New Patient Intake SOP for Front Desk Teams
Healthcare | SOP

Use this when: Front desk staff handle new patient paperwork in different ways.

Owner: [clinic manager]
This covers administration only, not clinical care.

Before the visit:
1. Confirm the referral, if one is needed, and book the appointment.
2. Send intake forms through your approved secure method.
3. Explain what to bring, and any costs that aren't covered.

At arrival:
4. Verify identity and contact details using your approved steps.
5. Explain how personal health information is collected and used, and record consent as your policy requires.
6. Check that forms are complete, and enter them in the record system.

After the visit:
7. Book any follow-up.
8. Send required reports to the referring provider.
9. Report any privacy concern to [privacy officer] right away.

Before you use this: Have your privacy officer align this with your province's health privacy law and your college's standards.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/healthcare-sop