Automated patient intake and pre-visit forms

Problem

Paper intake forms and manual insurance verification create long wait times and front-desk bottlenecks. Patients fill out the same information repeatedly.

Solution

The AI agent sends pre-visit forms via text or email, pre-fills from existing records, verifies insurance eligibility in real time, and flags issues before the patient arrives.

Benefits

• Reduce check-in wait times by 50%+
• Pre-verified insurance before arrival
• Less front-desk data entry
• Better patient experience from first contact

How to get started

1. 1

   Connect to EHR and payer APIs

   Link your electronic health record and insurance verification services.

2. 2

   Configure intake workflows

   Define which forms go to which visit types. Set pre-fill rules from existing patient records.

3. 3

   Send before visits

   The agent texts or emails patients 48 hours before. Completed forms sync to the EHR; issues are flagged.

Recommended tools

Phreesia, Luma Health, Notable Health. See the full list on the AI Healthcare Agent pillar page.