Pre-Visit Intake
The right forms sent before the visit, checked when they come back, with a summary prepared for the care team.
Intake form · first visit
Reason for visit
Knee pain
Consent
Signed
Insurance details
Missing
Visit summary
- Patient details
- Reason for visit
- InsuranceRequested
Overview
Before a visit, clinics need patient details, insurance information, consent forms and the reason for the visit. When this is collected at the front desk, check-in takes longer and details are often incomplete. Indite sets up an AI agent that sends the right forms before the visit, checks what comes back and prepares a summary for your care team.
Challenges
Forms filled at check-in
Patients complete paperwork in the waiting room, which slows down check-in.
Wrong forms sent
Different visit types need different forms, and patients can receive the wrong set.
Gaps found too late
Missing insurance details, signatures or documents are often discovered only at check-in.
Information is spread out
Care teams read through several forms to find what they need before the visit.
Solution
Send the right forms
Based on the visit type, the agent sends the correct forms by WhatsApp, SMS or email.
Check what comes back
The agent checks each returned form for missing fields, signatures or documents.
Ask for anything missing
Patients are asked to complete missing details before the visit.
Prepare a summary
The agent prepares a summary of the patient’s answers for the care team.
Connects with: WhatsApp, SMS and email, form and e-signature tools (such as Typeform, Tally or DocuSign), and your EHR or HIS through FHIR or APIs.
Business Impact
Paperwork done before arrival
Patients can complete their forms at home before the visit.
Gaps found early
Missing details are identified before the visit instead of at the front desk.
A summary ready for the care team
Clinicians see the key details in one place before the patient arrives.
Forms saved to your records
Completed forms are stored in the patient’s record for later reference.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.