Every visit can require different information.
Use appointment type and other rules to automate the correct intake and screenings.
PatientLink for Primary Care Organizations
Primary Care Patient Engagement Software Built for Better Workflows
Reduce administrative work with digital intake, clinical screenings, Annual Wellness Visit workflows, appointment reminders, recall outreach, appointment requests, texting, and EHR-connected data.
Primary care teams manage a wide range of patient needs across children, adults, and older adults. PatientLink helps family medicine, internal medicine, general practices, community health centers, rural health clinics, and multi-location organizations automate repetitive patient-facing workflows without replacing the EHR or practice management system their teams already use.
- No app or PatientLink account required
- Visit- and patient-based form rules
- Automatic supported assessment scoring
- Structured EHR data workflows
Connected Primary Care Workflow
From access to actionable data
Connected
01
Appointment & reminder
Patient receives the right next step.
Access
02
Digital intake
History, demographics, consent, and visit-specific forms.
Prepare
03
Screenings & scoring
Supported assessments are collected and scored.
Assess
04
EHR-connected results
Supported information reaches the clinical workflow.
Use
Your patient population spans generations.
Support appropriate workflows for children, adults, and older adults without a one-size-fits-all packet.
Primary care is ongoing.
Automate reminders and recall outreach for wellness visits, physicals, and recurring follow-up care.
Give Your Staff Time Back
Less Administrative Work at Every Step of the Primary Care Visit
PatientLink helps replace repetitive manual work with configurable workflows that begin before the visit and continue through follow-up care.
Reduce Manual Data Entry
Let patients enter histories, demographics, and other information digitally so supported data can move into connected workflows instead of being re-keyed.
Automate the Right Forms
Assign forms by appointment type, age, gender, provider, location, last-completed date, or combinations of supported criteria.
Collect Clinical Information Earlier
Gather supported histories and screenings before the visit so information is available sooner in the patient-care workflow.
Reduce Routine Phone Calls
Give patients digital appointment-request and two-way communication options for appropriate administrative and scheduling needs.
Automate Patient Outreach
Use appointment reminders for scheduled visits and recall workflows for recurring care that still needs to be scheduled.
Keep Existing Systems
Improve patient engagement around the EHR and practice management system your team already uses rather than forcing a rip-and-replace project.
More Time for Patient Care
Technology Should Support the Visit Without Getting in the Way
By reducing repetitive intake, data entry, communication, and follow-up work, PatientLink helps primary care teams spend less time managing administrative tasks and more time focused on patients.
Customer-Reported Time Savings
93%
reported saving 5–10 minutes or more per patient
In a 2026 PatientLink customer survey, 28 respondents reported how much staff time PatientLink saves per patient.
Primary Care Digital Intake
Send the Right Forms Before the Right Visit
A new-patient visit, annual physical, Medicare Annual Wellness Visit, medication follow-up, and behavioral health screening may each require different information. PatientLink lets your configured rules determine the workflow automatically.
Example Workflow Rules
Annual Wellness Visit
Configured
Appointment type
Medicare AWV
+
Patient age
65+
+
Last completed
Outside configured interval
=
Assigned automatically
AWV intake + HRA + fall risk + depression screening + SDOH
Visit-Based Assignment
Use appointment type to trigger visit-specific forms and assessments.
Patient-Based Rules
Use age, gender, previous completion date, and other supported criteria.
Device-Friendly Intake
Patients complete forms from a phone, tablet, laptop, or desktop browser.
No App or PatientLink Account
Patients follow a secure link and complete the workflow from a compatible browser.
Medicare Annual Wellness Visits
Make Annual Wellness Visit Preparation Easier
Medicare Annual Wellness Visits can require substantial patient-reported information before the provider enters the room. PatientLink can automate delivery of configured AWV forms and assessments using appointment type and other supported rules.
Example AWV Information Collection
Health Risk Assessment
Fall Risk
Depression Screening
Functional Status
Social Determinants of Health
Cognitive Questions
Advance-Care Information
Tobacco Use
Alcohol / Substance Use
Custom Practice Questions
Workflow rules can go beyond appointment type.
