New Patient Workflow

How an existing intake form becomes a conversation, including the follow-ups that fire only on certain answers

You supply the questions; the AI asks them in conversation instead of reading them as a list. This covers importing the intake form you already use, writing conditional follow-ups that appear only when relevant, and keeping the wording and the order yours.

How it pays back

The question set stays yours

You configure the questions and the structure. The AI asks your questions, not a generic template's, which means the summary lines up with the intake note your practice already uses.

Branching keeps the call proportionate

Conditional questions are the difference between a questionnaire and an interrogation. A caller who answers no to a screening question is not walked through the six follow-ups that only matter if they had said yes.

Conversation rather than dictation

The same questions asked naturally produce different answers than the same questions read out in order. Patients describe symptoms and history in context, and the richer detail lands in the summary for your staff.

Answers map back to the question

Each response is returned against the question that produced it, so a summary can be read and filed against your form rather than reconciled against it.

Appointment and demographics recorded together

Single call captures booking and new patient enrollment

Intake summary delivered to staff instantly

No delay between call end and staff review

Structured format for EMR filing

Every field labeled and organized for quick import

Chief complaint and urgency flagged

Clinical staff can triage and prepare before first visit

Frequently asked questions

Does the AI ask my exact intake questions, or does it write its own?

You configure the questions and the questionnaire structure. The AI asks your questions naturally within the conversation rather than as a rigid script.

Can we import the intake form we already use?

If you use athenahealth, eClinicalWorks, Elation or another supported EMR, your existing intake forms can be imported to guide the AI, so the question set starts from what you already have.

How do conditional questions work?

You define which questions depend on which answers. The AI asks the relevant follow-ups based on what the patient says and your practice configuration, so the depth of the intake follows the case rather than the length of the form.

Can different specialties or visit types use different question sets?

Yes. You can configure conditional branches for different contexts, such as allergy screening for dermatology or medication list questions for primary care, and the AI selects the relevant branch during the call.

If we change a question, does what comes back change with it?

Yes. The summary is built from your configured question set, so an edited or added question changes what is captured on the calls that follow. Calls already taken keep the responses and transcript as recorded.

Related reading

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