Patient Intake

Stop sending intake forms to patients. Capture everything during the booking call instead.

Traditional intake forms create delays: patients forget to return them, forms arrive incomplete, staff chase follow-ups. AI captures intake live on the call, structured and ready. Here's why practices are making the switch.

Intake captured live during call—no separate form, no email requests, no lost submissions
Patients complete intake before hanging up; data is structured and verified
Staff receive completed summary, ready for chart review—no form entry or interpretation
Insurance, demographics, medical history all captured in one conversation
Works for new patients, established patients returning, and urgent same-day visits
Reduces chart-prep time and appointment-day delays from missing forms

How it pays back

Zero No-Show Forms—Everything Captured on the Call

With traditional forms, incomplete submissions are a constant friction point. Patients are disorganized, busy, or unclear on what to fill out. AI captures intake live during the call—the patient is engaged and the information is gathered right then. No follow-up needed.

Faster Chart Prep and Provider Confidence

Providers don't want to parse patient handwriting or chase missing form fields. With AI, you deliver a clean, structured summary your team has verified. Providers see complete, organized intake and can focus on the patient, not searching for missing information.

Better Patient Experience—One Touch, Not Three

Patient calls to book. AI gathers intake on that call. Patient hangs up done. No form email, no 'we need more info,' no day-of surprises. Single interaction, complete experience.

Live intake on the call

No separate form request, follow-up, or chase

Structured summary for review

Staff verify before charting, providers see clean data

Reduced chart-prep time

No day-of form entry or interpretation needed

Complete intake before visit

No missing forms delaying check-in or provider start

Frequently asked questions

If we switch to AI live intake, can we still use our existing paper intake form as a backup?

Yes. Many practices keep paper forms at check-in for patients who call outside of AI hours or for edge cases. The AI covers the majority of intake during business hours, and paper becomes the exception, not the rule.

How do you handle intake for patients who call after hours or on weekends?

The AI operates 24/7, so intake is captured whenever the patient calls. If they call after-hours, the AI gathers all information and books the appointment. Your staff receives the structured summary in the morning, ready to review before the patient arrives.

What if we need to add custom questions specific to our practice?

You provide your custom questions and the AI learns to ask them. The AI can customize by specialty, visit type, or provider preference. Your practice's unique intake requirements are built in.

Do patients have to answer all intake questions on the phone, or can some be deferred?

You decide. Critical questions (emergency contact, allergies, medications) are asked during the call. Less urgent questions can be asked at check-in or via a patient portal link. Your team sets the priority.

What do we do with patients who are uncomfortable sharing medical information on the phone?

The AI is trained to be professional and reassuring. Some practices allow patients to defer sensitive questions to the provider visit. Alternatively, the AI can send a secure portal link for patients to complete intake online after the call. Your team decides the workflow.