New Patient Experience

Orthopedics asks about prior injuries, dermatology about skin history: choosing what the call asks, and which clinic the answers land at

Pre-arrival intake is only useful if it asks what your specialty actually needs and arrives at the right clinic. How the question set is configured, and how new patient data routes in a multi-location practice.

How it pays back

The Questions Are Yours

A dermatology intake and an orthopedic intake should not ask the same things. The question set is configured to your specialty at setup, so what comes back is the history your clinicians were going to ask for anyway.

Answers Arrive Where the Patient Is Going

In a group with several sites, intake that lands centrally is intake somebody has to forward. New patient data routes to the correct clinic and assigned provider, so the site seeing the patient is the site holding the detail.

A Returning Caller Is Not Treated as New

For an established patient, the call confirms that demographics are current and asks about changes to insurance or medications. There is less to collect, and they are not made to re-answer the new patient set.

Nothing Gets Entered Twice

Demographics go to the EMR during the call, so check-in is verification rather than re-keying. Front desk is not copying a form into a system that could have had the data days earlier.

New patient demographics instant-write

Name, DOB, phone, address go to EMR during the call

Pre-visit intake summary

Insurance, allergies, and medical history captured and returned as structured summary for staff review before arrival

Structured data for all specialties

Intake adapts to dermatology, orthopedics, psychiatry, primary care, or other specialty needs

Multi-location routing

New patient data routes to the correct clinic and assigned provider

Frequently asked questions

How does the AI know which specialty-specific questions to ask?

Your practice configures them during setup. Orthopedics asks about prior injuries, dermatology about skin history, psychiatry about mental health background. The AI asks the questions relevant to your specialty rather than a general medical set.

Can the call capture what the visit is actually for?

Yes. The AI asks what brings the patient in, captures the chief complaint or visit reason, and includes it in the intake summary so your clinical staff can prepare for the specific visit rather than a slot type.

Does this work for established patients booking a follow-up?

Yes, on a shorter path. The AI confirms demographics are current, asks about changes to insurance or medications, and returns an updated summary. Verification still happens; the full intake does not repeat.

We run several clinics. How does the data know where to go?

New patient data routes to the correct clinic and assigned provider as part of the booking, so a multi-site practice does not end up with one shared inbox that somebody has to sort by hand each morning.

What if a new patient does not have their insurance details to hand on the call?

The AI notes that insurance was not provided and passes that to your staff, who can collect it at check-in or follow up after the visit. Name, date of birth, and contact details are already in the system either way.

Related reading

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