Hint Health Integration

AI identifies callers and routes them to the right workflow—new patient intake or existing patient scheduling—without staff involvement

Practices using Hint Health see different call drivers: new patients need intake, insurance, and first-available booking; existing patients want recall confirmations, refill requests, or follow-up scheduling. AI triage splits these workflows, eliminating front-desk confusion and processing delays.

How it pays back

New patient intake is no longer a front-desk guessing game

AI asks the questions you need (insurance, reason for visit, availability preferences), captures phone and DOB, then creates the patient record in Hint Health with name, DOB, phone, and appointment. Staff review the structured intake summary and file it—no re-entry.

Existing patients get fast recall and rebooking

AI recognizes the patient via lookup in Hint Health and offers recall appointments or follow-up bookings without making them repeat their story.

No more misrouted calls that waste time

New patients don't wait in the 'existing patient' queue, and existing patients don't re-answer intake questions. Each call is routed to the right process immediately.

Existing patients identified by lookup

Phone number, name, or DOB match in Hint Health

New patient records created automatically

Name, DOB, phone, and appointment written to Hint Health; intake questionnaire and insurance captured for staff review

Structured intake returned for review

Staff verify, file in chart—no manual re-entry

Two distinct call workflows

New intake vs. existing patient scheduling, no hybrid confusion

Frequently asked questions

How does the AI know if someone is a new or existing patient?

The AI asks for name and phone number, then looks up the caller in Hint Health. If found, they're routed to existing-patient workflows. If not found, they're offered new-patient intake.

Can we use phone number alone to identify returning patients?

Yes, if your Hint Health instance is configured that way. Phone lookup is faster and more reliable than asking callers to spell their name.

What if a caller gives a different phone number than their chart?

The AI can ask for name or date of birth to verify. If there's no match, the caller is offered new-patient intake or escalated to staff to sort.

Does new patient data go into Hint Health immediately?

Name, DOB, phone, and appointment are written immediately. Insurance, reason for visit, and intake questionnaire responses are returned as a structured summary for staff review and filing.

Can we customize intake questions for new vs. existing patients?

Absolutely. New patients answer a full intake; existing patients answer only what's needed (reason for today's call, insurance changes, etc.).

Related reading

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