Custom Forms
Recreate existing intake packets or build new digital forms around the information your practice needs.
PatientLink 360
Patient Check‑In Software for the Entire Patient Journey
Connect appointment requests, automated reminders, digital patient intake, two-way texting, surveys, recall outreach, and EHR-connected workflows in one flexible platform built around the way your practice works.
✓ No patient app required
✓ EHR & PM integration
✓ Configured around your workflow
Visit-specific intake
Right forms, automatically
Structured data
Sent to connected systems
54%
of surveyed PatientLink customers reported saving 10–15 minutes per patient
Works on Any Web-Enabled Device
Phone, tablet, laptop, desktop, or clinic kiosk
Connected to Your Workflow
Support for EHR, PM, HL7, FHIR, and API-based integrations
Based on PatientLink's 2026 customer time-savings survey. Reported savings vary by workflow and organization.
One Connected Platform
One Platform for the Entire Patient Journey
PatientLink 360 helps independent practices reduce repetitive work from the patient's first request for care through pre-visit preparation, communication, feedback, and future recall.
01
Request
Give patients digital access.
02
Schedule
Connect the appointment workflow.
03
Remind
Automate timely outreach.
04
Prepare
Deliver visit-specific forms.
05
Check In
Complete intake before arrival.
06
Communicate
Continue the conversation.
07
Survey
Learn from the experience.
08
Recall
Bring patients back when due.
Visit-Specific Digital Intake
The Right Information. For the Right Patient. At the Right Time.
Every appointment does not need the same paperwork. PatientLink can use appointment and patient information to determine which forms, screenings, and intake steps belong in that visit's workflow.
- Appointment type
- Provider
- Location
- Patient age
- Gender
- Last completion date
- New vs. established workflows when supported by appointment setup
Patients can complete the workflow from their own device and return later if they need to stop, helping them finish preparation on their schedule.
Example Workflow
Configured around your practice
Appointment type
Annual Physical
+
Patient age
18–64
+
Last PHQ-9
More than 12 months
=
Assigned automatically
Demographics + Health History + ROS + PHQ-9 + Consent
PatientLink
Secure
Prepare for your visit
✓ Verify identity
✓ Review demographics
✓ Update insurance
4 Complete visit forms
5 Sign consents
6 Submit
Digital Pre-Registration
Move Patient Intake Out of the Waiting Room
Give patients a secure way to review and submit information before they arrive, using the phone, tablet, or computer they already have. No PatientLink app or account is required.
Review & update
Demographics and contact information
Upload
Insurance cards, identification, and other images
Complete
Histories, ROS, questionnaires, and assessments
Sign
Consents and acknowledgments electronically
Patients who need help can also complete intake on a clinic tablet, kiosk, or phone, and staff can resend the appointment reminder and secure check-in link when needed.
More Than Digital Forms
Don't Just Collect Patient Information. Put It to Work.
PatientLink can capture administrative and clinical information and deliver supported results into connected EHR and practice management workflows as structured data, documents, or both.
Patient
Enters or updates information
PatientLink 360
Applies workflow rules
Structured Results
Data, documents, scores & alerts
EHR / PM
Information where staff need it
Demographics
Insurance
Medical History
Medications
Allergies
Review of Systems
Assessments
SDOH
Consents
E-Signatures
Custom Forms
Uploaded Images
Flexible by Design
Built Around Your Practice — Not the Other Way Around
Your workflow does not need to look like every other practice's workflow. PatientLink works with your team to configure the forms, rules, integration, and patient experience around the way your organization operates.
Conditional Logic
Use branching and configurable questions so patients only see what is relevant to their workflow.
Workflow Rules
Determine what happens based on appointment type, provider, location, demographics, and other supported criteria.
Hands-On Configuration
PatientLink helps configure workflows and map supported information into the EHR or PM rather than leaving your team to build everything alone.
Automated Appointment Reminders
The Reminder Isn't the End of the Workflow. It's the Beginning of Check‑In.
Use appointment information to automatically send customizable reminders and give patients a direct path into their secure pre-visit workflow.
SMS
Email
Voice
- Configure reminder timing and message content
- Send multiple reminders for the same appointment
- Support English and Spanish patient messaging
- Allow supported confirmation and cancellation workflows
- Include the secure PatientLink intake link automatically
One Staff View
Know What's Happening Before Patients Walk Through the Door
PatientLink 360 gives authorized staff a centralized view of appointments, patient preparation, reminders, requests, recalls, messaging, and other connected workflows.
Appointments
84
Today
Intake Complete
57
Before arrival
Appointment Requests
12
Active
Recall
23
Due soon
Patient
Time
Provider
Intake
Reminder
Jordan T.
9:30 AM
Dr. Morgan
Complete
Confirmed
Maria L.
10:00 AM
Dr. Patel
In Progress
Sent
Chris B.
10:30 AM
Dr. Morgan
Not Started
Delivered
Example interface shown for demonstration purposes.
Appointment status
Patient demographics
Provider & location filters
Reminder history
Pending PM changes
Appointment requests
Recall status
Waitlisted patients
Messaging
Reporting
JT
Jordan Taylor
Appointment tomorrow · 9:30 AM
Reminder: Your appointment is tomorrow at 9:30 AM. Please complete your forms before your visit.
Do I need to bring my insurance card if I already uploaded it?
Thanks for checking. We have the image you uploaded. Please bring the card with you as a backup.
