Patient Intake SOP Template for Healthcare

# Patient Intake SOP — Healthcare **SOP Number:** HC-PI-001 | **Version:** 1.0 | **Department:** Administration & Clinical ## Purpose To ensure accurate patient registration, efficient check-in, and HIPAA-compliant data handling. ## Procedure 1. **Pre-Appointment (24 hours before)** - Send appointment reminder (SMS/email) - Request patient complete digital intake forms - Verify insurance eligibility online 2. **Arrival** - Greet patient within 60 seconds - Verify identity (government ID) - Confirm appointment details - Collect insurance card (front and back) 3. **Registration** - Enter/update patient demographics in EHR - Confirm primary care physician and referral (if applicable) - Collect co-pay or estimated patient responsibility - Issue receipt 4. **Clinical Handoff** - Notify clinical staff of patient arrival - Hand off intake forms and reason for visit - Escort to waiting area or exam room 5. **HIPAA Compliance** - Ensure Notice of Privacy Practices signed annually - Never discuss patient info in public areas - Secure all paper forms before end of day ## KPIs - Check-in time: <5 minutes - Patient wait time after check-in: <15 minutes - Insurance verification accuracy: >99% - HIPAA incident rate: 0