Platform / Intake
Turn first contact into a reviewed clinic intake.
Smart Intake captures patient context before the visit and routes it into a staff review queue, so your team starts with structured information instead of scattered messages.
Live
Where it helps.
Lower-friction entry
Patients start from your website, a QR code, WhatsApp, SMS, or email without installing an app.
Structured for review
Symptoms, goals, consent, and contact details arrive as a clean clinic-facing summary.
Escalation stays visible
Red flags and incomplete fields are surfaced before the intake becomes operational noise.
How the module runs inside the loop.
Patient opens a clinic-branded link
A website chat, QR code, or message sends them into a short guided intake.
The assistant structures the context
Answers are grouped, summarized, and checked for missing or concerning information.
Staff approve next steps
Your team decides whether to book, request more detail, escalate, or hand off.
Common questions.
Does Smart Intake replace our booking form?
No. It can sit beside your current form or become the first-contact flow once the clinic approves it.
Can intake be specialty-specific?
Yes. The pilot usually starts with one workflow such as post-op, GLP-1, aesthetics, dental, or chronic care.