01 / Intake
Intake
Patient requests via embedded form on your site, email forwarding from the front desk, or manual entry. Triage level auto-assigned from symptom keywords.
Patient intake without the spreadsheet. Care team routing without the WhatsApp group. Audit trails without the panic. Klientele is the operating system for clinical practices that don't have time for a clunky EHR.
Most clinical practices outgrow basic scheduling tools fast — and the alternatives are EHR platforms designed for hospitals, not for practices that want to deliver care without becoming software administrators. Klientele sits in the middle: structured enough to handle intake, triage, and care coordination; light enough that your clinicians never need a training course.
Average front-desk handover per new patient (most of it manual)
Tools the average mid-sized clinic uses to schedule + chart + bill
Of patient follow-ups that slip through fragmented systems
Every Klientele workspace ships with this template pre-applied. Override anything; every layer is editable from day one.
Terminology overrides apply across the entire workspace — inbox, sprint board, invoice headers, audit log entries, and email notifications.
HIPAA-conscious audit settings with extended retention. Access logging on every PHI touch. Role-based access from clinician to front desk.
Every Klientele platform pillar adapts to your industry. Here's how each plays in healthcare practices.
Patient requests via embedded form on your site, email forwarding from the front desk, or manual entry. Triage level auto-assigned from symptom keywords.
Care team capacity respected per clinician. Treatment plans replace sprints. Dependencies (e.g., lab results before consult) surface clearly.
Co-pay invoicing. Insurance authorization tracking as a status. Patient communication through templated emails — no more copy-paste from the clinic notepad.
Clinician dashboards show their panel + today's appointments. Front desk sees the intake queue + denied authorizations. Admin sees patient volume, denial rates, no-shows.
Pre-configured for primary care, specialty practices, dental, mental health. Adjust triage levels, treatment-plan templates, and authorization workflows per practice.
Four specific scenarios pulled from how healthcare practices actually use Klientele day-to-day.
Twenty-three patients awaiting authorization. Klientele shows oldest-first, with auto-reminders on day 3 and day 7. Filter by insurance carrier to chase the worst offender in one batch.
Open my dashboard. See today's appointments, follow-ups due this week, three patients with pending lab results. Click into one to see history, last visit notes, and current care plan. No system-switching.
Patient calls. Open the intake form, capture demographics + symptoms + insurance. Klientele auto-assigns triage level, routes to the right clinician's queue, and starts the care plan template. Total time: 4 minutes.
Open the executive dashboard. See volume by clinician, average resolution time, denial rate by carrier, no-show rate. Identify the two clinicians at capacity and the one carrier driving 60% of authorization denials.
Healthcare practices typically need Agency-tier (₹29,999/mo) — 20 seats, unlimited patients, HIPAA-conscious audit chain, white-label patient portal. Smaller solo or two-practitioner practices can start on Team.
No — Klientele handles operations (intake, care coordination, comms, billing) but is not a clinical record system. Most clinics use Klientele alongside a lightweight EHR, with patient identifiers linking the two.
Klientele is built with HIPAA-conscious controls — encryption, audit logs, role-based access, BAA available on Agency-tier contracts. Formal HIPAA certification is in progress for late 2026.
Via the embedded widget on your website — patients submit service requests that land directly in your intake queue. Direct calendar booking (slot picker) is on the roadmap for Q3 2026.
Yes. Telemedicine practices use Klientele's intake + care plan + invoicing flows the same as in-person practices. Video conferencing is handled by your existing tool (Zoom, Doxy.me); Klientele links the session via a custom URL field.
CSV bulk import for patients and historical appointments. Custom field mapping for MRNs, insurance details, treatment history. We have helped multi-practitioner groups migrate from Practo, Lybrate, and homegrown systems.
Pick the Healthcare template at signup. Be operating in 15 minutes. Free for 14 days. No credit card.