New Patient Intake
AI New Patient Scheduling
Give every new caller a concierge experience. Katie AI collects intake data, validates insurance, and books the right visit without holding up your front desk.
See the New Patient Intake DemoWhere New Patient Calls Break Down
- High-call volume during peak hours with limited staff
- Complex intake questions that slow down every conversation
- Difficulty matching insurance, provider, and location rules
- No single source of truth for referral details
AI Intake + Scheduling Flow
Every call follows the same verified process:
- Identifies whether the caller is new or existing
- Collects symptoms, referral source, and insurance in natural language
- Checks provider templates, visit types, and prep rules before booking
- Issues confirmation plus intake packets instantly
Compliance + Escalation
Katie AI logs every call interaction while keeping PHI protected.
- HIPAA-compliant voice transcripts stored securely
- Configurable verification scripts for insurance and ID
- Bilingual support with escalation to staff at any step
Rollout in 3 Phases
Call mapping
We document every new patient call path, including specialty-specific routing and escalation.
Workflow build
Katie AI is trained on your scripts, EMR visit types, and required intake data.
Go-live + monitoring
We monitor confirmations, schedule quality, and staff overrides weekly.
Let AI handle the first impression
Capture intake data correctly the first time, and give staff a complete summary before the patient arrives.
Review the Intake BlueprintScheduling Optimization
Let us show you the scheduling playbook
Every scheduling workflow includes trigger-based routing, automation, and escalation so patients reach the right slot in real time.
More Scheduling Optimization Resources
Explore related content in the scheduling silo to see how AI handles new patients, follow-ups, reminders, and waitlists.