Patient Intake
From first call to EMR record, the AI handles new patient onboarding in one conversation. Names, dates of birth, phone numbers, and appointments are captured and written to your EMR—zero manual data entry for demographics.
The AI collects demographics on the call and your EMR's new patient record is created automatically with name, DOB, and phone. Your front desk never touches manual data entry for new patients.
By the time a new patient arrives for their appointment, their chart is ready with contact info, appointment details, and any intake questionnaire responses captured during the call—all returned as a structured summary for your staff to review and file.
Insurance carrier and plan information are collected during the call and returned as a structured summary for your billing staff to verify and enter according to your process. No re-calls needed.
New patients go from inbound call to confirmed appointment to EMR-enrolled in minutes. Your practice is ready to serve them immediately.
New patient created on call
Demographics written to EMR in real-time
Insurance captured
Carrier and plan information collected for billing review
Appointment synced instantly
Schedule updated and confirmation sent to patient
Structured intake summary
Questionnaire responses returned for staff review and filing
First name, last name, date of birth, phone number, and appointment details (date, time, provider, location) are written directly to your chart. Your staff is immediately notified of the new patient.
Insurance carrier, plan name, member ID, and group number are captured during the call and returned as a structured summary for your billing team to verify and enter according to your process.
Yes. The AI can ask pre-built intake questions (medical history, medications, allergies, symptoms) and capture responses. These are returned as a structured summary for your clinical staff to review and file in the chart.
Not for basic demographics—those are already captured and in your EMR. You can still use in-office forms for consent, payment, or additional clinical information if needed.
Your staff can edit any patient record in your EMR. The AI-captured data is a starting point; your team has full control over corrections and additions.
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