Send the form
Start intake as soon as the visit is booked.
Opero Eye Care · one installed workforce for independent practices
Back to all workflows
Patient intake
Patients arrive with the forms and referral details already in place.
Collect demographics, medical history, medications, vision concerns, insurance cards, consent forms, and referral documents before the patient arrives.
Patient intake
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FiledOpero operations file
Patient intake · sample clinic activity
1
Send the form
Start intake as soon as the visit is booked.
2
Collect patient details
Gather demographics, medical history, medications, vision concerns, insurance cards, consent forms, and referral documents.
3
Check what is missing
Compare the form with the appointment and chart.
4
Follow up automatically
Nudge the patient about missing answers or documents.
5
Save to chart
Prepare a complete record before the patient checks in.
Referral matched · Dr. Chen · Jordan Bell · 3 pages routed
What Opero owns
The routine moves. Judgment stays with your team.
Collect patient details
Gather demographics, medical history, medications, vision concerns, insurance cards, consent forms, and referral documents.
Check what is missing
Compare the form with the appointment and chart.
Follow up automatically
Nudge the patient about missing answers or documents.
Save to chart
Prepare a complete record before the patient checks in.
Human boundary
Only the cases that need a person come back.
Opero stops for clinical urgency, unclear identity, protected records, billing disputes, or any decision outside the practice rules. Staff get the source evidence and the next action together.
Exception ready for review
Patient intake
Source evidence attached
Next action already named
Opero
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