AI patient intake.
Clinical-grade reliability.
An AI agent that replaces paper forms and repetitive phone calls. It captures structured clinical data, syncs it to your EHR, and delivers a diagnosis draft — before the provider walks in.
Trusted integrations with leading EHR systems
How It Works
From patient to provider-ready in minutes
Four steps. No paper. No data entry. No wasted time.
Patient Begins Intake
Patient receives a link or opens the intake portal. The AI agent greets them and starts the conversation.
AI Asks Smart Questions
Contextual, adaptive questioning captures chief complaint, history, medications, allergies, and more.
Data Syncs to EHR
Structured data is validated and pushed directly into the patient's electronic health record in real time.
Provider Reviews Draft
The clinician receives a complete intake summary with a preliminary diagnosis draft before the visit.
The Product
How IntakeAI transforms your practice
From the moment a patient engages, our AI replaces traditional intake — asking the right questions, structuring clinical data, and preparing providers with actionable insights.
Conversational AI Intake
Our AI agent conducts natural, empathetic conversations with patients — adapting questions based on their responses, medical history, and presenting symptoms.
Automatic EHR Population
Every data point captured during intake is structured and mapped to your EHR fields automatically. No manual data entry, no transcription errors.
Diagnosis Draft Generation
Before the appointment begins, providers receive a concise clinical summary with a preliminary diagnosis draft — reviewed and confirmed by the clinician.
See it in action
Watch how IntakeAI conducts a real patient conversation — capturing symptoms, medications, and history in a natural dialogue, then syncing structured data directly to the EHR.
Captured Data
Chief Complaint
Headache, Fever
Duration
3 days
Medications
Ibuprofen 200mg
Severity
Moderate (6/10)
Capabilities
Built for clinical workflows
Everything your practice needs to modernize intake — without disrupting the workflows your team already knows.
Adaptive AI Questioning
Context-aware follow-up questions that adapt in real time based on patient responses and medical history.
Structured Data Capture
Clinical data extraction from natural conversation — demographics, symptoms, medications, and more.
EHR Integration
Seamless connectivity with Epic, Cerner, Athenahealth, AllScripts, and other major EHR systems.
Diagnosis Drafts
AI-generated preliminary diagnosis with supporting evidence, ready for provider review and confirmation.
30+ Languages
Conduct intake in the patient's preferred language, breaking down barriers for diverse populations.
Live Analytics
Track completion rates, average times, common conditions, and workflow bottlenecks in real time.
Security & Compliance
Your patients' data is our top priority
Built from the ground up with healthcare data protection in mind. Every layer of IntakeAI is designed for clinical-grade security.
HIPAA Compliant
Full compliance with HIPAA Privacy and Security Rules. Business Associate Agreements included with every plan.
Annual third-party audits
SOC 2 Type II
Independently audited security controls for data processing, storage, and transmission.
Continuous monitoring
256-bit Encryption
AES-256 encryption at rest and TLS 1.3 in transit. Your patients' data is always protected.
Zero-knowledge architecture
Data Residency
Choose where your data is stored. US, EU, and custom region options for regulatory compliance.
SOC 2 certified data centers
What Providers Say
Trusted by practices across the country
“IntakeAI cut our average intake time from 15 minutes to under 4. Our front desk staff can finally focus on patients instead of paperwork.”
Dr. Rachel Torres
Medical Director, Pacific Primary Care
“The EHR integration is seamless. Data flows directly into Epic without anyone touching it. We've eliminated transcription errors completely.”
James Liu
Practice Administrator, Meridian Health Partners
“Our Spanish-speaking patients love it. For the first time, they can complete intake in their own language without needing a translator.”
Dr. Maria Santos
Family Medicine, Community Health Alliance
Pricing
Pay per intake, not per seat
You only pay for completed intakes. No monthly minimums, no per-user fees.
Essentials
Everything you need to get started. Pay only for completed intakes.
- Pay per completed intake
- Basic EHR integration
- Email support
- Standard analytics dashboard
- English language support
Professional
Advanced features for growing practices that need the full platform.
- Everything in Essentials
- Advanced EHR integration
- Priority support
- Custom intake workflows
- Advanced analytics & reports
- Multi-language support
- Diagnosis draft generation
Enterprise
Tailored pricing for health systems with high volume or complex needs.
- Everything in Professional
- Dedicated account manager
- 99.99% uptime SLA
- Custom integrations & API
- On-premise deployment option
- SAML SSO
- Audit logs & compliance reports
High volume? Talk to us about custom rates
FAQ
Common questions
Find answers to common questions about AI patient intake and IntakeAI.
Want to learn more? Read our guide to patient intake, learn what AI patient intake is, discover the best voice AI for patient intake calls, or explore the future of AI patient intake.
About
Rethinking patient intake from the ground up
Patient intake hasn't changed in decades. Clipboards, PDF forms, and repetitive questions waste time for patients and staff alike. We built IntakeAI because we saw a better way.
IntakeAI automates the entire intake process — from scheduling to pre-visit data collection — so your team can focus on delivering great care instead of chasing paperwork.
Built with HIPAA compliance and EHR integration at its core, IntakeAI works with the systems you already use.
Get Started
Ready to modernize your intake?
Schedule a demo or send us a message. We'll show you how IntakeAI fits your practice.
Call us
+1 (800) 555-0199
Mon–Fri, 8am–6pm PT
hello@intakeai.com
Office
548 Market St, Suite 72000, San Francisco, CA 94104