ENGAGE - OMNICHANNEL DIGITAL PATIENT ENGAGEMENT

Ensure Patients Arrive Prepared For Their Appointments

Engage transforms your pre-visit and in-clinic workflows by ensuring patients arrive with completed forms and verified eligibility. This targeted solution eliminates front-desk bottlenecks, reduces check-in time, and allows your staff to focus on patient care rather than data entry, with simple, intuitive digital tools that require no patient portals or logins.

Intake

Engage

Patient Readiness & Digital Intake

Comprehensive eligibility solution with advanced pre-screening and patient engagement capabilities.

Starting At

$150 / provider

Ideal for: Practices maximizing revenue cycle efficiency with proactive insurance issue identification

How Engage Works Across the Patient Journey

Engage focuses on patient readiness and streamlined intake to optimize front-desk efficiency.

Pre-Visit Preparation

Collect essential patient information before the appointment to eliminate delays and ensure accuracy.

In-Clinic Efficiency

Accelerate check-in and reduce wait times with tools that give your staff centralized control.

Platform Capabilities Included with Engage

Engage is part of the unified Health iPASS platform, eliminating the need for multiple point solutions:

Bidirectional PM/EMR Integration

Omni Channel Communications (SMS, Email, Phone)

Staff Control Center (Appt & Payment Manager)

Integrated Analytics Dashboards

Partner APIs with Developer Portal

Marketplace Partnerships

Built for Enterprise Scale: Supports multi-location environments, MSOs, and health systems with centralized scheduling management and consistent workflows across all sites.

Key Performance Indicators

Pre-Registration Rate

Track digital form completion before appointments

No-Show Rate

Reduce missed appointments with automated reminders

Digital Engagement Rate

Measure patient adoption of self-service tools

Average Check-In Time

Decrease front-desk processing time

Call Volume Reduction

Lower administrative burden on staff

Pre-Service Collection Rate

Increase upfront payment capture

Available Add-ons

Enhance Engage with hardware and specialized tools:

Payment Processing

Accept payments at the point of care with Cloud Payments Devices. These deliver fast, secure, and flexible transaction processing, integrating directly with your Health iPASS payment workflows.

Hardware
(Kiosks & Terminals)

Extend self-service capabilities with freestanding kiosks, tabletop kiosks, and tablet support, giving patients a dedicated touchpoint for check-in, form completion, and payment collection in your waiting room.

Scheduling

Add intelligent appointment management to any existing bundle. Enable patient self-scheduling, reduce no-shows with automated reminders, and give staff centralized control without replacing your current solution.

Cost Estimator

Give patients transparent cost visibility before and at check-in. The Cost Estimator calculates expected out-of-pocket costs based on real-time eligibility data, reducing billing surprises and increasing upfront payment collection.

Who Benefits Most from Engage?

Engage helps practices eliminate intake inefficiencies and ensure patient readiness. 

Choose Engage if you need a focused solution that ensures patients arrive prepared with verified eligibility and completed forms, allowing your staff to process appointments quickly and accurately.

Ideal for:

Frequently Asked Questions

How long does Engage implementation take?

Implementation timelines typically range from 30–120 days, depending on scope, number of locations, specialty complexity, and integration requirements. Many organizations begin seeing value within the first 30–90 days, with phased rollouts available to minimize disruption and accelerate time to value.

Yes. Health iPASS integrates with many PM/EMRs using standards-based bidirectional FHIR APIs (native first approach), with optional HL7 v2 support when/where needed. The PM/EMR remains the system of record while Health iPASS enhances patient access, intake, scheduling, communication, and payment workflows.

Yes. Health iPASS solutions are modular and configuration-driven, allowing features to be added, adjusted, or expanded over time without reimplementation. Most changes are handled through configuration rather than custom development, preserving system stability and scalability to meet your needs.

Health iPASS provides role-based training tailored to front desk staff, scheduling teams, revenue cycle teams, and administrators. Training includes live sessions, documentation, on site go-live support, and optional refresher training. Super Users can also be trained to manage workflows, forms, and configurations independently through Health iPASS’s admin settings.

Yes. Engage includes a native, healthcare-specific forms builder supporting fully customizable intake, consent, clinical history, clinical screeners, and satisfaction forms. Forms support branding, conditional logic, electronic signatures, and rules-based deployment to surface the right form at the right time.

Engage reduces no-show rates by removing pre-visit friction and increasing patient preparedness. Automated reminders, digital intake, insurance verification, eligibility checks, and pre-visit payment workflows increase patient commitment and reduce last-minute cancellations or missed appointments.

Forms can be configured to automatically resend to patients prior to arrival. In clinic, staff have real-time visibility into form completion status. Forms can be resent to the patient’s mobile device or completed in clinic using tablets or kiosks, ensuring check-in continues smoothly without delaying care.

Eligibility verification is automated and rules-based, running in real time at key points such as scheduling, pre-visit, and when insurance information changes. Eligibility results are embedded directly into intake and payment workflows, enabling accurate copay determination, pre-service deposit logic, and financial transparency for both staff and patients.

After go-live, organizations are supported by a dedicated Customer Success Manager, enterprise-grade technical support, defined SLAs, and structured escalation paths. Support includes ongoing optimization, performance monitoring, and workflow refinement – not just break/fix support.

Health iPASS works consultatively with each organization to assess workflows, specialties, and operational goals. Many clients begin with a focused deployment and expand over time. Your Health iPASS team will recommend the right bundle and roadmap to support both immediate needs and long-term growth.

Ready to Transform Patient Intake With Engage?

Schedule a personalized demo to explore how Engage can eliminate front-desk bottlenecks, reduce check-in time, and ensure every patient arrives prepared for their appointment.

Speak with one of our dedicated subject matter experts by filling out the form or call (855) 484-4727.