficient care. The platform also supports feedback collection to help identify and address service gaps. Integrated features like contactless patient payments, digital positioning, and automated check-ins ensure added safety, speed, and convenience – making every visit smoother for both patients and staff.
Contactless check-in solutions significantly improve patient engagement by making the intake process more convenient and empowering. When patients can register using their own devices, they become active participants in their healthcare journey right from the start.
An NCBI study shows that this increased patient engagement is closely linked to better treatment outcomes, higher patient satisfaction rates and improved staff productivity. It also promotes greater adherence to the post-consultation instructions and encourages active self-care.
Online scheduling – also known as patient or doctor appointment booking – is a key feature in modern healthcare. It allows patients to book appointments digitally, without having to call the clinic or hospital, saving valuable time for both patients and staff.
While it may seem basic, an appointment booking system is a foundational element of a seamless digital patient experience. Around 80% of consumers say they would prefer to book an appointment online when the option is available.
A Forbes article cites a survey revealing that over half of consumers would choose online scheduling if it made booking appointments easier.
This trend is even stronger among younger patients – 72% of Millennials and Gen Z prefer booking online over calling a clinic. This underlines the importance of flexibility in appointment booking. Online scheduling tools empower patients to book appointments based on their own preferences – anytime, from anywhere. When paired with contactless patient intake and digital check-in solutions, they create a smooth, end-to-end experience that meets modern patient expectations from the very first touchpoint.
Online scheduling software also sends automated notifications to the patients as well as intake coordinators. These notifications can help reduce no-show rates, helping providers optimize their schedules and improve revenue.
Many patients simply skip appointments if their schedule changes or if they feel better by the day of the consultation. This can strain your hospital’s resources. For example, if a patient books an appointment but doesn’t show up because their symptoms improved, that time slot remains blocked in the physician’s schedule—preventing other patients from booking it, leading to lost opportunities.
With an online option to cancel or reschedule, the patient can make the change easily. This will clear the appointment from your physician’s schedule and make the slot available for other patients.
A large hospital may operate 24/7, but that’s often not possible for smaller clinics or private practices. This can feel like a disadvantage, especially when patients want the flexibility to book appointments outside of regular hours. With online scheduling, however, you don’t need to be open around the clock to offer 24/7 convenience. Patients can book appointments anytime—day or night—but the system only shows time slots based on your real availability.
This way, your practice stays in control of scheduling while still meeting modern expectations for convenience and accessibility.
According to a Juniper Research study, contactless transactions are projected to reach $15.7 trillion globally by 2029. In 2024, around 92% of US consumers used some form of digital payment.
For healthcare providers, this shift makes it essential to offer flexible, secure digital payment options. These systems handle end-to-end transactions quickly and securely, reducing friction at the front desk and improving patient satisfaction. From credit and debit cards to mobile wallets like Apple Pay and Google Pay, as well as HSA and FSA accounts, contactless payment tools enable quick, end-to-end transactions that support a smoother, more modern healthcare experience.
Navigating Insurance Complexities in U.S. Healthcare Payments
In the United States, healthcare payments often involve a combination of insurance reimbursements and patient out-of-pocket expenses. This dual-payment system can lead to complexities, including claim denials and delays. A study by Experian Health revealed that 38% of healthcare organizations experience denial rates of 10% or higher, with some facing rates exceeding 15%. Such denials not only disrupt cash flow but also increase administrative burdens.
Patients, too, face challenges. According to a Kaiser Family Foundation survey, nearly 1 in 5 insured adults reported having a claim denied in the past year. Among those who use the most healthcare services, this figure rises to 27%. These denials can lead to delayed care and increased out-of-pocket costs.
The Role of Digital Payment Solutions
To address these challenges, healthcare providers are increasingly adopting digital payment solutions. These tools streamline the billing process, reduce errors, and enhance patient satisfaction. A report by TrustCommerce highlighted that 96% of healthcare organizations accept credit card payments, and 69% offer flexible payment plans to ease patients’ financial burdens.
By integrating digital payment solutions with insurance workflows, providers can:
Incorporating these solutions not only simplifies the payment process but also fosters trust and satisfaction among patients.
The COVID-19 pandemic emphasized the importance of reducing physical contact in clinical environments. Contactless patient payment software helps minimize touchpoints by eliminating the need for cash or card swipes – supporting a safer, cleaner experience for both patients and staff.
