The Problem
Every new patient call requires 10-15 minutes of staff time: collecting demographic information, insurance details, medical history, scheduling the first appointment, and manually entering data into your EHR. Your front desk is overwhelmed, new patients wait on hold, and after-hours callers can't even start the process. The result: 30-40% of new patient inquiries never convert to appointments.
What This Costs You:
- Front desk spends 40% of time on manual new patient data entry
- New patient calls require 10-15 minutes, creating long hold times
- After-hours new patient inquiries go to voicemail and never convert
- Manual data entry leads to errors and incomplete records
- Slow intake process frustrates patients and damages first impressions
The Sockly Solution
Fully Automated Patient Intake That Runs 24/7
Sockly handles complete new patient intake autonomously: collects all demographic and insurance information, verifies insurance eligibility, asks preliminary health questions, books the first appointment, and pushes all data directly to your EHR. The entire process takes 3-5 minutes, works 24/7, and requires zero manual data entry.
How It Works:
- 1New patient calls in. Sockly welcomes them and begins intake process
- 2Collects: full name, date of birth, address, phone, email, emergency contact
- 3Gathers insurance information: provider, policy number, group number, subscriber details
- 4Optionally verifies insurance eligibility in real-time via API integration
- 5Asks reason for visit and preliminary medical history questions
- 6Books first available appointment matching the patient's needs and preferences
- 7Sends intake forms via SMS/email for patient to complete before appointment
- 8Pushes all collected data to your EHR (Epic, Cerner, Athenahealth, etc.) automatically
Real-World Example: Family Practice
Riverside Family Medicine is a 3-provider practice in Portland, OR. They receive 15-20 new patient inquiries per week. Before Sockly, intake required 12-15 minutes of receptionist time per patient, and after-hours inquiries went to voicemail.
Before Sockly
Prospective patient calls at 6:30 PM looking for a new primary care doctor. Reaches voicemail. Leaves a message. Receptionist calls back the next afternoon. Patient is at work and can't answer. Two more rounds of phone tag. Patient gives up and chooses a practice that made intake easy. Lost patient lifetime value: ~$3,200.
After Sockly
Same scenario: Patient calls at 6:30 PM. Sockly answers instantly, completes full intake in 4 minutes (demographics, insurance, reason for visit), books a new patient appointment for next Tuesday at 10 AM, and sends intake forms via SMS for the patient to complete beforehand. All data syncs to EHR automatically. Patient is impressed by the seamless experience.
Impact:
Riverside's new patient conversion rate increased from 62% to 91%. After-hours new patient inquiries now convert at the same rate as business hours. Staff time saved: 18 hours/week. New patient volume increased 47% with no additional headcount.
Key Benefits
3-5 Minute Intake Process
Complete new patient intake in under 5 minutes. 3x faster than manual process with zero hold time.
24/7 Availability
New patients can complete intake at midnight on Sunday. Capture after-hours inquiries that previously went to voicemail.
Zero Manual Data Entry
All patient information flows directly from Sockly to your EHR. No transcription, no errors, no wasted staff time.
Insurance Verification
Optional real-time insurance eligibility checks before booking to reduce no-shows and billing issues.
Digital Intake Forms
Automated SMS/email delivery of intake forms with reminders. Patients complete before arriving.
91% Conversion Rate
Instant intake availability and seamless experience dramatically increase conversion from inquiry to booked appointment.
New patient intake used to take 15 minutes of staff time and we missed every after-hours inquiry. Sockly handles it all in under 5 minutes, 24/7, and syncs directly to our EHR. Our new patient volume is up 47% and our staff is no longer drowning in data entry.
Result: 91% new patient conversion, 47% volume increase, 18 hrs/wk saved
Automate Your New Patient Intake
See how many new patients you're losing to manual intake bottlenecks—and how Sockly can capture them all.
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