Patient Intake Automation
Patients arrive ready. Staff arrive informed. Nobody's filling out clipboards.
Typical ROI
3-4x in Year 1
Implementation
3-4 weeks
Industries
Dental offices +
The Problem
New patients arrive with incomplete paperwork. Front desk staff spend 10–15 minutes per patient manually entering data from paper forms into your EHR. Insurance verification is done manually and often incomplete. Providers walk into appointments without the context they need — and first impressions suffer.
What We Build
Pre-appointment intake — When an appointment is booked, AI sends a secure packet: health history, consent forms, and insurance card upload.
Automated reminders — If forms aren't completed, AI sends follow-up reminders 5 days, 3 days, and 1 day before the appointment.
Insurance verification — Insurance information is automatically verified against your accepted plans. Issues flagged for front desk follow-up.
Data entry — Completed intake data is automatically populated into your EHR or practice management system. No manual entry.
Provider briefing — Before the appointment, the provider receives a structured patient summary: health history, insurance status, reason for visit.
Follow-up coordination — Post-appointment, AI triggers care plan documentation requests and schedules follow-up outreach.
Common Integrations
Example Scenario
A multi-provider dental practice with 3 locations processes 120+ new patients per month. Front desk staff spend 15 minutes per new patient on data entry. Incomplete insurance info causes billing delays on 25% of new patient claims. We build a digital intake workflow that sends forms 5 days before the appointment, verifies insurance automatically, and populates Dentrix. Front desk time per new patient drops from 15 minutes to 2. Insurance claim rejection rate drops 60% in the first quarter.
Ready to Build This for Your Business?
Book a free discovery call. We'll map your workflow and give you a concrete ROI projection.
Discuss This Workflow