Intake & Data

AI receptionist captures detailed member health information on the first call and returns it structured for chart review and filing

New or returning concierge members give their health history, medications, allergies, and chief complaint on one call. The AI returns structured, EMR-ready data for your staff to review and file—no repeated intake forms.

How it pays back

One intake, not three

Members don't repeat their history to the AI, the front desk, and the provider. They give it once on the phone, and your staff reviews and files it into their chart.

Complete chart data before the visit

Your provider has allergies, medications, and prior conditions on screen before the patient sits down. No time wasted on chart review during the appointment.

Staff review and quality control

All member responses come back as a structured summary. Your team reviews for accuracy before filing into the EHR—no autonomous chart writes, full human oversight.

Faster new member onboarding

Critical member data is captured and ready before the first clinical visit. Providers can focus on care, not intake.

Structured intake return

All member responses formatted for staff review and EHR filing

Allergy and urgent flagging

Critical information highlighted for immediate escalation

HIPAA-compliant capture

All PHI handled securely; patient data never stored outside your practice

EMR-ready summary

Staff reviews, approves, and files—no autonomous chart writes

Frequently asked questions

What information does the AI ask for on the intake call?

The AI asks about prior medical conditions, current medications, allergies, reason for today's visit, insurance coverage (collected but not stored in EHR), and any urgent symptoms. It follows your configured intake template.

Does the intake data automatically populate my EHR?

No. The AI captures all responses and returns them as a structured summary. Your staff reviews the summary, makes any corrections, and then files it into the patient chart. This keeps your chart accurate and gives your team final approval.

What if the member mentions a severe allergy?

The AI flags severe allergies (anaphylaxis, severe reactions) immediately and can escalate the call to your on-call provider if needed. The allergy is highlighted in the intake summary so your clinical staff sees it before the visit.

How long does intake take on the call?

Typical intake takes 2–4 minutes. The AI follows your practice's configured template and asks follow-up questions naturally to keep the flow conversational and fast.

Can the AI detect when a call needs urgent escalation?

Yes. If a member mentions chest pain, difficulty breathing, severe symptoms, or other high-acuity indicators, the AI flags the call and routes it to your on-call provider immediately.

What if a member is already in your system?

The AI looks up returning members in your EHR and asks only for updated information—reason for today's visit and any new medications or allergies. Existing data (name, DOB, prior history) stays on file.

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