EMR Integration

How to Automate Patient Intake for CureMD Telehealth Visits

Written by Aubreigh Lee Daculug | Feb 9, 2026 11:00:00 PM
💡 Telehealth patient intake forms for CureMD workflows let practices collect consent forms, HIPAA releases, and patient history via SMS before the video visit begins. Patients sign documents on their phone and update their medications and allergies, all without staff lifting a finger.

This data syncs directly to the CureMD chart. So when the provider logs in, everything is ready. No chasing signatures. No wasted time.

The result is a faster, smoother virtual visit that saves an average of 7 to 10 minutes per appointment.

A doctor starts a video visit and the first thing they say is, "Did you sign the consent form I emailed?" The patient looks confused. Minutes tick by. The visit that should have been about care turns into a paperwork scramble.

This happens more often than you might think. Many practices using CureMD for telehealth still handle intake the old-fashioned way.

They email forms, wait for faxes, or try to collect signatures during the call itself. It slows everything down and frustrates everyone involved.

The truth is, a virtual visit should start with "How are you feeling?" not "Please sign this form." When you collect patient history before a video visit, you free up the provider to focus on what matters most. That means better care, happier patients, and a more productive schedule.

This is where telehealth patient intake forms for CureMD workflows change the game. By sending digital consent forms for telemedicine to patients through a simple text message, you can gather everything you need before the appointment even starts.

Signatures, medical history, insurance cards, and even copays can all be handled ahead of time.

Curogram makes this process easy by working directly with your CureMD telehealth workflow. It detects upcoming telemedicine appointments and automatically sends patients a text with their forms.

The patient fills everything out on their phone, and the data flows right into the CureMD chart.

In this article, we will walk you through how this works step by step. You will learn how to set up a remote patient onboarding process that saves time, reduces risk, and makes virtual care feel seamless for both your team and your patients.

Why Admin-Heavy Video Calls Are Hurting Your Practice

Think about a typical 15-minute telehealth slot. The connection is made, but instead of jumping into the exam, the provider spends the first eight minutes asking about consent forms and typing out a new medication list.

That is more than 50% of the visit wasted on tasks that could have been handled before the call.

What Your Practice Is Really Losing

This is not just annoying. It is a real problem for patient satisfaction. When virtual visits feel rushed, patients leave unhappy.

They may not come back, and they are unlikely to leave a good review.

  • Lower patient satisfaction scores that hurt your online reputation over time
  • Reduced clinical quality because providers cannot complete a thorough assessment
  • Compliance exposure from conducting visits without a signed telehealth consent on file
  • Lost revenue as dissatisfied patients choose other practices

There is also a serious compliance gap to consider. In many states, you cannot legally conduct a telemedicine visit without a signed telehealth consent on file.

If you are scrambling to get that signature during the call, you are exposing your practice to liability. Digital consent forms for telemedicine solve this by collecting signatures before the visit even begins.

The bottom line is simple. Every minute your provider spends on paperwork during a video call is a minute they are not spending on patient care. That is bad for outcomes, bad for satisfaction scores, and bad for your bottom line.

How the Automated Intake Workflow Actually Works

The process starts when Curogram detects a telemedicine appointment type in your CureMD schedule. Once it spots that trigger, it kicks off an automated sequence through integration for Telemedicine, automating obtaining informed consent and streamlining patient check-in. The entire intake process happens without any effort from your staff.

The Step-by-Step Sequence

Here is what the patient experiences from their side.

All through a simple text message on their phone:

  • 24 hours before the visit, the patient receives a text: "Please sign your consent forms before tomorrow's visit."
  • Digital signature — the patient signs on their phone screen with their finger. A signed PDF is generated and uploaded to CureMD Documents.
  • Clinical history update — the patient updates their medications and allergies on their phone. This data maps straight to the CureMD clinical chart.
  • Chart is prepped — by the time the doctor logs in, the consent icon is green and the chart is ready to go.

Notice that none of these steps require your front desk to do anything. The CureMD telehealth workflow runs on its own once the appointment type is set.

Your team can focus on in-office patients while the system handles remote patient onboarding in the background.

This is what it means to collect patient history before a video visit. By the time the provider connects, there are no forms to chase, no signatures to request, and no awkward pauses while someone types in a medication list. The visit starts with a clinical question instead of an administrative one.

Seamless Data Sync Between Curogram and CureMD

One of the biggest problems with tools like Zoom is that they are just video. They do not push any data back into your EMR. That means someone on your team has to manually enter all the intake information after the call.

Curogram is different because it sends the intake data directly into CureMD.

This real-time sync through CureMD integration means that the patient's signed consent forms, updated medical history, and insurance details all appear in the right place in the chart. There is no double entry, no missing information, and no paperwork piling up after the visit.

Built-In Billing and Payment Features

Curogram also supports insurance verification during the tele-intake process. Patients can snap a photo of their insurance card on their phone, and your billing team can verify coverage before the provider interaction even occurs.

