Healthcare accelerator

Patient Intake

Connect how patients first reach you, book their visit and begin care — alongside your existing hospital information system or EHR.

Clinics & specialty providersHospitalsUrgent care

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Illustration of a patient intake screen built on Salesforce

What We Do

Patient Intake is a Zime accelerator on Salesforce that connects how providers capture enquiries, book appointments and start care, working alongside their existing HIMS or EHR. It is designed to improve responsiveness and reduce manual work.

What business challenge does it address?

Patients reach providers through calls, web forms and messaging, but intake often runs on paper, phones and memory. Enquiries go unanswered, records are duplicated and staff spend time re-entering information.

Enquiries missed or answered late

Duplicate patient records

Staff time lost to manual data entry

What it brings together

From first enquiry to first visit

Capture every enquiryCalls, web forms and messages brought into one place.

Book with less effortAppointments that fit both patients and clinicians.

Start care soonerRecords ready from the first visit, with AI reducing manual entry.

Built on Salesforce Health Cloud or Sales Cloud, with Service Cloud

Tied to outcomes

The business outcomes it is designed to improve

Technology is the enabler. These are the results Patient Intake is shaped around.

Enquiry response time

Enquiry-to-appointment conversion

Duplicate records avoided

Data entry time saved

Industries that use Patient Intake

Hospitals, Specialty Clinics and Home Healthcare →Digital Health & Telemedicine →

Patient Intake: FAQs

Do we need Health Cloud for Patient Intake?

Not necessarily. Many providers start on Sales Cloud. Health Cloud adds value when you also manage care plans and clinical programs.

Does it work with our hospital information system?

Yes. It is designed to work alongside your HIMS or EHR, which stays the clinical system of record.

Explore what Patient Intake could do for your business.

Schedule a 30-minute consultation. Tell us the outcomes you're working towards, and we'll show how this accelerator could support them.

Schedule Consultation