Contactless financial transaction solutions offer flexibility and ease. For instance, if a patient doesn’t want to pay at once, digital solutions provide them with the convenience of paying in multiple installments. Additionally, they offer numerous options, be it a credit card, a debit card, a QR code, tap-and-pay, or more.Enhanced Efficiency
Digital payment systems boost administrative efficiency by automating transaction processing and syncing payment data in real time. Integrated tools ensure that payments reflect instantly in your system, reducing delays and manual effort for staff.
With financial transactions tied to sensitive health data, healthcare organizations must adhere to strict compliance standards. Robust digital payment systems come equipped with built-in security features that align with HIPAA, PCI DSS, and other regulatory frameworks—safeguarding both medical and financial data.
LeadSquared’s HIPAA-compliant CRM software ensures sensitive patient information is securely stored through encryption, regular network audits, and access controls.
Contactless patient payment solutions automatically log each transaction into the system, making tracking and reporting easy. For instance, you can generate a report on your hospital’s digital revenue for a specific time period within seconds. These real-time insights can help identify trends, highlight gaps, and support smarter decisions to optimize your revenue streams.
Modern healthcare demands smarter, faster, and safer ways to begin the patient journey—and that starts with the intake process. LeadSquared helps healthcare providers eliminate paperwork bottlenecks by offering contactless patient intake software and digital-first solutions tailored to today’s needs. Clinics and hospitals can seamlessly collect patient information through contactless patient registration, confirm appointments, and reduce delays using intuitive, mobile-friendly interfaces for contactless patient check-in. With everything handled ahead of the visit, both staff and patients enjoy a smoother experience right from the start.
LeadSquared’s technology minimizes administrative tasks by automating form collection, verification, and data organization. Instead of spending valuable time on manual entries or repeat questions, medical teams can focus on what truly matters: delivering care. These systems are designed to be flexible—allowing for quick configuration based on specialty, location, or workflow—ensuring healthcare organizations of all sizes can operate more efficiently while maintaining compliance. This includes support for contactless patient positioning and contactless patient monitoring, helping staff track patients safely and remotely.
Not only does this approach reduce friction within the clinic, but it also improves patient satisfaction across the board. Patients benefit from shorter wait times, fewer touchpoints, and a sense of control over their visit. With integrated patient contactless payment software and contactless patient payment solutions, billing becomes smoother, offering options such as contactless payments for eye doctor patients and contactless payments for ophthalmology patients. These patient contactless payments increase convenience and speed at checkout.
Furthermore, LeadSquared supports contactless remote patient monitoring, enabling continuous care beyond the clinic walls. By leveraging advanced contactless patient payments software, healthcare providers ensure secure, efficient transactions that comply with regulations. With LeadSquared’s comprehensive contactless patient intake software, healthcare providers aren’t just digitizing—they’re optimizing the entire pre-visit and care experience, laying the foundation for a more responsive, patient-focused journey.
LeadSquared’s healthcare CRM offers many features to streamline the online patient care journey,
from intake to digital payment processing.
All communications in a digital contactless healthcare journey happen online, which can present several challenges in terms of privacy and data security. Consider the recent cyber-attack example of Change Healthcare. The company had to pay for ransomware and faced penalties for HIPAA violations. Data also shows at least 677 healthcare data breaches in 2024.
HIPAA regulations were developed to mitigate the chances of such breaches. They enforce security standards that make accessing secure data challenging for cyber attackers. Thus, HIPAA compliance is essential to ensuring a successful contactless patient care strategy.
All interactions between your team and potential leads or customers are secured through measures such as encryption, multifactor authentication, audit logs, and more. The data is securely transmitted whether you communicate through email, WhatsApp, or SMS. In addition to HIPAA, LeadSquared’s healthcare CRM solution complies with PIPEDA and CCPA standards
The patient portal has been a revolution that has enabled patients to become proactive in their healthcare journey. For instance, your patients can book appointments online without calling your clinic, benefiting from online scheduling and contactless patient check-in. They also get automated notifications and alerts for appointments to reduce no-show rates.
Patients can access their lab reports, prescriptions, medical reports, and other vital information through a secure online portal. Having access to all this information keeps them engaged and encourages them to take control of their health. Thanks to all such benefits, it’s no wonder that 73% of patients already have access to a patient portal. Moreover, 68% of those who don’t have access wish they did.
