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Patient Intake Agent
Collect patient intake details safely before the visit.
The business problem
Why this agent exists
Manual intake takes staff time, slows check-in, and frustrates patients.
What this agent does
Capabilities
Gathers demographics, insurance info, and reason for visit. Escalates urgent symptoms and never gives medical advice.
Inputs
- Patient demographics
- Insurance info
- Reason for visit
Outputs and actions
- Intake summary
- Escalation alert
- Audit transcript
Optional integrations
- Athena
- Epic (read-only)
- DrChrono
Human-in-the-loop controls
- All clinical decisions stay with staff.
- Urgent symptoms route to a clinician immediately.
Example workflow
What a session looks like
- Greet patient and explain it collects intake details only.
- Collect name, DOB, contact, and insurance.
- Ask reason for visit and basic concern.
- Detect urgent symptoms and escalate to staff.
- Summarize intake for staff review.
Security & governance
Built for production
- No diagnosis, treatment, or medication guidance.
- PHI controls and BAA available before production.
Pricing
Engagement options
From $899/month
Final pricing scoped after a free consultation. Setup, integrations, and managed support priced separately.