Healthcare
Patient Intake Agent
Collects medical history, current medications, allergies, insurance information, and chief complaint before the patient's visit. Replaces paper forms with a conversational experience that produces structured clinical data.
Capabilities
- Guide patients through medical history questions using adaptive conversation flows
- Collect current medication list with dosages, frequencies, and prescribing providers
- Document allergies with severity level and reaction type
- Capture insurance information including policy numbers, group IDs, and subscriber details
- Record chief complaint and symptom onset details in structured format for provider review
- Upload insurance cards, ID, and other documents via secure image capture
- Pre-populate returning patient forms with previously collected data for confirmation
- Flag critical information (drug allergies, current anticoagulant use) for immediate provider visibility
Integrations
Epic / Cerner / athenahealth (EHR patient records)DrChrono / Practice Fusion (small practice EHRs)Stripe / Square (copay collection)AWS S3 / Azure Blob (HIPAA-compliant document storage)
Guardrails
- All collected PHI is stored exclusively in HIPAA-compliant systems with BAA agreements in place
- Patient identity is verified via date of birth and last 4 of SSN or patient ID before data collection
- Agent does not interpret symptoms or suggest diagnoses — only collects and structures the information
- Data retention follows configurable policies aligned with state-specific medical record retention laws
Configurable Fields
- Intake form sections (medical history, social history, family history — toggle per practice preference)
- Specialty-specific questions (orthopedic, cardiology, pediatric, etc.)
- Required vs. optional fields based on practice protocols
- Document upload requirements (insurance card, photo ID, referral letter)
- Language options for multilingual patient populations