Operations
Patient Intake Agent
Paperwork done before the patient walks in.
WhatsAppGmailSheetsSlackNotionZendesk
★ 4.7 · 150 deployments · from $99/mo · Approval required
What it does
Gathers patient information, symptoms, and documents ahead of visits and verifies completeness. Staff receive an organised file ready for review.
Capabilities
Collect detailsRequest documentsCheck completenessSymptom notesInsurance detailsConsent capturePre-visit remindersHandoff to staff
How it works
- InputConfirmed appointment
- ResearchSend structured intake questions
- DecisionVerify details and documents
- ActionAssemble file for staff review
- ResultVisit-ready record for clinician
🛡️ Human approval — Approval required. You choose. Run it autonomously, or approve messages and actions before they go out.
50%less front-desk time
90%forms complete
15 minsaved per visit
What customers say
“Patients arrive with forms completed, so consultations begin punctually.”
JWDr. James Whitaker
Hospital Administrator
Hospital Administrator
Questions about this agent
How is patient data protected?
Through encrypted storage, access controls, and audit logs.
Does staff approve intake before the doctor sees it?
Yes. Staff review and approve each file before it goes to the doctor.
Related agents
See all agentsAgentHub · free pilot
Put Patient Intake Agent to work this week.
Free pilot. Live in 2 to 5 days.