An intelligent intake and scheduling system that captures new patients, collects their information, books the right appointment, and populates your EHR — all without a single phone call or manual data entry.
What your new patient experiences — and what happens automatically behind the scenes.
Clicks "Book an Appointment" — available on any device, any time of day.
Answers adaptive questions (only what's relevant to their reason for visit), uploads insurance card, signs consent forms.
Matched to the right provider and location based on their responses. Picks a time that works for them.
SMS + email confirmation with appointment details, directions, and what to bring. Done in under 6 minutes.
All intake data maps directly into your EHR fields — no manual re-entry, no transcription errors.
Insurance details are verified automatically within minutes of submission — before the patient even walks in.
Slot is blocked in the provider's calendar and the appointment type is set based on the patient's intake responses.
The no-show prevention sequence begins automatically — no separate setup needed for each new patient.
Questions change based on previous answers. A patient coming in for back pain sees different fields than one visiting for anxiety — reducing completion time and abandonment.
Patients photograph their insurance card on mobile — our system extracts the member ID, group number, and payer name automatically via OCR.
Consent forms and HIPAA notices are signed digitally within the intake flow. All signed documents are stored in the patient record with timestamp and IP log.
The system recommends the most appropriate provider based on the patient's chief complaint, insurance, location preference, and provider availability.
Intake forms available in English, Spanish, and additional languages based on your patient population — reducing barriers for non-English-speaking patients.
Every form submission, document, and image is encrypted in transit (TLS 1.3) and at rest (AES-256). Full HIPAA compliance documented.
We'll review your current intake workflow, identify the friction points costing you time and patients, and walk you through exactly how this system would work in your clinic.
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