Patient Intake

Intake Queue

Manage callback requests from new patients. Call to collect information before their first visit.

Filter & Overview

Status Pending Step Callback Window Sort By

3 Urgent

4 New

3 In Progress

1 Complete

By Step:

2 @ Callback

1 @ Insurance

1 @ Form

1 @ Booking

Intake Requests

Name	Checklist	Next Step	Status	Action
Elena Vasquez (555) 123-4567	✓ Gen Call Ins Form Book	Schedule callback Prefers afternoons	New	Continue →
Marcus Chen (555) 234-5678	✓ Gen ✓ Call Ins Form Book	Confirm insurance Aetna - pending verification	In Progress	Continue →
Priya Sharma (555) 345-6789	Gen Call Ins Form Book	Call today Flexible 9am-5pm	New	Continue →
David Okonkwo (555) 456-7890	✓ Gen ✓ Call ✓ Ins Form Book	Form sent Awaiting signed form	In Progress	Continue →
Sophie Laurent (555) 567-8901	Gen Call Ins Form Book	Callback at 2:00 PM Today, Jan 21	New	Continue →
James Mitchell (555) 678-9012	✓ Gen ✓ Call ✓ Ins ✓ Form Book	Book appointment Ready for scheduling	In Progress	Continue →
Ana Rodriguez (555) 789-0123	Gen Call Ins Form Book	Schedule callback Weekdays only, speaks Spanish	New	Continue →
Michael Torres (555) 890-1234	✓ Gen ✓ Call ✓ Ins ✓ Form ✓ Book	All steps complete Appt: Jan 25, 10:00 AM	Complete	View →
Sarah Kim (555) 901-2345	Gen Call Ins Form Book	Cancelled by patient Jan 20, 2026	Cancelled	View →