Patient Intake Agent
by Katexs
Collects visit reason, insurance, and routes to the right provider.
Overview
Intake is where clinics lose time. Staff repeat the same twelve questions on every call, then re-key the answers into the chart while the next patient waits. This agent runs the entire intake conversation and hands your team a completed record.
It asks for the reason for the visit, symptom duration, insurance carrier and member ID, and preferred provider, then matches the patient to the right department and availability. Anything clinical or urgent is routed straight to a nurse line. Structured intake data lands in your system before the patient walks in.
What it handles
- Collect reason for visit and symptom history
- Capture insurance carrier, member ID, and group number
- Route patients to the correct provider or department
- Send digital intake forms by SMS or email
- Escalate urgent symptoms to the nurse line immediately
Channels
Integrations
Workflow
- 01
Greet
Agent identifies the patient and confirms whether they are new or returning.
- 02
Intake
Structured questions capture visit reason, history, and insurance.
- 03
Route
Patient is matched to the correct provider and available slot.
- 04
Deliver
Completed intake record posts to the chart with a transcript attached.
What you'll need
- Provider and department directory
- Scheduling system access
- Escalation number for clinical questions