Patients arrive prepared.
Your staff stays unburdened.
The Smart Intake System contacts patients automatically, sends secure forms, collects their complete history, and schedules the right appointment — all based on urgency and doctor availability.
Sarah Chen
Referred by Dr. Patel
Contacted
Forms sent
Complete
Booked
James Wilson
Referred by Dr. Singh
Contacted
Forms sent
Waiting
Pending
Robert Kim
Referred by St. Michael's
Contacted
Pending
Pending
Pending
AI Communication Log — James Wilson
"Hi James, this is Dr. Thompson's office. We received your referral and need a few details before your appointment. I'm sending a secure form now."
"Got it, filling it out now. I forgot to list my allergies though."
"No problem — I've reopened the allergies section for you. Please complete it when you can. Your appointment will be confirmed once we have everything."
Intelligent intake, not just forms
AI patient communication
The system reaches out to patients via SMS or email with a warm, professional message. It answers their questions, handles follow-ups, and requests missing information — all automatically.
Secure, compliant forms
PIPEDA and HIPAA-compliant intake forms are sent via a secure link. Patient data is encrypted end-to-end and flows directly into your workflow — no paper, no faxing back and forth.
Smart scheduling
The AI evaluates case urgency and cross-references your calendar availability. Urgent cases get priority slots. Routine follow-ups fit into open windows. No back-and-forth calls needed.
Completeness validation
If a patient skips a required field or provides incomplete data, the AI follows up automatically. By the time they walk in, their file is 100% complete — guaranteed.
Designed by clinic teams who onboard patients daily
Let every patient arrive prepared
Eliminate the phone tag, the incomplete forms, and the staff hours wasted chasing information. Your AI assistant handles it all — 24/7.
Start Saving Today