Intake Design
Branching intake logic asks follow-up questions only when needed. A caller with chest pain answers cardiac-specific questions; a new patient for a recheck answers differently. Your staff gets relevant, concise intake summaries.
Questions feel personalized, not like a generic form. Callers are more engaged and provide better detail when they see the questions are specific to their situation.
Summaries are grouped logically: chief complaint, relevant history, medications, allergies, and red flags. No parsing a wall of text; you see what matters.
Doctors see intake grouped by relevance. A cardiologist's chart shows cardiac history first; a dermatologist sees skin and allergy history. Context is clear from the start.
Callers don't sit through irrelevant questions. They answer what's needed for their visit and appreciate the efficiency.
Conditional branching reduces irrelevant questions
Shorter calls, more focused intake data
Intake templates per specialty
Cardiology, dermatology, pediatrics—all different
Structured summaries by category
Chief complaint, history, meds, allergies grouped clearly
Consistent logic across all calls
Same questions asked the same way every time
Yes. You can configure intake templates by specialty, appointment reason, or even provider. A new patient physical asks different questions than a follow-up for a chronic condition.
The AI can ask clarifying questions or note ambiguity in the summary so your staff can follow up. The full call is recorded and available for review if needed.
Yes. The AI can loop back to a previous question if the caller requests it. Your staff will see the original and corrected answer in the summary.
As detailed as you need. You can ask yes/no questions, open-ended questions, or multi-part histories. The AI captures structured responses and any narrative details the caller provides.
Not from scratch. You can create a base template and customize it per specialty. Your team can manage templates in the admin portal, and we can help with initial setup.
Core Topic
Patient Intake
How flexible intake design adapts to your practice's needs.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Taking load off the front desk
Where front-desk time actually goes.
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