Patient Intake Software – LP

Certinal replaces paper intake, manual transcription, and uncontrolled forms with one platform built for healthcare. Every intake form digitally completed, consent captured, and filed to your EHR.

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Your patients shouldn't need a clipboard

Certinal replaces paper intake, manual transcription, and uncontrolled forms with one platform built for healthcare. Every intake form digitally completed, consent captured, and filed to your EHR.

HIPAA
CMS-0053-F
21 CFR Part 11
ESIGN ACT
GDPR
SOC 2 Type II
ISO 27001

Trusted by healthcare organizations

"Certinal's Healthcare Consent & Compliance Platform has transformed our digital consent workflows through seamless EMR integration. It’s a vital step in our commitment to delivering secure, innovative, and patient-centric care." Henrik Andersson CEO, Chief Innovation & Technology Officer of Bumrungrad International Hospital

Patient intake built to meet every standard

HIPAA

Patient intake data encrypted at rest and in transit. Full audit trail on every intake event. BAA available.

02 CMS-0053-F

Electronic standards for intake documentation and claims attachments by May 26, 2028. Certinal meets these standards today.

01 21 CFR Part 11

FDA-grade digital intake forms for clinical trial consent, IRB documentation, and regulated records.

03 SOC 2 Type II

Independently audited controls over how Certinal stores, processes, and transmits patient intake data.

04 DPDP Act 2023

Purpose-documented patient intake consent, audit trails, and data subject rights management for Indian healthcare organizations.

06 PDPA

Compliant patient intake, preference management, and cross-border data handling for healthcare organizations in APAC.

The intake experience fails long before care begins.

Patients carry their full medical history. Intake still ignores it. The friction compounds with every visit, every form, every repeated question.

Certinal fixes all three before patients arrive

Pre-visit digital intake, EHR pre-population, visit-ready forms, and seamless check-in — one platform that delivers a better intake experience on every visit.

Patients start over every visit

The same demographics. The same history. The same medication list — on a paper form, on every visit, regardless of what already lives in the EHR. Intake doesn’t remember.

Patients spend 15–20 minutes re-entering data you already hold
The EHR has the answers — intake forms never check
Repeated intake forms make patients feel unseen

Intake happens in the waiting room

Your waiting room is the first impression. A paper intake form that makes patients re-enter what you already hold tells them their history doesn’t matter.

Pre-arrival digital intake eliminates the waiting room clipboard entirely
Repeat forms make patients feel like strangers
Digital patient intake improves experience scores and reduces time-to-room

Intake data never reaches the care team

Patients share allergies, medications, and social history at intake. By the time the provider sees the chart, none of it has arrived. The provider asks again.

What patients disclose at intake rarely reaches the provider
Specialist visits restart from zero — intake data never carries across the episode
Exam room questions duplicate what intake already captured

Patient intake — collected, connected, and complete

Patient demographics, consent, and health history — collected digitally before the visit, signed from any device, and automatically filed to the patient chart. Every event logged. Every document retrievable.

Digital patient intake

Pre-visit registration completed from any device before the patient arrives. Demographics pre-populate from the EHR. Every intake field tied to a documented consent purpose. No clipboard. No manual re-entry.

Informed consent workflows

Surgical, clinical trial, telehealth, and general treatment consent. Launches inside your EHR. Procedure-specific forms auto-matched to the scheduled encounter.

Digital forms library

Version-controlled repository for intake, clinical, and departmental forms. Outdated versions auto-retired. Joint Commission and DNV ready.

Electronic signatures

Legally binding, tamper-evident, time-stamped. Signer identity verified at capture. Full chain-of-custody from signature to storage. HIPAA, 21 CFR Part 11, and CMS-0053-F compliant.

Frequently Asked Questions

What does Certinal's digital patient intake platform do?

Replaces paper intake with a digital, EHR-connected workflow. Patients complete demographics, consent forms, and health history before arrival. Intake records version-controlled and auto-filed to the patient chart.

Can patients complete intake and consent before they arrive?

Yes. Patients receive a secure link via SMS or email. Demographics pre-populate from the EHR. Completed intake forms and consent documents are in the patient chart before arrival.

Does Certinal integrate with our EHR?

Directly with Epic, Oracle Cerner, MEDITECH, and OpenEMR. Intake forms launch inside your EHR and write back to the patient chart. Other systems connect via HL7 and FHIR APIs.

How does Certinal protect patient intake data under HIPAA?

Data encrypted at rest (AES-256) and in transit (TLS 1.2+). Signed BAA with every healthcare customer. Annual SOC 2 Type II audits. Full audit trail on every intake and signature event.

Does Certinal support DPDP Act compliance for patient intake?

Yes. Purpose-documented intake consent, documented trails, and patient data rights management. Every data point tied to a processing purpose. Patients can view, modify, or withdraw consent. Full audit chain.

Does Certinal meet 21 CFR Part 11 requirements?

Yes. Signer authentication, tamper-evident seals, and complete audit trails. Covers clinical trial intake, IRB documentation, and FDA-regulated electronic records.

What is CMS-0053-F and does Certinal comply?

A federal rule finalized March 2026 adopting electronic standards for claims attachments and signatures. Compliance required by May 26, 2028. Certinal’s patient intake capabilities meet these standards.

How long does implementation take?

7 business days for a single facility. Multi-facility rollouts within 30–60 days. Dedicated implementation manager on every deployment.