Patient Intake Automation for Healthcare

Through a mobile-first conversational flow sent before the visit, typically as a text message link. Patients complete demographics, insurance information, medical history, current medications, and consents on their own device, at their own pace. Forms adapt based on prior responses; relevant questions appear and irrelevant ones don't. The flow is designed for a 5-10 minute completion.

Yes. We integrate with Epic, Cerner (Oracle Health), Athenahealth, eClinicalWorks, NextGen, AdvancedMD, Greenway, DrChrono, and most mid-market EHRs. The agent populates structured fields directly - demographics, insurance, history, medications, allergies - rather than producing PDFs your team has to retype. Data quality improves materially because patients enter their own information rather than handing handwritten forms to staff for transcription.

The agent verifies eligibility in real time against payer databases, captures plan details, and confirms coverage before the visit. Common issues - coverage termination, plan changes, missing referrals - surface with enough lead time to resolve before the patient arrives. That is what removes the day-of-service eligibility surprises that drive denial rates and patient frustration.

All intake data is encrypted in transit and at rest. We put a Business Associate Agreement in place with every technology provider in the workflow before PHI moves through it. PHI never trains general models. Audit trails capture every data interaction. We design for HIPAA from day one - not as an afterthought.

Yes. For specialty practices (cardiology, orthopedics, dermatology, mental health), the intake adapts to specialty-specific questions and clinical depth. The agent uses standardized assessment instruments (PHQ-9, GAD-7, pain scales, condition-specific intakes) when relevant. Discrete data elements populate the EHR; narrative patient input populates the visit note draft for clinician review.

The intake supports phone-based completion with the same agent logic, multilingual operation in the patient's preferred language, and an in-office tablet option for patients who prefer to complete on arrival. The system serves the full patient population - not just the digitally engaged subset.

You have a working system inside the first 100 days. Weeks 1-3 cover EHR integration and intake flow configuration. Weeks 4-10 train the agent on your practice's specialty, insurance mix, and intake requirements. Deployment starts with one location or specialty and expands across the practice before the engagement ends.