Pre-Arrival/Pre-Admission
Patient actions
- Schedules appointment or procedure
- Receives pre-arrival instructions
- Completes intake forms
- Uploads insurance and ID
- Reviews medication list
- Confirms transportation and caregiver support
Frontstage
- Scheduling call center
- Digital scheduling portal
- SMS/email reminders
- Pre-op nurse outreach
- Financial counseling
Backstage & systems
- Eligibility verification & prior auth
- Risk stratification
- Medical record retrieval
- Bed forecasting and capacity planning
- EHR · scheduling · CRM · clearinghouse · identity/consent
Patient safety risks
- Incomplete medication history; missed allergies
- Incorrect demographic data
- Missing prior imaging/labs
- Inadequate pre-op instructions; language barriers
UX opportunities
- Digital intake completion before arrival
- Medication reconciliation wizard
- Multilingual onboarding
- Family caregiver access
- Real-time arrival instructions & intelligent reminders
Protocols
Identity verification: full legal name · DOB confirmation · government ID · insurance verification.
Pre-procedure safety: NPO instructions · anticoagulation management · allergy documentation · transportation confirmation.