Patient Intake
Capture comprehensive new patient information and medical history during inbound calls. AI delivers structured, EMR-pasteable summaries for staff review and filing.
New patients begin intake during the scheduling call. By arrival, your staff have baseline information. Patients skip the clipboard—they go straight to rooming.
AI captures all intake responses in a structured format. Your staff review the summary, verify accuracy, and file it directly into the chart. No transcription, no interpretation delays.
The system automatically highlights allergies, medication interactions, and urgent health information so staff never miss critical safety alerts.
AI asks insurance questions during the call and returns the data for your billing team to verify coverage and copay details before the appointment.
With intake already captured, patients move through check-in faster. Clinical staff spend more time on care, less time on data collection.
Structured intake capture
Demographics, medical history, medications, and allergies recorded during the call
EMR-ready summaries
Staff review and file structured data — no manual transcription
Safety flags
Allergies and urgent health info highlighted for immediate staff attention
Customizable workflows
Intake questions tailored to your specialty and practice protocol
Named EMR integrations
Summaries format-compatible with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed and others
Name, date of birth, phone, address, chief complaint, medical history, current medications, allergies, and any custom questions your practice defines. Insurance eligibility questions are also asked. All data is returned as a structured summary for your staff to review and file.
The AI returns a structured summary for your staff to review and file. Appointment details, patient name, DOB, phone, and address sync to your EMR; medical history, allergies, medications, and clinical information are captured as structured summaries for your staff to review and file into the patient record. This ensures clinical accuracy and staff accountability.
Yes. Your practice defines which intake questions are asked, in what order, and what responses trigger alerts or escalations. Workflows are fully customizable.
The AI notes unknown responses and flags them for staff follow-up during the appointment. This is clearly marked in the summary so nothing falls through the cracks.
Critical information like allergies, dangerous drug interactions, and insurance eligibility questions are highlighted in bold and marked as alerts in the intake summary for immediate staff attention.
Yes. The AI can conduct intake in multiple languages. All responses are translated and recorded in the structured summary for your staff.
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