Analytics & Reporting

Lobbie provides robust analytics and reports that provide operational,  clinical, and financial insights.

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Get a clear picture of your entire intake process with Lobbie’s dashboards and reports.

  • Monitor patient check-in volumes by location and staff member
  • Track patient mobile pre-registration vs. in-office usage rates, check-in volumes and average time to complete check-in
  • Evaluate mobile pre-registration and in-office usage rates
  • Monitor your volume of incoming appointment requests, no-shows and cancellations and take action to address directly from within the Lobbie system
  • Calculate the time it takes to schedule appointments and track how long appts are taking
Lobbie is always adding new reports and dashboard components for our users and can create analytics reports that pull the right data to answer your specific practice questions.

About Lobbie

Built for your practice

  • Our end-to-end patient on-boarding solutions improve, automate and optimize your intake process, starting before the patient’s arrival and continues after they leave.
  • Increase your registration efficiency, reduce no-shows, late arrival and patient churn using our dynamic, self scheduling, confirmation and reminder systems and our automated Open Appointment Management (OAM) features and functionality.
  • Lobbie digital forms and registration allows patients to fill out forms quickly on their preferred device, helping eliminate wait times, improve patient experience and increase financial results. We’ll build your forms for you. Fully HIPAA-compliant.
  • Eliminate redundant tasks for your patients AND staff, while improving communication and workflow, pre-, during and post appointment.
  • Integrate to your EHR, Zoom or any other system. Lobbie has HL7 / FHIR integration readiness and optional SFTP and other connections.
  • Lobbie gives you insight into how you are doing and the tools to keep your schedules full and on-time!


Lobbie has been great... it is incredibly user friendly, simple, and efficient! We have seen such an improvement in paperwork getting filled out and makes it much more accessible for everybody."

Charles Newsome, General Manager,

Takoma Wellness Center


Lobbie has not only made our intake operation faster and more efficient, it looks 100% better than any process we have had in our 8 years of existence! I highly recommend this platform.”

Tommy Costello, Office Administrator,
Empire Therapy

Starting intake by sending forms to patients or their representatives is easy as 1-2-3

How Lobbie works

Simple but powerful patient management solutions for your workflow. You can use Lobbie for just sending forms or have Lobbie handle your entire patient care cycle.

1. Send your patients your digital forms or Intake Packets manually or automatically when an appointment type is scheduled

  • Our pre-arrival digital forms and patient intake system lets your patients AND staff spend less time on scheduling and registration.
  • Our end-to-end patient on-boarding solutions improves and optimizes your waiting room, starting before the patient’s arrival and continues after they leave.
  • We will create electronic versions of all of your forms and docs. If you don't have forms, you can use our pre-made templates.
  • Forms can be put on your website or easily sent to patients via email or text. You can even use QR codes to get the right form to the right person, both in-office and remotely. The correct form or packet can also be sent automatically when using the Lobbie appointment scheduling functionality.
  • Patients confidentially and efficiently answer questions about their clinical history and health risks, at their own pace and from anywhere they choose (home, work, their car, etc), instead of rushing through forms in your office or slowing down the patient queue.
  • Increase efficiency and eliminate redundant tasks, manage appointments online, in real time, patients can even self-schedule from any device if allowed.

2. The patient gets notifications and reminders via text and/or email about required forms or scheduled appointments

  • Increase intake efficiency, reduce no-shows, late arrival, missing forms and patient churn using our dynamic confirmation and reminder systems.
  • Lobbie is optimized for mobile, desktop and tablets. Patients don't have to download anything or create an account. They love Lobbie’s simplicity!
  • Forms not completed in one sitting can be saved and finished when convenient or prompted.
  • E-Sign and Consent Management - All consent forms, disclosure, privacy notices, etc are dynamic and signed by patients electronically as often as you require (once, every six months or annually), by the patient or representative you require.
  • Patients are sent confirmation of appointment scheduling and are sent reminders as the date draws near.
  • Patients that have opted in to waiting list alerts can be messaged that an earlier appointment by type is available if another patient cancels. They can even schedule themselves with Lobbie’s self-scheduling turned on.
  • Lobbie’s confirmation and reminder system makes your patient communication and scheduling easier and more effective, while keeping your patients informed and organized pre-, during and -post their appointment.

3. Get a full up-to-date overview of all form statuses and scheduled appointment workflow

  • Pre-arrival – Expect up to 91% of patients to complete their forms before they arrive, using their smartphones or desktop computers
  • Automated Reminders - A dashboard shows you the status of every patient, their forms completion percentage, any appointment status and can even direct them to the proper treatment room as required
  • Easily export completed forms directly into PDF, Print or your PM or EHR system. Same with appointment data.
  • Do you know how your practice or facility did today? Last week or month? How many no-shows, cancellations or how many appointments started late because of patients or your clinicians? Lobbie gives you insight into how you are doing and the tools and reports to keep your schedules full and on-time!

Lobbie features


  • Fully HIPAA-Compliant
  • Patient Representative feature for pediatric use cases
  • Responsive - works on mobile, tablet and desktop devices
  • Pre-fill prior to sending to the patient
  • Post-fill editing
  • Print or export to PDF
  • Custom-built forms
  • Extensive forms library
  • Archive forms when a patient has been processed
  • Freely change due dates for patients

Patient Appointment Scheduling

  • Integrate to your EHR
  • Google / Microsoft Calendar integrations
  • Patient Self-Scheduling
  • Practitioner Availability Scheduling
  • Telehealth Scheduling


  • Integrate to your EHR
  • SFTP file transfer between your EHR
  • HL7 / FHIR
  • Fully managed integration process - We'll do the work for you
  • Two-Directional practitioner availability monitoring


  • Email & SMS
  • Form reminders
  • Upcoming appointment reminders
  • Notifications when a patient has completed their forms

Home Health

  • Electronic Visit Verification ( EVV )
  • Practitioner scheduling
  • Works offline
Get in touch

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