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Smart Intake   (Digital Patient Intake)

TM

Eliminate bottlenecks and frustration with fully automated patient intake—before or during the visit.

Say goodbye to pens, clipboards, and redundant paperwork. With Smart Intake™ from HealthTalk A.I., patients can complete their intake tasks digitally—either before their appointment via mobile or on-site with In-Office Intake. No matter when or where it happens, the process is fast, intuitive, and fully automated.

 

By reducing manual effort, Smart Intake™ helps your staff stay focused on patient care—not paperwork—and ensures no patient is left behind in the intake process. Smart Intake™ handles:
 

  • Patient registration

  • Consent forms

  • Insurance verification

  • Document uploads (e.g., clinical images)
     

At the heart of Smart Intake™ is HealthTalk A.I.’s agentic AI, which tailors each experience to the individual. It intelligently navigates EMRs and our platform to eliminate unnecessary steps—automatically identifying whether a patient is new or returning, and sending only the forms required for their visit.
 

Forms are delivered dynamically based on encounter type, visit history, and what's already on file—avoiding redundancy, reducing patient frustration, and lowering signature-related costs.
 

Whether patients check in from their phone at home or with staff support at the clinic, Smart Intake™ ensures every intake is complete, accurate, and loop-closed—so your operations run more smoothly, and patients get the experience they deserve.

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