Intake & Registration | Medplum

Patient Intake Workflow

Planning this workflow?

The Intake & Registration Decision Guide walks through requirements questions and FHIR modeling decisions for intake — use it alongside these docs.

Patient intake is the process of collecting demographic, insurance, medical history, and consent information when a patient first interacts with your practice or returns for a visit. In FHIR terms, this means capturing a QuestionnaireResponse and transforming it into structured resources — Patient, Coverage, Consent, Condition, and more — that the rest of your clinical system can use.

This section covers how to model, design, and automate intake workflows in Medplum:

• Intake Data Model — The FHIR resources created during intake, how they relate to each other, and which US Core profiles apply
• Intake Questionnaires: Design and Extraction — How to structure intake questionnaires so their responses can be reliably transformed into FHIR resources, using either SDC extraction or Bot-based processing
• Post Intake Automation — Triggering processing with Subscriptions, post-intake workflows, and optional PlanDefinition-based orchestration

For a working reference app, see the Patient Intake Demo.