Lido reads handwritten and printed patient intake and registration forms, extracting demographics, insurance information, medical history, allergies, and current medications, and produces a structured spreadsheet ready for EHR import or front-desk data entry review. Your staff spends time with patients, not transcribing paper forms.
.png)
.png)
Patient intake is the first touchpoint in the clinical workflow, and the one most likely to introduce data errors. When front-desk staff transcribe handwritten forms under time pressure, medication names get misspelled and allergy codes get missed. Lido extracts the form data directly so your staff reviews, not transcribes.
Patients complete paper intake forms in the waiting room. A front-desk staff member scans the completed form on a document scanner or photographs it with a tablet. Lido receives the image from a shared folder, email inbox, or practice management system integration and queues it for extraction immediately, typically completing before the patient is called in.
Most intake form fields are handwritten by patients. Lido reads printed and mixed-case handwriting for name, address, date of birth, phone number, emergency contact, primary care physician, and chief complaint. Medication names, often written in shorthand or brand names, are extracted and flagged for clinical staff to verify the intended drug.
From the insurance section of the intake form and from attached insurance card images, Lido extracts primary insurance carrier name, member ID, group number, plan type, subscriber name and date of birth, and subscriber relationship to patient. Secondary insurance fields are extracted when present. The structured output is formatted for your eligibility verification tool or clearinghouse.
Checkboxes for medical history conditions (diabetes, hypertension, asthma, etc.) are read as structured yes/no fields. Free-text allergy entries are extracted as a list. Current medications are extracted as individual entries with dosage where written. Surgical history fields are extracted as dated events where the patient has provided dates.
The output is a structured spreadsheet with one patient per row and all extracted fields in columns, or a per-patient record in JSON format for EHR API import. Fields with low extraction confidence are highlighted for staff review. Clean records are ready for direct EHR import; flagged records take seconds to correct.
Upload a batch and get structured output in minutes.
Demographic, contact, insurance, and emergency contact sections. Any practice-specific layout. Lido reads the content regardless of form design.
Condition checklists, surgical history, family history, and social history forms. Checkboxes, yes/no grids, and free-text history fields all extracted.
Current medications with dose and frequency, known allergies and reaction descriptions. Handwritten drug names and allergy entries extracted and structured as list fields.
Front and back of insurance cards photographed or scanned alongside the intake form. Member ID, group number, plan name, and payer phone number extracted directly from the card image.
HIPAA consent, financial responsibility agreements, and treatment authorization forms. Patient name, signature date, and checked acknowledgment boxes extracted for records.
Forms completed by a parent or guardian on behalf of a minor patient. Lido extracts both patient demographics and guardian contact information as separate fields.
A patient hands in a completed intake form. The front-desk coordinator reads the handwritten medication list — "metFORMIN 500mg", and types "Metformin 500." The allergy to penicillin, written quickly in the margin, is missed in the rush. The emergency contact phone number is transposed. These errors enter the EHR at registration and propagate through every subsequent visit. Correcting them requires a staff member to pull the original paper form, if it was even retained, weeks or months later.
Lido reads the handwritten intake form immediately after scanning. Medication entries, allergy descriptions, and phone numbers are extracted and presented for staff review alongside the original form image. Low-confidence fields are highlighted so a staff member can correct them at registration, not discover the error during a clinical encounter. The EHR receives clean, reviewed data from day one.
| Feature | Lido | Manual transcription |
|---|---|---|
| Read handwritten patient-completed intake forms automatically | ✓ | ✗ |
| Extract insurance fields for eligibility verification | ✓ | ✗ |
| Structure medication and allergy lists as individual entries | ✓ | ✗ |
| Flag low-confidence fields for staff review at point of entry | ✓ | ✗ |
| HIPAA-compliant. PHI not stored after extraction | ✓ | ✗ |
| Read the form and type every field into the EHR by hand | ✓ | ✓ |
Extract intake form data at the point of collection and review exceptions, not every field.
A busy primary care practice sees 80 new patients per week. Each patient completes a 4-page intake packet. Lido processes each intake form while the patient waits, delivering extracted data to the front desk for review before the patient is roomed, reducing per-patient registration time from 8 minutes to under 2.
A rheumatology practice uses a 6-page intake questionnaire covering joint involvement, prior biologics, and family autoimmune history. Lido extracts the structured clinical history data so the physician reviews a pre-populated summary before entering the exam room, not a handwritten paper form.
Same-day surgery patients complete registration forms on arrival. Lido extracts insurance and demographic data for eligibility verification while the patient is still completing pre-procedure paperwork, ensuring authorization and benefit checks are complete before the procedure time.
Reference labs receive handwritten test requisition forms from physician offices. Lido extracts patient demographics, ordering physician NPI, test codes requested, and specimen collection date, structured data for the lab information system without manual keying from each paper requisition.
%20(1).svg)
