Photo ID and insurance card
Healthcare template
Patient intake document checklist
Request the documents a patient needs to send before an appointment or administrative review.
Inside the request builder
New patient intake, packaged as one request
Insurance, personal information, and supporting items grouped for a clean pre-visit intake under a BAA.
- Insurance card (front and back) up top
- Personal info: legal name, DOB, address, emergency contact
- Optional preferred-pharmacy and other fields
Common intake items
Use this as a starter list when a billing service, credentialing firm, or back-office vendor is collecting intake documents on behalf of a provider.
If your providers run an EHR like SimplePractice, TherapyNotes, or Jane App, patient intake is bundled there — that is the right tool for the clinical side. This checklist is for the back-office case where a business associate (billing, RCM, prior-auth support) needs to collect intake or supporting documents under a BAA. See the HIPAA document collection page for the security and retention details.
Completed intake forms
Referral or authorization documents
Relevant records or prior results
A simpler patient upload flow
Patients open the secure link, upload the requested documents, and do not need a SendMeDocs account.
No app install, no password reset. The upload page works in any mobile browser, which is where most patients photograph an insurance card or ID. SMS delivery covers patients who do not check email reliably. The for medical billing & credentialing page describes the broader back-office workflow.
Mobile-friendly upload links
Email or SMS delivery
Self-serve BAA on every paid plan
Starter checklist
Identification
Photo ID, insurance card, and guarantor details.
Forms
Intake forms, consent forms, privacy acknowledgements, and policy signatures.
Clinical support
Referrals, prior records, lab results, or imaging reports.
Questions
Does this replace an EHR portal?
No. SendMeDocs is for secure document collection and sits beside existing clinical systems. If your providers run an EHR with bundled patient intake, that is the right tool for clinical workflows.
Is a BAA available?
Yes. A self-serve BAA is included on every paid plan starting at $12 per month. No upcharge.
Can patients upload from a phone?
Yes. The upload page is mobile-first. Most patients photograph IDs and insurance cards directly from their phone.
How long are uploaded files kept?
You set the retention window per request (30, 60, 90 days, or custom). Files auto-delete on that schedule so old PHI does not accumulate.