An AI phone agent platform that automates pre-appointment patient intake calls for medical practices.
An AI voice agent that handles pre-appointment patient intake allergies, medications, and history before the patient ever walks in.
Front-desk and clinical staff at medical practices lose significant time on the same repetitive pre-appointment call every time: confirming allergies, current medications, and medical history. It's necessary work, but it's also exactly the kind of structured, repetitive conversation an AI voice agent can handle reliably if it's built to actually sound natural on the phone and capture clinically usable data, not just transcribe a call.
A streamlined call scheduling and management interface that enables care teams to organize patient calls, configure call preferences, and connect patients with the right agent efficiently.
Patient details and eligibility context
Flexible language and time preferences
Agent assignment and call scheduling
Automated call tracking and outcomes
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IntakeIQ combines AI voice technology, telephony, and workflow automation to streamline patient intake before appointments. The system handles patient conversations, captures structured information, and makes the collected data available for staff review.
AI-Powered Patient Calls:
Conducts natural, automated conversations with patients before their appointments, reducing the need for repetitive manual calls.
Automated Intake Questions:
Guides patients through predefined questions about allergies, medications, and medical history to ensure consistent data collection.
Intelligent Data Capture:
Converts patient responses into structured and organized information, making it easier for staff to review and use.
Automated Call Scheduling:
Schedules and initiates intake calls based on upcoming appointments, helping complete patient intake before visits.
Call Activity Monitoring:
Tracks scheduled and completed calls, giving staff visibility into intake progress and identifying calls that need attention.
Self-Service Practice Onboarding:
Allows medical practices to onboard themselves and configure their intake workflows without extensive technical assistance.
Admin & Support Management:
Provides administrative controls for managing practices, users, platform usage, and delegated support access.
Cloud-Based Architecture:
Uses secure authentication and scalable cloud infrastructure to support reliable access and growing patient intake volumes.
A self-serve platform that lets any medical practice automate a genuinely time-consuming, repetitive administrative task — giving front-desk and clinical staff time back without sacrificing the accuracy of what's collected before a patient's visit.
