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AI Patient Intake & Scheduling

Automate Patient Intake. Schedule Smarter.

Your AI Patient Intake & Scheduling Teammate automates patient registration, insurance verification, and appointment scheduling across every channel — reducing wait times by 50% and no-shows by 40%.

HIPAA Compliant SOC 2 Type II Fully Auditable
What This Teammate Does

End-to-End Patient Intake & Scheduling — Automated

From first contact to appointment confirmation, your AI teammate streamlines the entire patient onboarding journey.

Digital Patient Registration

Captures demographics, medical history, and consent forms digitally — eliminating paper forms and manual data entry at check-in.

Insurance Eligibility Verification

Verifies insurance eligibility, benefits, and copay amounts in real time before the appointment — reducing claim denials.

Intelligent Appointment Scheduling

Matches patients to optimal time slots based on provider availability, appointment type, and patient preferences — maximizing utilization.

Automated Reminders & Confirmations

Sends appointment reminders via SMS, email, and voice — with easy reschedule options that reduce no-shows by 40%.

Pre-Visit Questionnaires

Delivers condition-specific intake questionnaires before visits, giving clinicians structured data before the patient arrives.

Document Collection & Management

Collects referrals, prior records, imaging, and lab results ahead of appointments — assembled in the chart automatically.

Who It's For

Built for Healthcare Leaders Who Need Efficiency at Scale

Designed for executives and operations leaders responsible for patient experience, throughput, and front-office costs.

VP of Operations

Operations leaders who need to reduce front-desk bottlenecks, improve throughput, and cut registration time without adding staff.

  • 50% faster registration
  • Eliminate paper forms
  • Handle volume surges

CFOs & COOs

Executives focused on reducing front-office costs, improving collections, and minimizing missed appointments that impact revenue.

  • 40% fewer no-shows
  • Lower front-office costs
  • ROI within 30 days

Patient Experience Leaders

CX leaders who want to modernize the patient journey with digital-first intake and frictionless scheduling.

  • Digital self-service
  • Higher patient satisfaction
  • Shorter wait times
What It Replaces

Replace Paper Forms with Digital Intelligence

AI Patient Intake directly displaces manual registration, phone-based scheduling, and paper-driven workflows.

Traditional Model
AI Teammate
Paper registration forms
Digital self-service intake
Phone-based scheduling
AI-powered smart scheduling
Manual insurance verification
Real-time eligibility checks
High no-show rates
Automated multi-channel reminders
Manual data entry at check-in
Pre-populated EHR records
Measurable Impact

KPIs That Move the Business

Every deployment is benchmarked against the metrics that matter most to healthcare operations leaders.

50%Faster Registration

Digital intake cuts registration time from 15 minutes to under 7 minutes per patient.

40%Fewer No-Shows

Multi-channel reminders with easy reschedule options dramatically reduce missed appointments.

95%Eligibility Verified Pre-Visit

Insurance verification completed before arrival, reducing claim denials and surprise billing.

+20%Schedule Utilization

Smarter scheduling and waitlist management fill gaps and maximize provider time.

+35NPS Improvement

Digital-first experience with shorter wait times drives measurable patient satisfaction gains.

↓30%Front-Office Costs

Automate registration and scheduling tasks, reducing front-desk staffing requirements.

Seamless Integration

Connects to Your Existing Healthcare Systems

Your AI teammate integrates with the EHR, PMS, and patient engagement platforms you already use.

Epic & Cerner

Native HL7 FHIR integration for patient demographics, scheduling, and insurance verification.

athenahealth & eClinicalWorks

Bi-directional sync for appointment management, patient records, and billing workflows.

Scheduling Platforms

Connects to Zocdoc, Phreesia, and custom scheduling systems for unified appointment management.

Patient Communication

Integrates with Twilio, SendGrid, and patient portals for multi-channel reminders and confirmations.

Insurance Clearinghouses

Connects to Availity, Change Healthcare, and Trizetto for real-time eligibility verification.

API & Webhook Support

RESTful APIs and configurable webhooks for custom integration with any healthcare system.

Deployment Timeline

Live in Weeks — Not Quarters

A structured deployment that delivers measurable results from the first sprint.

Week 1–2

Discovery & Configuration

  • Map intake workflows and scheduling rules
  • Configure EHR, PMS, and clearinghouse integrations
  • Set up intake forms, questionnaires, and reminder templates
  • Configure HIPAA controls and audit logging
Week 3–4

Pilot Launch & Validation

  • Deploy at selected clinic or department
  • Human-in-the-loop validation of registration accuracy
  • Benchmark KPIs: registration time, no-show rate, satisfaction
  • Iterate based on staff and patient feedback
Week 5+

Scale & Optimize

  • Expand to additional locations and departments
  • Continuous optimization of scheduling algorithms
  • Onboard additional care teams
  • Quarterly reviews with ROI benchmarking
Governance & Trust

Enterprise-Grade Security for Patient Operations

Every action is auditable. Every record is protected. Built for HIPAA-regulated environments.

Human-in-the-Loop by Default

Complex scheduling conflicts and exceptions route to front-desk staff. AI handles volume — humans retain authority.

HIPAA & SOC 2 Compliant

Full audit trails, BAA support, role-based access, and compliance logging for healthcare regulatory requirements.

PHI Protection & Encryption

End-to-end encryption, data residency controls, and configurable retention policies for protected health information.

Works With Your EHR & PMS

Connects to Epic, Cerner, athenahealth, and custom systems via HL7 FHIR and secure APIs.

Get Started in 30 Days

Launch Your AI Patient Intake Pilot

See measurable results — faster registration, fewer no-shows, and higher satisfaction — within your first month.

Live in 2–4 Weeks SOC 2 Type II Human-in-the-Loop No Data Lock-in