SmartCHAT Patient Intake

Streamline patient registration & intake, eliminate paperwork and improve the patient experience with conversational AI SmartCHAT technology.

Automated Patient Communications

Automatically send text and email messages to patients to start the registration & intake process when referrals arrive or prior to appointments based on predefined templates and rules.

Patient Intake & Consent on Phones

Patients complete the registration & intake process on their phones by answering questions using SmartCHAT conversational AI and signing consent forms electronically. Patients are notified automatically in subsequent messages if they do not complete all the required fields prior to the appointments.

Scanning Patient Insurance Cards

Patients take photos of the front and back of their insurance cards on their phones and the system scans the cards, pulls the information and automatically updates the patient charts.

Signing Consent Forms Electronically

Patients review consent forms and sign them electronically on their phones, eliminating paperwork and manual processes by office staff. Electronically signed consent forms are automatically attached to patient charts in your EHR.

SmartFORM Custom Form Builder

SmartFORM Custom Form Builder allows you to create and manage digital versions of your registration and consent forms. You can make updates to consent forms at any time and fields defined in your custom forms along with SmartCHAT AI technology drive the registration & intake process on patient phones.

Seamless EHR Integrations

Robust integrations allow completed patient registration forms and signed consent forms to be automatically routed to your EHR and attached to patient charts. Streamline the intake process for your team by eliminating manual steps and errors.

More Digital Front Door Tools

Along with patient registration & intake, improve the patient experience with a provider directory and online scheduling on your website. Send automated text and email messages allowing patients to confirm, cancel or reschedule appointments right from their phones. Reduce administrative overhead, improve capture rate and decrease no-shows.