Patient intake flowchart template

    Last updated November 3, 2026

    A patient arrives and is greeted. Insurance on file prints the forms. Missing insurance means collecting the card. Vitals are recorded and the patient is ready for the clinician. This is a picture of the desk, not a medical record. FlowSimp is completely free to use — no sign-up required.

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    What does this template look like?

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    When should you use it?

    Use it to show the front desk what happens before the clinician, including the case with no card on file.

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    What does each step mean?

    1. Patient arrives is the trigger. Greet them is a real step, not a decoration.
    2. Insurance on file? prints forms or collects the card.
    3. Record vitals happens on both paths in this sample. Move it if your clinic takes vitals only after registration.
    4. Ready means the clinician can start. It is not a diagnosis.