Plan a clearer pre-visit intake

Identify the details your team needs before the appointment and separate administrative questions from clinical questions. Let your clinical team determine the questions appropriate to the visit.

Explain why you are asking for intake, where patients should start, what they need to have ready, and whom they can contact for help. The current Minthra workflow uses a clinic-issued access code and a date-of-birth check.

Ask returning patients to confirm existing details and identify changes. Make sure staff-assisted matching connects the right patient profile to the correct clinic before reusing information.

Give patients an alternative if they cannot complete intake online. Tell them how to resume during an active session and how to request a new code after expiry.

Decide who reviews submitted intake, which information requires follow-up, and how your team documents the next step in its existing workflow.