AI Patient Intake That Saves 15 Minutes Per Visit
Collect patient demographics, insurance information, medical history, and consent forms via AI voice or chat before the visit. HIPAA-compliant, with signed BAA available.
70%
Faster check-in
15min
Saved per visit
99%
Data accuracy
40%
Less paperwork
How It Works
Three simple steps to automate your patient intake.
Patient contacted before visit
The AI agent reaches out to the patient 24-48 hours before their appointment via phone call or a secure chat link sent by SMS. The process is seamless — patients simply answer questions conversationally, no forms required.
Information collected
The agent walks the patient through demographics, insurance details, current medications, allergies, and medical history using natural conversation. Data is validated in real time to ensure completeness and accuracy.
Data synced to EHR
All collected information is automatically mapped and pushed to your EHR or EMR system. When the patient arrives, their chart is already populated and the front desk can focus on welcoming them rather than processing paperwork.
Why Choose CallSphere for Patient Intake
70% faster check-in
With demographics, insurance, and history already collected, patients breeze through check-in. Wait times drop and the front desk can focus on patient experience rather than data entry.
HIPAA-compliant collection
All data is encrypted in transit and at rest. CallSphere signs Business Associate Agreements (BAAs) and maintains full HIPAA compliance for protected health information.
Reduced paperwork
Eliminate clipboards, paper forms, and manual data entry. The AI collects everything digitally and syncs it directly to your systems — reducing errors and saving staff hours every day.
Better data accuracy
The AI validates insurance IDs, verifies date formats, and confirms spelling in real time. Fewer errors at intake means fewer claim denials and billing issues downstream.
Improved patient experience
Patients appreciate completing intake from the comfort of home at their own pace. It sets a positive tone before the visit and shows your practice values their time.
Industries Using This Solution
Patient Intake is trusted by businesses across these industries.
Everything You Need
A complete feature set for enterprise-grade patient intake.
Eliminate the clipboard and cut check-in time by 70%
See how CallSphere's HIPAA-compliant AI intake agent collects patient information before they arrive. Book a demo.