Healthcare Patient Intake
Patient intake that patients actually complete
Replace the clipboard in your waiting room with a conversational agent that collects medical history, insurance information, and documents before the patient walks through your door. Complete data. Zero paper.
The Problem
Patient intake is stuck in the waiting room era
Clipboards, photocopied forms, and illegible handwriting. Your patients hate filling them out, your staff hates transcribing them, and your providers still walk into the room with incomplete information.
Clipboard forms in waiting rooms
Patients arrive 15 minutes early to sit in a chair and hand-write the same medical history they've written at every other office. The form is photocopied, the pen doesn't work, and the handwriting is illegible by line three.
Incomplete medical histories
Static forms leave blank fields without explanation. Does an empty allergy field mean "none" or "I'll tell you later"? Missing medication lists, vague surgical histories, and unchecked boxes create clinical blind spots before the encounter starts.
Insurance information errors
Patients transpose policy numbers, confuse group IDs with member IDs, and write down the wrong plan name. Every error means a rejected claim, a phone call to the patient, and a resubmission cycle that costs your office time and money.
Staff time lost to data entry
Someone on your team re-types every paper form into your EHR. It's error-prone, it's tedious, and it takes a trained medical assistant away from clinical work to do clerical transcription for hours each week.
How Intake Solves It
A conversation that collects what clipboards can't
Conversational medical history collection
The agent walks patients through their history one topic at a time: current medications, allergies, surgical history, family history. It asks intelligent follow-ups — "You mentioned a knee surgery. What year was that, and were there any complications?" — that a checkbox form never would.
Insurance & ID document uploads
Patients photograph their insurance card (front and back), photo ID, and referral documents and upload them directly in the conversation. No separate portal, no fax number, no "bring it to your appointment."
Multilingual-ready
The conversational agent responds in the language your patient writes in. Spanish-speaking patients get a Spanish conversation. Mandarin speakers get Mandarin. No separate translated forms to maintain.
HIPAA-conscious design
All data encrypted in transit and at rest. Row-level security isolates each submission. Patient data is never used for AI training. Designed with the sensitivity that healthcare data demands.
Use Cases
From first visit to specialist referral
New patient registration
Collect demographics, medical history, current medications, allergies, insurance details, and consent acknowledgments in a single guided conversation sent before the first visit.
Pre-visit questionnaires
Send targeted questionnaires before specialty visits. Collect symptom history, pain assessments, functional limitations, and relevant recent test results so the provider walks in prepared.
Specialist referral intake
When a patient is referred to your practice, collect the referring provider's information, reason for referral, relevant history, and uploaded referral documents before they ever call your office.
Insurance verification
Have patients upload current insurance cards, confirm plan details, and provide employer information. Structured output lets your billing team verify coverage before the appointment, not after.
Frequently Asked Questions
Healthcare intake, answered
Complete patient data before they sit down
Your first intake is free. Build a patient registration template, send the link, and see structured results arrive before the appointment.