The registration workflow split step by step — what finishes on the call, and what deliberately stays with your team

Appointment booking, new patient creation, and the core demographic fields — name, date of birth, phone, and address — complete on the call and sync to your EMR. No one on your team has to touch those to make the appointment real.

It does not verify insurance eligibility with the payer, does not make clinical decisions, and does not file clinical content to the chart. Insurance details are captured and returned to the portal for your staff to verify; medical history, allergies, and medications are returned as a structured summary for clinical review.

Your practice. Intake templates are configured per provider or specialty, so you choose what must be answered before the booking completes and what can be gathered at the visit. The AI follows your script for each appointment type.

Review is much faster than collection. Staff read a structured summary and confirm it instead of running the call, typing demographics, chasing a mailed form, and re-asking questions. The data entry is already done; what is left is the check.

Yes. Many practices start with booking plus demographics only, then add insurance capture, then add the specialty questionnaire once they have seen how the summaries read. The intake script is configuration, so the boundary can move as your comfort grows.