By profession · Patient intake software
Patient intake software that preps the visit, not the diagnosis
Patient intake is paperwork-heavy and easy to start badly. Consultations is patient intake software that runs the intake conversation before the visit. The AI collects the background, history, and forms your practice needs, in a private, plain-language exchange that patients find easy to complete.
It qualifies the inquiry against your criteria, books the appointment, and hands the clinician a prepped intake summary, so the visit starts with the basics already done. The agent handles intake, forms, and scheduling only. It never gives medical advice or assessments. Your licensed clinicians always advise, and every detail a patient shares is consented to, kept private, and owned by your practice.
One AI conversation · qualifies and books · you get a prepped brief
Pick a profession, watch the brief fill itself
The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
↑ pick a profession to run the intake
Discovery consultation
liveIntake brief
Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
bookedat
Brief ready for
Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with patient intake software
Intake before the visit
History and forms are collected ahead of time, so appointments start without the clipboard.
Private by design
Every detail a patient shares is consented to and handled privately, and owned by your practice.
Intake, not medical advice
The agent gathers information and books. Your clinicians make every clinical judgment.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Collect patient history and forms before the visit
- Run intake in a private, plain-language conversation
- Qualify and route inquiries to the right service
- Book the appointment and hand off a summary
- Keep patient data private and practice-owned
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
Good questions
Questions about patient intake software
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Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice