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Cut patient intake time.
Start care faster.

AI-powered digital patient intake solution that automates patient intake and improves caregiver connect for new patients, aligned with HIPAA regulations.

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Healthcare challenges

  • Repetitive forms and fragmented portals slow the first touchpoint.
  • Manual document checks create errors and rework.
  • Caregiver assignments miss key preferences and real availability.
  • Digital patient Intake varies by region, so quality swings and costs rise.

Introducing our AI-Powered Patient Onboarding solution

Our AI-powered Patient Onboarding solution turnsdigital patient intake into a guided, data-clean flow that ends with a confirmed visit and the right caregiver.

Furthermore, it works with your EHR, CRM, and messaging tools, and it scales across locations with the same playbook.

Simple Patient
Registration

Capture care needs, location, and lifestyle choices in a clean chat screen.

Agentic AI
Memory

Securely stores patient context to personalize repeat interactions. 

Smart Matching
Engine

Finds caregivers using skills, proximity, availability, and fit scores. 

Lifestyle
Alignment

Filter by preferences such as pet-friendly, non-smoker, child-friendly, or errand support.

Real-Time
Availability

Show only caregivers who are free and open to new assignments.

Instant Scheduling
Support

Book visits and send reminders without back-and-forth calls.

How it works

  • Conversational intake
  • Document parsing that actually works
  • Session/state handling
  • Caregiver matching
  • Scheduling and notifications
  • APIs to your systems
Conversational intake

Adaptive questions confirm details in real time and cut drop-offs.

Document parsing that actually works

Upload photos or PDFs. Azure AI extracts fields like policy number and DOB. Data lands clean in Snowflake.

Session/state handling

If a patient pauses, they resume from the same step.

Caregiver matching

Weighted scores consider skills, languages, travel time, visit history, and rules you set.

Scheduling and notifications

Offer the earliest valid slot. Email and SMS share visit details with reschedule links.

APIs to your systems

FastAPI exposes results for your EHR or CRM. Audit logs record every step

Impact Delivered

  • Shortens patient intake period with clear, adaptive questions.
  • Cuts manual entry by reading IDs, insurance, and forms correctly.
  • Improves caregiver matches using skills, language, distance, and visit history.
  • Confirms real availability to reduce no-shows with easy scheduling feature.
  • Sends clean, structured data to your EHR or CRM through secure APIs.
  • Records every step with role-based access and audit logs for HIPAA needs.

Ready to shorten patient
intake and start care sooner?

Request a demo to witness Patient Onboarding in action.

Get in touch