Customized forms
Collect basic information, medical and surgical history, social history, and family history in forms tailored to your clinic.
Patient Intake
A better visit.
A better visit.
Starts before arrival.
Give patients one place to complete your clinic’s forms, upload documents, share their history, and pay their copay. AI parses insurance and ID cards, runs eligibility checks, and collects HPI before the appointment.
Customized for your clinic
Your forms. Your documents.
Your forms. Your documents.
One guided patient experience.
Build intake around the information and paperwork your clinic needs. Bring forms, medical history, consent documents, and payments into a single flow patients can complete before their visit.
Documents and consent
Include office policies, consent forms, and the documents patients need to review as part of intake.
A clear path to completion
Guide patients through the required steps, from personal details to the reason for their visit and payment.
Insurance & identity
Upload the cards.
Upload the cards.
Let AI handle the details.
Patients upload their insurance and ID cards. AI automatically parses the information and runs an insurance eligibility check, reducing manual entry before the appointment.
✓
Insurance card uploaded
Patient provides their coverage details.
✓
ID card uploaded
AI extracts the information from the card.
✓
Eligibility check run
Coverage is checked ahead of the visit.
AI HPI · Example conversation
What brings you in for your appointment?
I’ve been having headaches.
When did they start, and how often do they happen?
About two weeks ago, usually in the afternoon.
History collected for provider review
Patient’s concerns, timing, and symptom history are gathered before the appointment.
AI HPI
The right questions.
The right questions.
Before the visit begins.
AI HPI collects the history of present illness through a patient conversation, asking the kinds of follow-up questions a provider would ask before an appointment.
Give the provider a head start on reviewing the patient’s concerns, so the visit can begin with context.
Copay collection
Take care of the copay.
Take care of the copay.
Before the waiting room.
Let patients pay their copay as part of intake. Keep payment alongside forms and documents, with fewer administrative steps left for your front desk.
Part of patient intake
Payment
Collect the patient’s copay within the intake experience.
Copay collected
For your clinic staff
See who’s ready.
See who’s ready.
Know what’s left.
Track each patient’s prerequisites before the appointment. Your team can see intake status, review uploaded insurance and ID cards, check verification and copay status, and identify completed or outstanding items in one workspace.
How it works
From appointment booked
01
02
03
From appointment booked
to a more prepared visit.
Customize the intake
Set up the forms, documents, and information your clinic needs patients to complete.
Let patients complete the steps
Collect history, insurance and ID uploads, consent forms, AI HPI, and copay payment.
Start with context
Review patient information and HPI ahead of the appointment, with eligibility checks already run.
See Patient Intake in action
Less paperwork at arrival.
Less paperwork at arrival.
More time for the patient.
Explore an intake experience built around your clinic.
Book a demo ↗