Patient Intake Processor — extract data from medical forms

How does it process patient intake forms?

CodeWords Patient Intake Processor reads your scanned or digital intake forms and pulls out all the important details for you. Instantly capture patient names, contact info, medical history, and more—no typing required. The whole process runs in the background, so you can focus on care rather than clerical work.

What information does it extract and organize?

This template extracts key details like contact data, insurance information, medical conditions, allergies, and emergency contacts from your forms. All the data is organized and ready to send to your preferred system—saving you hours of manual work each week and reducing the chance for errors.

How can you use the extracted data?

Once the information is captured, you can export it to your EHR, send it to staff, or use it for reporting—without lifting a finger. Reliable, accurate data means smoother patient onboarding and happier teams.

What do you need to get started?

Upload your intake forms in PDF or image format and set your schedule or triggers. You'll be guided through connecting your storage (like Google Drive) and selecting where the extracted data should go. No technical setup required—just a few clicks and you’re ready.