TruIntake
Elevate + automate your
patient journey
TruIntake makes your patient access workflow seamless, automated, and error-proof.
It's the fastest way to:
Why TruIntake? Because clean claims
start at the front door.
Most denials happen before the patient is even seen. Wrong insurance. Inactive coverage. Missing forms. TruIntake fixes this by capturing complete, accurate, verified data from the start.
Trusted by 1000s of providers
How TruIntake Works
Patient-first by design, RCM-accurate by execution.
1
Smart Online Scheduling
Let patients book appointments anytime, from any device, no more wait times.
Benefits:
- Real-time provider availability based on your payer network
- Custom rules for visit types, locations, and insurance requirements
- Automatically triggers intake and eligibility workflow
Outcome
Fewer phone calls. More completed appointments.
2
Digital Intake & Onboarding (Mobile-First)
Patients complete everything before the visit.
Includes:
- Demographics
- Insurance upload + live photo capture
- Medical history & medication list
- Clinical questionnaires
- Consent forms & e-signatures
Outcome
Staff stop entering data manually. Errors disappear.
3
Real-Time Eligibility Verification
This is where TruIntake becomes a revenue engine.
We instantly confirm
- Active vs inactive coverage
- Deductible / coinsurance status
- Copay amounts
- PCP assignments
- Specialist referral requirements
- Visit limitations
Outcome
Catch problems before they become denials.
4
Upfront Patient Responsibility Estimates
Cost transparency patients appreciate — and billers love.
- Automatic calculation of expected out-of-pocket
- Sent to patients before their appointment
- Helps reduce confusion, call volume, and payment delays
Outcome
Better collections, fewer surprises.
5
Automated Reminders & Engagement
Keep patients on track without lifting a finger.
- Appointment reminders
- Pre-visit instructions
- Post-visit follow-ups
- Review prompts
- No-show recovery
Outcome
Higher show rates. Better patient satisfaction.
6
Instant Sync to Your EHR + RCM
All patient data flows into TruRev and your EHR for clean routing.
We send:
- Updated insurance
- Verified eligibility
- Patient responses
- Signed consents
- Cost estimate
- Appointment details
Outcome
Billing gets perfect information every time.
What Makes
TruIntake Different
Unlike typical intake tools, TruIntake is built for revenue accuracy, not just patient experience.
Real eligibility validation
Eligibility checks aren't decorative—they are deep payer validations
Data-driven cost estimates
Cost estimates aren't guesses—they're driven by payer data
Structured intake, not PDFs
Forms aren't just PDFs—they write straight into your system
Proactive denial prevention
Alerts aren't generic—they prevent denials proactively
Connected intake
Intake isn't standalone—it's connected to TruCred & TruRev
The Results Practices See with TruIntake
70%
faster patient onboarding
35–50%
reduction in eligibility denials
60%
fewer calls to the front desk
Improved
patient satisfaction scores
More accurate
billing data on the first attempt
Deep integrations with all EHRs
TruCare connects seamlessly with your existing workflows — no switching required.
FAQs
Frequently
asked questions
Everything teams ask about TruIntake digital onboarding. Don't see your question? Talk to our team.
See TruIntake in actionTruIntake manages everything that happens before a claim is created: patient scheduling, digital intake forms and consents, real-time insurance eligibility verification, patient responsibility calculation, and upfront payment collection. Clients see 70 percent faster patient onboarding and a meaningful reduction in eligibility-based denials.