Collect Client Information Before Every Appointment
An AI intake agent gathers the information you need before each appointment — health forms, project details, preferences, or documents — so your sessions start prepared and on time.
AI Intake Agent is an intelligent agent that automates an ai intake agent gathers the information you need before each appointment — health forms, project
What AI Intake Agent Can Do
How It Works
Booking triggers intake
When an appointment is confirmed, the intake agent automatically sends the appropriate intake form or questionnaire based on the service type.
Client completes intake
The client fills out the form at their convenience — through a conversational flow or traditional form. The agent guides them through each section.
Incomplete forms are chased
If the client hasn't completed their intake by a configurable deadline before the appointment, the agent sends a friendly reminder with a direct link.
Data is ready for the provider
Before the appointment starts, the provider has a complete, structured summary of everything the client submitted — ready to review in seconds.
Key Benefits
Prepared Appointments
Providers walk into every session with full context — client history, preferences, and requirements — eliminating the first 10 minutes of information gathering.
Higher Completion Rates
Conversational intake and timely reminders mean more clients actually complete their forms, compared to static forms that get ignored.
Less Time Wasted
Appointments run on schedule because the information gathering happens before the client walks in, not during valuable session time.
Reduced Errors
Structured, validated data collection eliminates the illegible handwriting, missing fields, and misunderstood questions of paper forms.
Who Uses AI Intake Agent
Frequently Asked Questions
Can I create different intake forms for different services?
Yes. Each service type can have its own set of intake questions. A new patient visit collects different information than a follow-up, and the agent automatically sends the right form based on the booking.
Is client data secure?
All intake data is encrypted in transit and at rest. Access is restricted to authorized staff, and you control data retention policies. The system is designed with privacy regulations in mind.
What if a client doesn't complete the intake?
The agent sends configurable reminders before the appointment. You can choose whether to allow the appointment to proceed without completed intake or require it before confirming.
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