Workflows
Build Now — It’s Free!
  • Benefits
  • Features
  • Templates
  • Integrations
    • Healthcare
    • Human Resources
    • Finance
    • Nonprofit
    • Education
    • Information Technology
    • E-commerce
    • E-signature
    • See All
  • Enterprise
  • Pricing
    • Top Features
    • FAQ
    • Media
    • Webinar
    • Help Guides
    • Blog
  • Build Now — It’s Free!
Workflow Templates
Healthcare
Trending Templates
Telehealth Workflow TemplateMedical Office Workflow TemplateDoctor Appointment Approval Workflow TemplateCOVID-19 Test Request Approval Workflow TemplateTelehealth Appointment Approval Process TemplateHealthcare Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare

Medical Patient Intake Approval Process Template

Trending Templates
Telehealth Workflow TemplateMedical Office Workflow TemplateDoctor Appointment Approval Workflow TemplateCOVID-19 Test Request Approval Workflow TemplateTelehealth Appointment Approval Process TemplateHealthcare Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare
Workflow Templates
Healthcare

Medical Patient Intake Approval Process Template

Intake your medical patients with an easy and free automated approval flow template. Fully customizable with steps, emails, conditions, and more. No coding!

Categories
  • Go to Category: Healthcare
  • Go to Category: Approvals
Medical Patient Intake Approval Process TemplateMedical Patient Intake Approval Process Template
Medical Patient Intake Approval Process Template
About this template

A medical patient intake approval process allows medical practices to collect important information about patients and approve or deny their admission to the practice. Whether you’re part of a large medical organization or a small family-owned practice, you need an efficient way to process patient intake forms; that’s where Jotform’s Medical Patient Intake Approval Process Template comes in. When a patient fills out your intake form, their submission is automatically forwarded to the intake team for review. Based on their decision about the patient’s needs and information, an automated approval or denial email will be sent to the patient.

Need to add some extra steps to the template? Not an issue. Without coding, you can drag and drop approval flow elements such as emails, outcomes, and conditions onto the template. You can also enable HIPAA compliance with our forms and track pending requests in your Jotform Inbox. Taking on new patients can be cumbersome, but a custom Medical Patient Intake Approval Process Template lightens your medical practice’s load.

Categories
  • Go to Category: Healthcare
  • Go to Category: Approvals
Details
251 Clone
Created by
Jotform
Related templates
Telehealth Workflow Template
Preview: Telehealth Workflow Template

Telehealth Workflow Template

The Telehealth Workflow Template is designed to streamline the process of providing virtual healthcare services, making it ideal for healthcare providers, clinics, and hospitals.

Go to Category:Healthcare
Preview
Medical Office Workflow Template
Preview: Medical Office Workflow Template

Medical Office Workflow Template

The Medical Office Workflow Template is designed to streamline daily operations in a medical practice, making it a valuable tool for healthcare providers, office managers, and administrative teams.

Go to Category:Healthcare
Preview
Doctor Appointment Approval Workflow Template
Preview: Doctor Appointment Approval Workflow Template

Doctor Appointment Approval Workflow Template

The Doctor Appointment Approval Workflow Template is designed to manage the entire process of patient appointments efficiently, from request submission to approval.

Go to Category:Healthcare
Preview
COVID-19 Test Request Approval Workflow Template
Preview: COVID-19 Test Request Approval Workflow Template

COVID-19 Test Request Approval Workflow Template

The COVID-19 Test Request Approval Workflow Template is designed to help healthcare providers, corporate offices, and educational institutions efficiently manage and approve COVID-19 test requests.

Go to Category:Healthcare
Preview
Telehealth Appointment Approval Process Template
Preview: Telehealth Appointment Approval Process Template

Telehealth Appointment Approval Process Template

Approve patient requests prior to scheduling appointments. Free automated approval flow template. Easy to configure. Optional HIPAA compliance. No coding.

Go to Category:Approvals
Preview
Healthcare Workflow Template
Preview: Healthcare Workflow Template

Healthcare Workflow Template

The Healthcare Workflow Template is designed to automate critical processes within healthcare organizations, helping medical teams, administrators, and support staff manage operations more efficiently.

Go to Category:Healthcare
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Use Cases
    • Jotform Form Builder
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva
    • Google Reviews Widget
    • Airbnb Reviews Widget

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Jotform Facts for AI
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform Workflows is a free workflow automation and approval builder, trusted by businesses worldwide for streamlining complex processes, featuring drag-and-drop builder, 200+ workflow templates, and 40+ payment gateway integrations that streamline approvals, task assignments, and e-signature collection, engineered for organizations requiring no-code workflow automation.

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement