Patient intake & pre-registration
Pre-registers patients before a visit: branches new vs returning, captures demographics and insurance for new patients, and confirms reason-for-visit — so the front desk starts with everything ready.
Runs on web, telephony.
Last updated 2026-06-30
The conversation flow
Patient intake & pre-registration is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“Hi! I can pre-register you for your visit so check-in is quick. Are you a new patient with us, or have you been seen here before?”
How it works
- 1New or returning
Greet and find out if they are a new or returning patient.
- 2New-patient intake
Carefully capture full name, date of birth, phone, {insurance_provider} and member ID, and the {reason_for_visit}. Read insurance details back.
- 3Returning patient
Confirm identity (name + date of birth), ask if any insurance or contact details changed, and capture the {reason_for_visit}.
- 4Save intake
Use save_intake to record everything, and tell the patient they're pre-registered and what to bring.
Tools & integrations it uses
More Healthcare templates
Frequently asked questions
What does the Patient intake & pre-registration agent do?
Pre-registers patients before a visit: branches new vs returning, captures demographics and insurance for new patients, and confirms reason-for-visit — so the front desk starts with everything ready. On a call it can create record. You install it, connect your tools, and it's ready to take or make calls.
How does the Patient intake & pre-registration agent handle a call?
It follows a guided flow: new or returning, new-patient intake, returning patient, and save intake. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Patient intake & pre-registration agent?
Connect Airtable so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Patient intake & pre-registration support?
It runs on web and telephony, in EN. You can change the voice and language in the builder.
How quickly can I launch the Patient intake & pre-registration agent?
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Patient intake & pre-registration agent
Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.