New patient onboarding
- Registration and medical history forms
- Insurance and eligibility information
- Consent and required documents
Save hours of admin time every week.
Carrick helps healthcare teams streamline patient intake projects — including insurance verification and form collection — using compliant, text-based tools.
Stop chasing patients. Start getting responses.
- Drastically reduce call volume
- Increase form completion rates
- Eliminate costly paper-chasing workflows
Trusted by healthcare teams
Partnering with top healthcare organizations throughout North America
Connected patient intake
Intake is a workflow, not just a form
Carrick connects the way patients enter a process with the information they provide, the reminders they receive, and the staff responsible for the next step. Forms, calls, messages, translation, AI assistance, and status updates stay part of one patient conversation.
- 01
Offer more ways into the workflow
Start intake from a message, booking link, QR code, phone conversation, reminder response, or staff-created request.
Explore connected conversations - 02
Collect the right information
Send forms, consent requests, insurance questions, screening questionnaires, and translated messages where enabled.
Explore forms and translation - 03
Close information gaps
Notify patients about missing details, confirm receipt, route exceptions, and keep staff ownership visible until intake is complete.
Explore status notifications
It has significantly reduced the time staff spend calling patients and responding to voicemail. It allows the program to reallocate time to other clinical and administrative tasks. As well, patients are finding it much easier to contact the clinic, ask questions, and book or adjust their screening appointments.
Greg Doyle
Provincial Manager, Breast Screening Program, NL Health Services
Why intake teams choose Carrick
Collect information with less chasing while keeping patients and staff clear on the next step.
Clear completion status
See what has been received, what is missing, and who owns the follow-up
Less manual chasing
Schedule reminders and confirmations around the intake workflow
Faster administrative routing
Move complete requests to the right team and surface exceptions for review
Shared staff context
Keep forms, messages, calls, notes, ownership, and status in one history
Simpler patient experience
Let patients provide information from the phone they already use
Flexible intake pathways
Configure steps for onboarding, screening, referrals, eligibility, or follow-up
Built for intake that continues beyond submission
Connect collection, confirmation, review, and follow-up around the patient and the responsible team.
Missing information and status
- Reminders for incomplete or outdated details
- Confirmation when information is received
- Clear routing when staff review is required
Screening and connected systems
- Program and pre-visit questionnaires
- Translation where enabled
- Purpose-built healthcare integrations
Real-world results
A communication workflow patients and staff can actually use
NL Health Services scaled Carrick across more than 30 clinics and 70,000 patients, with strong patient and staff feedback on access, usability, and engagement.
Read the NL Health Services case study83%
of patients found texting the clinic easier
92%
of staff found Carrick user-friendly
70k+
patients supported across the province
See Carrick in your workflow
Turn intake into a connected workflow
Bring us the forms, missing-information steps, staff handoffs, and systems involved today. We’ll map a clearer path from patient entry to completed intake.
Map your intake workflowRelated resources
Explore what Carrick can do for your team
Continue with the platform capabilities, practical guidance, and results most relevant to your workflow.
Collect patient information with online forms
Connect digital forms, questionnaires, and intake responses directly to the patient conversation.
Learn moreConnect intake with your healthcare systems
See how Carrick supports purpose-built EMR connections and responsible healthcare data exchange.
Learn moreReview HIPAA-compliant communication
Learn how secure patient messaging can support healthcare intake workflows in the United States.
Learn moreReview PIPEDA and PHIPA compliance
Explore secure patient communication considerations for Canadian healthcare organizations.
Learn more