Supported logic can also use age, gender, provider, location, time since last completion, and other configured criteria.
Primary Care Assessments & Screenings
From Patient Response to Actionable Information
Collecting an assessment is only one step. Someone may still need to score it, identify concerning results, document the information, and make it available to the clinical team. PatientLink helps automate supported parts of that process.
-
1
Deliver
Send the appropriate assessment based on the configured workflow.
-
2
Collect & score
Capture responses electronically and calculate supported assessment scores automatically.
-
3
Flag when needed
Where configured and supported by the EHR, call attention to abnormal or high-risk results.
-
4
Write back
Send supported results as discrete data, documents, or both depending on integration and configuration.
Primary Care Assessment Library
Examples supported by PatientLink
Depression & Anxiety
PHQ-2
PHQ-9
GAD-7
Substance Use
AUDIT-C
DAST
Tobacco Use
Older Adult & Wellness
Medicare Health Risk Assessment
Fall Risk
Functional Status
Whole-Person Care
SDOH
Preventive Screenings
Custom Questionnaires
Quality-Focused Primary Care
Collect Better Data for Quality, Population Health, and Value-Based Care Workflows
Quality improvement depends on having usable information in the right place. PatientLink can help collect patient-reported and screening data used in workflows related to preventive care, quality measures, care gaps, population health, and value-based care.
Depending on the workflow and integration, supported patient-entered information can be delivered as structured, discrete data rather than only as a static document.
Structured Patient Data
Captured once • usable downstream
MIPS / eCQM Workflows
Support relevant data collection
Preventive Screening
Collect targeted information
Care Gaps
Support workflow visibility
Population Health
Standardize patient-reported data
Value-Based Care
Support quality-focused workflows
From Upcoming Visit to Ongoing Care
Keep Patients Informed and Help Keep Primary Care on Schedule
Appointment reminders support visits already on the schedule. Recall workflows support recurring care that patients still need to schedule.
Scheduled Care
Primary Care Appointment Reminders
Automate customizable reminders by SMS, email, and voice. SMS and email communications can connect patients directly to secure digital intake so forms can be completed before arrival.
SMS
Email
Voice
Reminder
Secure link
Intake & screenings
Recurring Care
Primary Care Recall Reminders
Configure when an appointment type should recur, when outreach begins, how often reminders are sent, and when outreach should stop.
- Annual physicals
- Medicare Annual Wellness Visits
- Medication follow-ups
- Chronic-care follow-ups
- Monthly or quarterly visits
- Other recurring appointment types
Patient Access & Communication
Give Patients More Ways to Connect Without Adding More Phone Work
Extend primary care patient engagement beyond intake with digital appointment access, appropriate two-way communication, and post-visit feedback.
Online Appointment Requests
Let new or existing patients request an appointment from your website without a portal login. Collect provider, location, day, insurance, reason-for-visit, and other useful scheduling information while staff retains control of final scheduling.
Explore Appointment RequestsTwo-Way Patient Text Messaging
Give authorized staff another option for scheduling questions, appointment preparation, information requests, follow-up administrative questions, and office instructions while reducing avoidable phone tag.
Explore Two-Way TextingPatient Satisfaction Surveys
Automatically collect feedback after completed visits to better understand the patient experience and identify opportunities to improve.
Explore Satisfaction SurveysNeed more direct access? PatientLink can also support configurable self-scheduling workflows for organizations that choose to offer them.
Digital When Patients Want It. Paper When They Need It.
Give Every Patient a Practical Way to Participate
A primary care population can span nearly every age and comfort level with technology. PatientLink supports mobile-friendly digital intake while preserving structured paper workflows for patients who prefer or require them.
With PatientLink Scan, supported paper responses can be converted into structured EHR data rather than forcing staff to manually enter every answer.
Digital Intake
Patients complete forms from a compatible phone, tablet, laptop, or desktop browser.
Scanned Paper Forms
Patients can use familiar paper forms while PatientLink processes supported structured responses.
