AI Intake Assistant
Collect intake, history, and insurance before the visit so appointments start on time.
Before
The front desk retypes forms and insurance by hand, so visits start late.
After
Intake, history, and insurance collected and written back before the patient arrives.
What it handles
- Send and collect intake forms before the appointment
- Capture medical history and insurance details
- Write completed intake back to the patient record
- Flag missing or inconsistent information for staff
When it hands off to a human
Alerts staff when intake reveals a red-flag symptom, a coverage gap, or missing consent.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Does it write intake back into the chart?
Yes — completed forms, history, and insurance are written to your practice-management system before the visit.
How is patient health data handled?
Data is collected under Québec's Law 25 and applicable privacy rules, with consent captured and access limited to your clinic.
What if a form is incomplete?
It follows up with the patient and flags anything still missing for your staff before the appointment.
Can patients fill forms by text?
Yes — patients complete intake by text or a secure link in their language.
Does it capture insurance details?
Yes, it collects and verifies the coverage information your billing needs.
Last updated: July 2026