Patient Intake
AI captures new patient demographics and books an appointment—then syncs demographics and appointment to your EMR automatically. Medical history, allergies, medications, and insurance are returned as a structured summary for your staff to review and file.
Patient contacted once. Intake, appointment booking, and EMR entry all happen in real time. No follow-up call, no email exchanges.
Name, DOB, phone, email, appointment date/time, and new patient flag sync directly to your EMR from the call. Demographics never manually re-entered.
Chief complaint, medical history, allergies, and medications are captured on the call and returned as a summary for your staff to validate and file into the chart.
Insurance information is collected on the call and returned in the intake summary for your staff to verify and file—not automatically entered into the chart.
New patient record auto-created
Demographics and appointment synced to EMR instantly
Structured intake summary
Chief complaint, medical history, allergies, medications organized for staff review
Zero manual data entry
Appointment and demographics all automated
Named EMR integrations
Direct sync to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, Nextech
Name, date of birth, phone number, email, appointment date/time, and new patient flag sync automatically. Medical history, allergies, medications, and insurance details are returned as a structured summary for your staff to review and file.
The record is created during the call as the AI collects demographic information. The appointment is added immediately after, and both sync to your EMR at the end of the call.
Your staff review the intake summary and can correct any information before it's finalized in the chart. Phone and email are synced immediately for calendar purposes, but all clinical data is staff-validated before filing.
No. Insurance details are collected on the call and returned in the intake summary for your staff to review and file. This ensures your team verifies coverage and eligibility before the appointment.
Yes. When a patient submits a new patient form online, the AI can automatically call them, complete the intake, book the appointment, and sync everything to your EMR without any staff intervention.
Topic Hub
Patient intake
Full intake workflow from call to EMR entry
Integration Hub
EMR and EHR integrations
Which systems support new patient creation and appointment sync
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
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