Medspa Patient Experience
Automate new patient registration, intake, and onboarding for medspa. AI captures demographics, treatment interests, health history, and preferences — all during the initial call.
When a new patient comes in for their first appointment, all intake is already complete. Your front desk doesn't spend 15 minutes with paperwork. The clinician has a prepared summary and can start the consultation immediately.
Patients who've completed intake and received confirmation details via text or email are more likely to show. They feel invested in the appointment and know what to expect.
The AI asks relevant health and allergy questions before the first visit. Your clinician has baseline information and can make safer, more informed recommendations about procedures and products.
Your staff spends less time on paperwork and more time on consultations, procedures, and upsells. New patient visits are more profitable when administrative overhead is eliminated.
New patients enter your system fully registered with clean, structured data. No duplicate records, no missing contact info, no 'incomplete' charts to chase down.
New patient record created
Demographics and DOB synced to EHR during initial call
Intake summary prepared
Treatment interests, health history, and goals documented for clinician review
Health screening completed
Allergies, contraindications, and safety info captured before first visit
Pre-arrival instructions sent
Confirmation, directions, parking, and what to bring emailed or texted
HIPAA-compliant intake
All patient data captured, stored, and transmitted securely
Mostly. The AI captures core demographics, health history, and treatment interests on the call. Your staff may still use a simple form if additional consent (e.g., photo release) is needed, but routine intake is automated.
The AI captures key details and flags complex cases for staff review. Your clinician still conducts a full consultation before any procedure. The AI's intake accelerates this process but doesn't replace clinical assessment.
Photo ID and insurance information are not captured during the AI call. These are collected by your staff during check-in or through your intake portal after the appointment is booked. The AI collects name, contact info, and health/treatment preferences only.
The AI asks about preferred contact methods and times. These preferences are stored in the patient record so your staff respects them for follow-ups, appointment reminders, and promotions.
Yes. We work with you to define intake questions relevant to your treatments (e.g., 'Have you had Botox before?', 'Any skin sensitivities?', 'Interest in packages or memberships?'). Questions are customized to your menu.
Your staff still collects intake during check-in. The AI system integrates with your EHR so staff see if the patient already went through AI intake or if they're truly new and need full paperwork.
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