Dental and medical practices · Dental & medical
Handling new-patient intake calls with AI
The intake call is your first impression. Keep it short, collect only what you need and hand the rest to a person.
What to collect by phone
Name, phone, reason for visit, insurance carrier and preferred times.
What to avoid
Do not collect more sensitive information than needed over the phone. Use secure forms for the rest.
Handoff
Send staff a clean summary and let a person finish the process.
Common questions
Should it collect insurance IDs?
Probably not. Keep that for a secure form.
How long should intake take?
A few minutes.
Want to talk it through?
Tell us what you are dealing with. We will give you a straight answer on whether automation is worth it for your business.