This helps you avoid costly surprises and denied claims down the road.

Here is what your billing team gains:

  • Insurance card images captured and stored in the patient chart before the visit
  • Coverage verified ahead of time so there are no billing surprises after the call
  • Copay collection built into the intake flow, gating the video link behind payment if needed

You can even gate the video visit behind a copay payment. The patient receives a message that says something like, "Please pay your $20 copay to unlock the video link."

This way, you collect patient history before the video visit and handle payment in one smooth step. It is remote patient onboarding at its best.

How Tele-Intake Protects Your Practice From Compliance Risk

Telehealth regulations are not the same in every state. Some states require a specific telehealth consent form that is separate from your general treatment consent.

Others require that the patient acknowledges the risks and limitations of virtual care in writing before the visit begins. If your practice does not have these documents signed and on file, you are taking a serious legal risk.

The challenge is that most practices know this, but they still end up chasing signatures at the last minute. A provider starts the call, realizes the consent is missing, and asks the patient to sign during the visit.

That is not just a waste of time. It also creates a gray area around whether the consent was truly obtained before care was delivered.

What Curogram Handles Automatically

  • State-specific telehealth consent forms sent to patients via text before the appointment
  • HIPAA authorization and privacy notices delivered alongside clinical intake forms
  • Time-stamped e-signatures stored as signed PDFs inside CureMD Documents for audit trails
  • Configurable reminders and video link blocking to ensure nothing is missed

When digital consent forms for telemedicine are collected ahead of time through Curogram’s CureMD integration for HIPAA Compliant Telemedicine, obtaining informed consent becomes automatic and unambiguous.

The signed document sits in the chart with a clear timestamp showing it was completed before the visit.

If you are ever audited or face a complaint, that trail protects your practice. It also means your providers can stop worrying about paperwork and focus entirely on the patient.

Compliance does not have to be complicated. When your CureMD telehealth workflow includes automated consent collection, it becomes just another background task that runs without anyone thinking about it.

What This Means for Your Patients and Your Team

Patients do not want to spend their virtual visit filling out forms any more than your providers want to spend it waiting on signatures. When you handle remote patient onboarding before the call, you send a clear message to your patients: their time matters.

A Better Experience for Patients

From the patient's point of view, the process is simple. They get a text, tap a link, sign a few forms, and update their information. The whole thing takes about three to five minutes on their phone.

There is no app to download, no portal to log into, and no confusing email chain to follow.

When the video visit starts, they are not asked to repeat their medication list or spell out their allergies. The provider already has everything. The conversation begins with care, not paperwork. That kind of experience builds trust and keeps patients coming back.

Less Busywork for Your Front Desk

Your staff benefits just as much. Without automated tele-intake, someone on your team has to manually send forms, follow up on missing documents, and enter data into the chart. That adds up fast, especially if your practice runs dozens of telehealth visits per week.

With Curogram handling the process, your front desk gains back hours every week.

 

 

Here is where they see the biggest relief:

  • No more calling or emailing patients to chase consent forms before virtual visits
  • No manual data entry since patient responses sync directly to the CureMD chart
  • Fewer interruptions during visits because providers have everything they need upfront

The result is a leaner workflow that lets your team focus on in-office patients and higher-value tasks. When you collect patient history before a video visit through automation, you stop asking your staff to do work that technology can handle faster and more reliably.

Frequently Asked Questions 

Are e-signatures on phones legal?

Yes. Curogram captures time-stamped, legally binding electronic signatures that meet all compliance standards. These digital signatures are accepted in every state and hold up under audit.

What if they don't fill it out?

You can set the system to send an urgent reminder one hour before the visit. You also have the option to block the video link until the critical consent form is signed. This way, you never start a visit without the right documents in place.

Can we use this for new patients?

Yes. The tele-intake process effectively turns a new patient visit into an established one before they ever appear on screen. By the time the provider connects, the chart already has the patient's full history, signed consents, and insurance details.

Make Every Minute of Your Virtual Visit Count

Telehealth is supposed to make healthcare easier for everyone. But when your virtual visits start with paperwork instead of patient care, you lose the very advantage that makes telehealth valuable.

By using telehealth patient intake forms with CureMD integration for HIPAA Compliant Telemedicine, you can take all the admin work out of the video call. Consent forms, medical histories, insurance cards, and copays are all collected before the appointment begins.

Your provider logs in to a prepped chart and starts with the question that matters most: "How are you feeling?"

This is not just about saving a few minutes. It is about creating a better experience for your patients and a more productive day for your team.

When you streamline remote patient onboarding, you reduce compliance risk, cut down on no-shows, and boost patient satisfaction at the same time.

The practices that get the most out of their CureMD telehealth workflow are the ones that treat intake as something that happens before the visit, not during it.

That small shift makes a big difference in how your patients feel about your care and how much your providers can accomplish in a day.

Ready to see how it all comes together? Schedule a demo with Curogram and watch the full intake-to-video flow in action.