Specialty Workflows

AI receptionist asks your custom intake questions and questionnaires during the call—no forms to mail or send

Configure intake questions for your specialty and the AI receptionist asks them during every new patient scheduling call. Responses are captured, structured, and returned to your team for chart review.

Define custom intake questionnaires specific to your specialty (orthopedics, psychiatry, dermatology, etc.)
AI asks all questions naturally during the call without awkward pauses or robotic pacing
Responses are captured verbatim and organized in a structured format for your staff to review and file
Patients complete intake during the scheduling call instead of waiting for forms to arrive
Your clinical team receives a complete intake summary before the first appointment
Works with any EMR; summaries are formatted for easy chart entry by your staff

How it pays back

Higher intake completion rates

Patients answer questions during the call instead of receiving forms to fill out later. Phone intake is completed immediately during the call.

Specialty-aligned intake from day one

Orthopedic, psychiatry, dermatology, and other practices can ask questions relevant to their clinical workflows. The AI delivers the right intake for your specialty on every call.

Richer patient context before the visit

Your clinician has a complete intake summary—not a blank chart—when the patient arrives. This improves clinical efficiency and patient safety.

Flexible question sets by visit type

You can configure different intake questions for new patients vs. established patients, urgent vs. routine appointments, or other scenarios your practice uses.

Every scheduling call

Custom questionnaire capture during patient calls

Structured response summaries

Patient answers organized in a format your staff can quickly review and file

Configurable by specialty

Customize questions for orthopedics, psychiatry, dermatology, and any other specialty

No external forms required

Intake happens on the call; no waiting for patient portals, mail, or emails

Frequently asked questions

How do I configure intake questions for my specialty?

You provide your intake questionnaire (questions, possible response types, clinical flags). Our team configures the AI to ask these questions naturally during patient calls. You can update questions at any time as your workflows evolve.

Can the AI handle branching logic (e.g., 'if yes to X, ask Y')?

Yes. The AI can follow conditional logic in your intake questionnaire. For example, if a dermatology patient reports a mole, the AI can ask follow-up questions about duration, changes, or symptoms. This creates a more natural conversation while capturing clinically relevant detail.

How are the patient's responses recorded and delivered?

All responses are transcribed during the call and included in a structured intake summary. This summary is delivered to your staff dashboard and/or email. Your staff reviews it and files it into the patient record using your standard EMR workflow.

What if a patient doesn't understand a question or needs clarification?

The AI is trained to rephrase questions and provide context when needed. If a patient still can't answer, the AI notes this and flags it for your staff to follow up before the appointment.

Can I use different intake questions for different types of appointments?

Yes. You can configure multiple intake templates—one for new patients, another for urgent visits, another for follow-up consultations, etc. The AI uses the appropriate template based on appointment type or chief complaint.

Do intake responses populate my EMR automatically?

No. Responses are returned as a structured summary that your clinical staff reviews and files into the patient record. This ensures clinical validation before data enters the chart and maintains your practice's control over the intake process.