Collect pre-visit information automatically

The Pre-Visit Agent automates intake collection from appointment booking or confirmation through form completion. It sends the right intake forms through text and email, tracks completion, and follows up with patients who haven't completed their forms.

Spend less time chasing paperwork and more time preparing for the visit.

Keep every pre-visit intake on track

• Automate intake collection: Send the appropriate intake forms automatically based on the patient's appointment type.
• Follow up without manual effort: Automatically remind patients who haven't completed their forms before their appointment.
• Reduce front desk workload: Eliminate repetitive follow-ups so your team can focus on patients and other important tasks.
• Know what's getting completed: Track intake forms sent, completed, and the overall completion rate from one place.

Ready to automate pre-visit agent?

Configure the Pre-Visit Agent to streamline intake collection and follow-ups before every appointment.