Patient Intake & Onboarding SOP

Eliminate inconsistent patient experiences with a fully documented, ready-to-use intake process.

This SOP covers the complete patient journey — from booking confirmation to post-visit follow-up — in 23 structured steps across 5 colour-coded phases.

What's inside:

• 🏥 5 Phases: Pre-Arrival · Arrival & Check-In · Clinical Pre-Consultation · Check-Out · Post-Visit Follow-Up
• 👥 Roles & Responsibilities table — who does what at every step
• 📋 23 step-by-step procedures with owner, time estimate, and system instructions
• ✅ Quick Reference Checklist — print and use at reception daily
• 📊 6 KPIs with targets, measurement methods, and review frequency
• ⚠️ Non-compliance protocol and escalation rules included
• ✍️ Approval signature block for clinic manager sign-off

Customise the highlighted fields for your clinic's systems, tools, and staff titles in under 30 minutes.

✔ Delivered as a branded PDF — ready to print and use immediately

✔ Notion template link included inside the PDF — duplicate to your workspace for the interactive digital version

✔ Print-ready for staff training binders

✔ English version included · Spanish version available on request

✔ SOP code: OPS-INT-001