Patient Intake

Automate the first step to care navigation with

AI Intake Agents

From fax to phone calls, 100ms AI Intake Agents meet patients where they are, capturing clean data, enforcing error‑proof checklists, and syncing instantly with your systems, 24/7.

[ WHY AI INTAKE AGENTS ]

Unlock faster intakes, cleaner claims, and fewer lost patients

Cut billing errors in 1/2

Demographics, coverage checks, and authorizations validated before submission

70 % less manual data entry

Structured data flows straight into EMRs & CRMs

3× faster referral‑to‑intake cycle

No waiting on staff, forms, or faxes.

**2× higher intake completion **rates.

Conversational voice beats portals every time.

[ HOW IT WORKS ]

Intelligent Intake and Registration

100ms AI Intake Agents meet patients where they are: voice, fax, web, text - capturing clean, audit-ready data and syncing it seamlessly into your systems, 24/7.

One Intake, Synced Everywhere

Structured, audit-ready patient data—captured at the first interaction. What we collect with ≥ 98% accuracy:

Patient Demographics

Name, DOB, address, contact info, insurance ID

Medical History

Conditions, medications, allergies, past surgeries, pregnancy status

Consents & Preferences

HIPAA consent, preferred language, communication preferences, captured via voice or digitally

Omni‑Channel Data Collection

Voice calls · fax extraction · web forms · portals · SMS fall‑back.

Voice calls, fax extraction, web forms, patient portals, and SMS fallbacks - all converge into one structured intake object mapped cleanly to your EMR and CRM schemas.

Built in real‑time Registration

No bottlenecks. No duplication. Clean patient records in seconds.

For any new patient, it instantly creates a new patient profile in your CRM or EMR.

Looks up, verifies, and updates existing records for existing patients.

Prevents Duplication with Intelligent matching to prevent redundant profiles.

Real-Time 24/7 System Sync

Structured patient data flows instantly into your EMRs and CRMs — no manual work, no delays.

HL7/FHIR payloads generated automatically at capture.

Seamless sync to Epic, Athena, ModMed, eClinicalWorks, Salesforce Health Cloud, and more.

Time-stamped, audit-ready, and fully traceable.

[ ROUTING ENGINE ]

Smart Triage and Routing

Transforms raw intake data into the next best action: within milliseconds. Once intake begins, the AI doesn’t stop at data capture: it makes intelligent decisions on where the patient goes next.

Trigger Detection

Symptoms, referrals, or patient requests spark the workflow.

Dynamic Checklist Engine

Specialty‑specific questions adapt in real time.

Decision Logic

Scores severity, coverage, and resource availability.

Automated Handoff

Escalates emergencies or queues prior‑auth AI Agent → no human pager‑duty.

[ RULE FAMILIES ]

Triage and Route with Rule Families

AI voice agents triage patients, qualify needs, and route calls in real time.

[ GI PRACTICES ]

Symptom‑Based Triage

Transforms raw intake data into the next best action: within milliseconds. Once intake begins, the AI doesn’t stop at data capture: it makes intelligent decisions on where the patient goes next