Type your message…
Send
Two-Way Patient Texting
Sometimes Patients Just Need a Person
Automation can handle routine reminders and intake. When a patient has a question or needs help, authorized staff can continue appropriate administrative and scheduling conversations through PatientLink's two-way SMS workflow.
Explore Two-Way Patient TextingBeyond Today's Appointment
Keep the Patient Journey Moving
PatientLink 360 extends beyond pre-registration with connected tools that make it easier for patients to access care, stay informed, share feedback, and return when future care is due.
Patient Access
Online Appointment Requests
Let patients submit scheduling preferences from your website while staff keeps control over review and final scheduling.
Explore Appointment RequestsPatient Experience
Patient Satisfaction Surveys
Automatically collect post-visit feedback and give your team information it can use to recognize strengths and address concerns.
Explore Satisfaction SurveysOngoing Care
Appointment Recall
Help identify and contact patients approaching or passing expected return dates for recurring care and follow-up.
Explore Recall RemindersPractice Outreach
Broadcast & Schedule Updates
Send customized outreach for weather closures, office updates, bumped appointments, and other situations that require timely communication.
Part of PatientLink 360EHR & Practice Management Integration
Extend What Your EHR Can Do
PatientLink is designed to work alongside the systems your practice already depends on. Connect patient-facing workflows with supported EHR and practice management integrations instead of replacing your core clinical platform.
HL7
FHIR
APIs
Structured Data
Documents
Talk to Us About Your EHR
Common PatientLink 360 Integrations
V
Veradigm Practice Management
V
Veradigm Professional
A
Altera TouchWorks
a
athenahealth (formerly GE)
Have another environment? Talk with PatientLink about your EHR, PM, and integration requirements.
A Different Kind of Software Partner
Software Backed by People Who Learn Your Workflow
PatientLink does more than hand over software. Our team works with your practice to configure workflows, map supported data, train staff, and help your organization get the platform working the way you need it to work.
01
Assigned Implementation Support
A dedicated PatientLink contact helps guide configuration and launch.
02
Workflow Configuration
Forms, rules, messaging, and patient experiences are configured around your needs.
03
EHR / PM Mapping
PatientLink helps map supported information to appropriate connected destinations.
04
Training Included
Your team receives training so staff can confidently use the workflows they depend on.
I have worked with several software vendors over my career and this company by far has been the best to work with. They push the limits and make the process so easy on our end. I can't say enough good things about PatientLink.Jason H. · Director of Information and Quality
Security & Privacy
Built for Healthcare Environments
HIPAA-conscious workflows
Encryption in transit
Encryption at rest
Microsoft Azure cloud infrastructure
Data-minimization approach
Security, privacy, integration, and data-handling details can be reviewed with your organization during evaluation and implementation.
Patient Check‑In Software FAQs
Questions Practices Often Ask
Have a workflow more specific than these examples? PatientLink can review your current forms, systems, and operational requirements.
Discuss Your WorkflowWhat is patient check-in software?
Patient check-in software helps medical practices move registration and
intake tasks into a digital workflow. PatientLink 360 can combine appointment
reminders, pre-registration, digital forms, patient-entered information,
communication, and connected EHR or practice management workflows.
Can patients complete check-in before arriving?
Yes. PatientLink 360 is primarily designed for pre-check-in and
pre-registration before the patient arrives. Patients can complete the
workflow from a phone, tablet, laptop, or desktop browser, or use a
clinic-provided device when needed.
Do patients need to download an app or create a PatientLink account?
No. Patients can follow the secure link included with their appointment
communication and authenticate to begin the appropriate PatientLink workflow.
Can different patients receive different forms?
Yes. PatientLink can use configured criteria such as appointment type,
provider, location, age, gender, and last completion date to determine
which forms or intake steps should be assigned.
Can PatientLink use our existing patient forms?
Yes. PatientLink can recreate and customize practice-specific forms,
including workflows that use conditional questions or branching logic.
New PatientLink 360 customers receive a standard Review of Systems form,
Basic Health History form, PHQ-9, and one consent form at no additional
form-build charge; additional custom forms may involve configuration costs.
Can PatientLink send information directly into the EHR?
Depending on the EHR, PM, integration, and configuration, PatientLink can
deliver supported information as discrete structured data, documents, or
both. Assessment scores, individual responses, and alerts can also be routed
according to supported integration workflows.
Does PatientLink 360 support appointment reminders?
Yes. PatientLink supports customizable SMS, email, and voice appointment
reminders, including multiple reminder schedules, English and Spanish
messaging, supported confirmation or cancellation workflows, and secure
links into pre-visit intake.
Does PatientLink replace our EHR?
No. PatientLink is designed to work alongside supported EHR and practice
management systems, extending patient-facing intake, communication, and
engagement workflows without requiring the practice to replace its core
clinical platform.
How is PatientLink different from intake tools already included with an EHR?
PatientLink is built for practices that need more flexibility around forms,
workflow rules, patient communication, structured data, and hands-on
implementation. The goal is to complement the EHR with configurable
patient-facing workflows rather than force every practice into the same process.
Built Around Your Practice
See What PatientLink 360 Could Automate for Your Team
Show us where intake, reminders, scheduling, communication, or follow-up creates the most work for your practice. We'll tailor a demonstration around your workflow, patient population, existing systems, and priorities.
No patient app required • Works with supported EHR / PM systems
• Hands-on implementation