Healthcare practices spend 45+ minutes per patient on intake and triage. 30% of patient data is incomplete or incorrect on arrival.
Streamline patient intake and triage with intelligent voice and chat agents
Automate patient registration, insurance verification, and symptom-based triage. Agents collect structured intake data, flag high-acuity cases, and route patients to the right care pathway.
85%of intake completed before patient arrival
40 minreduction in check-in wait time
92%data accuracy rate (vs. 78% manual)
1.2 FTEequivalent front-desk admin hours freed per day
.// The Challenge
The challenge
Healthcare administrators spend hours on patient intake—collecting demographics, medical history, insurance, chief complaint, and medications. Paper forms are error-prone and slow down check-in. Telephone triage can’t scale with demand, forcing patients to wait days for callback calls. Inconsistent documentation creates gaps in clinical context. Staff juggle manual data entry, verification, and scheduling coordination.
.// The Solution
How assistents solves it
assistents healthcare intake agent conducts pre-arrival voice calls or sends interactive SMS surveys to collect patient demographics, medical history, medications, allergies, and chief complaints. The agent verifies insurance eligibility in real time, flags high-risk symptoms for triage nurses, and pre-schedules appointments. Data is automatically formatted into your EHR (Epic, Cerner, eClinicalWorks). Conversational design ensures patient comfort while HIPAA integration protects PHI.
Voice Agent
Conducts pre-visit calls, collects medical history, screens for contraindications and red flags
Active
Conversational Agent
Sends SMS surveys, gathers demographics and insurance, answers patient FAQs, confirms appointments
Active
Workflow Agent
Verifies insurance eligibility, flags high-risk cases for nurse review, updates EHR in real time
Active
.// How It Works
How it works
Appointment confirmation
When a patient books an appointment, the agent calls or SMS to confirm and begin intake collection.
Collect history
Agent asks standardized questions about symptoms, medications, allergies, and relevant medical history. Responds to patient concerns.
Verify insurance
Agent checks eligibility against your insurance processor. Identifies coverage gaps. Collects authorization info.
Triage symptoms
Agent assesses chief complaint against clinical protocols. Flags high-risk symptoms for nurse triage. Recommends appropriate visit type.
Populate EHR
Intake data and triage assessment auto-populate the patient chart. Provider sees complete pre-visit summary.
.// Measurable Outcomes
Measurable outcomes
of intake completed before patient arrival85%
reduction in check-in wait time40 min
data accuracy rate (vs. 78% manual)92%
equivalent front-desk admin hours freed per day1.2 FTE
.// Get Started
Ready to see this in action?
Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.