Clinic intake assistant
An AI assistant that handles patient intake by chat and SMS, books appointments and writes structured summaries into the clinic's records system.
- Client
- Multi-site outpatient clinic group
- Industry
- Healthcare
- Timeline
- 14 weeks
Results
fewer intake phone calls
average intake time
booking availability
Front-desk staff spent most of the day on the phone collecting the same intake details while patients waited on hold. Paper forms led to missing information and double entry.
- 01
Mapped the intake journey with front-desk staff and clinicians
- 02
Built a chat and SMS agent that collects history, insurance and symptoms in plain language
- 03
Added clinician-approved guardrails and instant hand-off to staff for anything urgent
- 04
Wrote structured summaries straight into the records system through its standard API
Built with
- Claude
- FHIR
- Next.js
- Twilio
- AWS
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