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Patient Intake & Scheduling

Run the front desk without the pile of clipboards — work today's schedule and the intake queue, fill open slots from the waitlist, capture forms, insurance, and consents digitally, and let automated reminders cut your no-shows. Providers get a clean "my day"; patients handle their forms from a portal.

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Categories
Scheduling, Healthcare
Includes
5 roles, 11 tables, 21 workflows

Describe your version of Patient Intake & Scheduling — we’ll build it now.

Start from this template, or describe your own version and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

patient-intake-scheduling-6d9168.tada.app
Front desk — today's schedule
Front desk — today's schedule
patient-intake-scheduling-6d9168.tada.app
Provider — my day
Provider — my day
patient-intake-scheduling-6d9168.tada.app
Patient portal
Patient portal

What’s inside.

Everything here installs with the template, running on the same backend as every Tadabase app.

5 user roles
Front-desk/Admin, Provider, Patient, Org Admin/Compliance, Public intake/booking
11 data tables
Patients, Appointments, Appointment Slots, Intake Forms, Insurance, Consents, Waitlist, Reminders
21 workflows
Booking confirmations, TCPA-gated reminders, no-show sweep, waitlist matching
9 email templates
Confirmations, reminders, intake nudges, no-show and waitlist notices
6 AI agents
Intake Verification, Schedule Gap & No-show Risk, Front Desk, Provider, Patient Companion, Compliance
Sample data
Demo users for every role + seeded patients, appointments and forms — optional at install
Security
Row-level security on every table

The data model, drawn.

11 tables and 25 relationships, with row-level security on all 11. Real tables with real fields, not a mock-up.

Data model of the Patient Intake & Scheduling template 11 tables and 25 relationships; 10 tables link to Clinics. The complete list of tables and relationships follows the drawing. Clinics 9 fields, 10 tables link here 10 tables link to Clinics Providers 9 fields Links to Clinics Patients 21 fields Links to Clinics Appointment Slots 8 fields Links to Clinics Appointments 19 fields Links to Clinics Intake Forms 15 fields Links to Clinics Insurance 14 fields Links to Clinics Consents 9 fields Links to Clinics Reminders 10 fields Links to Clinics Waitlist 10 fields Links to Clinics Audit Log 9 fields Links to Clinics Assigned Provider Provider Booked Appointment Patient Provider Slot Intake Form Patient Assigned Provider Patient Patient Patient Appointment Patient Preferred Provider
Relationship, from the linking table to the one it points at Row-level security on (11 of 11) Links to Clinics (10 tables) Hover or focus a table to name its relationships.

  1. Clinics 9 fields, row-level security on

    Referenced by other tables

  2. Audit Log 9 fields, row-level security on

    Links to Clinics (Clinic)

  3. Providers 9 fields, row-level security on

    Links to Clinics (Clinic)

  4. Patients 21 fields, row-level security on

    Links to Clinics (Clinic), Providers (Assigned Provider)

  5. Intake Forms 15 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient), Providers (Assigned Provider)

  6. Insurance 14 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient)

  7. Consents 9 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient)

  8. Waitlist 10 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient), Providers (Preferred Provider)

  9. Appointments 19 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient), Providers (Provider), Appointment Slots (Slot), Intake Forms (Intake Form)

  10. Appointment Slots 8 fields, row-level security on

    Links to Clinics (Clinic), Providers (Provider), Appointments (Booked Appointment)

  11. Reminders 10 fields, row-level security on

    Links to Clinics (Clinic), Patients (Patient), Appointments (Appointment)

Who does what.

Built for clinic front desks where the morning starts with a full schedule, a stack of intake forms, and a phone that won't stop ringing.

Your front desk can

  • Run today's schedule and the intake queue from one screen
  • Fill cancellations from the waitlist instead of losing the slot
  • Capture intake forms, insurance, and consents digitally — no clipboards, no scanning

Your providers can

  • Open "my day" and see just their own visits — who's next, who's checked in

Your patients can

  • Complete forms and consents from their own portal before they arrive
  • See their upcoming visit details without calling

Your org admin / compliance can

  • Verify consents are on file and trace any record's history in the audit log

Appointment reminders schedule and send themselves, so the no-show rate falls without anyone working a call list. Row-level security scopes Front-desk/Admin, Provider, Patient, and Org Admin/Compliance to their own views.

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Make it yours.

Start from this template, or describe your version of it and Tadabase AI builds that instead.

Plain English. It asks follow-up questions like a real developer.

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  • Unlimited app users
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