Two intake paths → one goal: usable information in the clinical workflow
One Connected Platform
Support More of the Primary Care Patient Journey
Instead of adding a disconnected tool for every workflow, PatientLink can support patient access, preparation, communication, and ongoing care.
Request Care
Give patients digital access.
Remind
Keep scheduled visits top-of-mind.
Collect
Gather visit-specific intake.
Assess
Score and route supported screenings.
Communicate
Continue appropriate patient conversations.
Recall
Bring patients back when care is due.
EHR & Practice Management Integration
Patient Data Is More Valuable When It Is Usable
PatientLink is designed to work alongside existing EHR and practice management systems. Depending on the integration and workflow, supported information collected from patients can be delivered into the systems staff and providers already use.
PatientLink's strength is structured and discrete data. Rather than treating every patient response as information someone must read and re-enter, supported data can be placed into connected clinical workflows in a form that is more useful and actionable.
Discrete structured data
Documents
PM updates
EHR updates
Configurable destinations
Talk to us about your EHR
Built Around Real Healthcare Workflows
Helping Practices Spend Less Time on Repetitive Work
PatientLink has supported healthcare organizations since 1999 and processes more than 100,000 patient forms each month.
Joining forces with PatientLink has allowed us to screen thousands of our patients annually for substance use disorders.
Faster check in times for our new patients and less work for our MA's.
This is technology that allows us to reconnect with our patients.
Primary Care Patient Engagement FAQs
Questions Primary Care Organizations Often Ask
Have a workflow more specific than the examples below? PatientLink can review your forms, systems, integration needs, and operational priorities.
Discuss Your Primary Care WorkflowWhat is primary care patient engagement software?
Primary care patient engagement software helps practices simplify patient interactions before, during, and after visits. Workflows may include digital intake, clinical assessments, appointment reminders, recall outreach, online appointment requests, texting, patient feedback, and integration with existing clinical systems.
Can patients complete primary care forms before arriving?
Yes. Patients can receive a secure link and complete assigned forms from a smartphone, tablet, laptop, or desktop computer. A PatientLink app or PatientLink account is not required.
Can different forms be sent for different types of visits?
Yes. PatientLink can assign forms and assessments using appointment type, age, gender, provider, location, previous completion date, and combinations of supported criteria.
Does PatientLink support Medicare Annual Wellness Visit workflows?
Yes. PatientLink can support configured AWV workflows that include Health Risk Assessments, fall risk, depression screening, functional status, social determinants of health, cognitive questions, advance-care information, and other organization-specific forms.
Does PatientLink automatically score assessments?
Supported scored assessments can be calculated automatically. Depending on configuration and EHR integration, supported results can also be flagged and incorporated into clinical workflows.
Does PatientLink send patient information into the EHR?
Yes. Depending on the EHR, interface, and workflow, PatientLink can deliver supported collected information as discrete structured data, documents, or both.
Can PatientLink support MIPS and eCQM workflows?
PatientLink can support collection of patient-reported and screening information used in quality-measure workflows. Available capabilities depend on the specific measure, required data, configuration, and EHR integration.
Can PatientLink remind patients when they are due for another visit?
Yes. Recall workflows can calculate an expected return date based on the configured frequency of an appointment type and the patient's previous visit. Outreach can continue according to the configured schedule until a qualifying appointment is scheduled or the reminder limit is reached.
Can patients request primary care appointments online?
Yes. PatientLink Appointment Requests can be added to a practice website so patients can submit a request without logging in to a portal. Practice staff retains control of reviewing and finalizing the appointment.
Can primary care practices still offer paper forms?
Yes. PatientLink Scan can support structured paper workflows for patients who prefer or require paper while allowing supported responses to be processed into connected data workflows.
Does PatientLink replace our EHR?
No. PatientLink is designed to work alongside existing EHR and practice management systems rather than requiring primary care organizations to replace their core clinical platform.
Built for Primary Care
Spend Less Time Entering Patient Data and More Time Using It
Show us where intake, screenings, reminders, recurring-care outreach, scheduling, or patient communication creates the most work for your team. We will tailor a demonstration around your primary care workflows, patient population, current systems, and priorities.