Patient access · Built, rolling out
Paperwork finished before the patient arrives
New patients complete their forms by link, in the waiting room, or on the phone with the AI.
Patient inboxSample data
- CallNew patient, Maria G.Booked Tue 9:30
- TextReschedule, James P.Moved to Fri
- WebOnline booking, Lena K.Booked Mon 2:00
- FormIntake packet, Omar S.2 of 3 signed
Answered100%
After hours31
Languages6
Digital intake
What it does
- Form packetsSend registration, history and consent forms as one link by text or email, with each signed form saved as a PDF.
- Waiting-room QR codeA QR code opens a form session for whoever scans it.
- Intake on the callThe agent collects registration details during the call and staff create the chart in one click.
- Insurance card readingPhotos of insurance cards are read automatically for staff to review.
More in Patient access
- AnswerAn AI receptionist that answers every call, around the clock.
- BookBooks, moves and cancels visits directly in your PMS.
- RouteWarm transfers and after-hours on-call routing.
- ConnectTwo-way texting and web chat in one staff inbox.
- Live TranslateReal-time interpretation between staff and callers.
- Patient portalPatients manage visits, bills and forms in one place.
- Self-schedulingOnline booking on your website, straight into the PMS.
Run your whole practice on one engine.
Calls, referrals, insurance and payments, connected to the systems you already use.
Or hear the agent now at (415) 830-4281