While a patient portal enables patients to book appointments, LeadSquared goes one step ahead. Our CRM also offers mapping features for automated scheduling. When a patient books an appointment, the system finds a physician based on expertise and availability. This ensures that the best available doctor is matched with the patient to improve treatment outcomes, making it a top destination to visit in December in India for couples.
A key part of a contactless patient care journey is acting on feedback. LeadSquared’s CRM has integrated feedback surveys. You can simply ask your patients to fill out the form and share their feelings about your process. This is important to determine any potential gaps in the service and improve it.
Customize these forms to collect feedback on specific aspects such as wait time, facility cleanliness, staff behavior, etc. Thus, you can find and work on areas that need improvement to enhance patient engagement and overall satisfaction.
When done effectively, referrals can provide timely specialist recommendations that can help save patients’ lives. Therefore, optimizing referrals is a key focus for many healthcare organization stakeholders. However, this referral process usually creates additional work for clinicians and patients.
LeadSquared lets you easily share referral details while ensuring HIPAA compliance. The entire process is optimized to save time on redundant tests. This enables you to manage referrals without impacting your regular schedule to allow timely and accurate care to referred patients, ensuring smooth contactless patient positioning and care transitions.
You can keep your patients’ data in a single place and manage everything from there. You can also allow your patients to update some information about themselves. All this data is automatically synchronized to provide a single-pane-of-glass view for all your staff.
LeadSquared provides easy integrations to ensure all the data collected and shared—from contactless patient intake and online scheduling to consultation and digital payments—is updated across all your tools. This reduces the chances of manual errors and redundant data entries.
Moreover, when all the data available across all your healthcare tools is synchronized, making better, informed decisions becomes easier. It also streamlines moving patients across departments in your hospital. Suppose a patient was initially admitted to the gastroenterology department but later faced bacterial infections in the kidneys. Moving the patient from gastroenterology to nephrology becomes smoother if all your healthcare tools are integrated.
Advanced dashboards and reporting let you understand what’s working and what’s not. For example, you can view appointment-to-visit ratios to determine how many patients didn’t show up. If the number of patients not showing up is large, you can send out feedback survey forms to find if complications arose during the booking process. Similarly, you can also send automated notification alerts to reduce no-show rates and improve revenue flow.
This can also help enhance your marketing strategies. For instance, you can get reports on appointment booking sources. When you identify the biggest source of appointment booking, you can create marketing strategies focused on that.
LeadSquared’s CRM can automatically create invoices based on pre-designed templates and services requested by clients. The platform can send payment notifications once the consultation or treatment is complete. You can integrate the system with any payment gateway and let your patients make secure online payments. The CRM can send payment links and reminders through multiple channels such as SMS, WhatsApp, and more. These automated billing workflows can reduce paperwork and errors.
You can also integrate LeadSquared’s healthcare CRM tool with your insurance verification system, which automatically verifies insurance details to reduce declined claims.
The digital contactless patient care journey doesn’t end with consultation or treatment. There are many reasons why a patient might want to connect with your staff even after the consultation—for example, losing their prescription or forgetting what the doctor said. You can share vital information through different communication media. Patients can also connect with your care team through the patient portal.
LeadSquared’s CRM can automatically create invoices based on pre-designed templates and services requested by clients. The platform can send payment notifications once the consultation or treatment is complete. You can integrate the system with any payment gateway and let your patients make secure online payments. The CRM can send payment links and reminders through multiple channels such as SMS, WhatsApp, and more. These automated billing workflows can reduce paperwork and errors.
You can also integrate LeadSquared’s healthcare CRM tool with your insurance verification system, which automatically verifies insurance details to reduce declined claims.
What is contactless patient intake?
Contactless patient intake allows patients to fill out intake forms before their visit to your hospital. This reduces wait time and helps limit the need for physical in-person contact.
How does online scheduling work?
Online scheduling works by integrating your doctor’s calendar with a CRM system. Patients can use a patient portal to see a doctor’s open slots and book an appointment. The system then automatically updates the calendar to avoid multiple appointments in the same slot. Additionally, the system can also send automated notification alerts to reduce no-show rates.
4. Is digital payment secure for medical services?
Yes, digital payment solutions use encryption and secure networks to keep your payment details safe.
5. Can elderly patients use digital tools easily?
This depends on the simplicity of the digital tools they are using. LeadSquared’s healthcare CRM solution is easy to use, which ensures that even elderly patients can quickly learn how to use it.
