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Patient intake

Every inquiry answered, recorded and given a next step.

Calls, forms, faxes and referrals, day and night, with a person on every clinical question.

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One inquiry, from first call to paid claim.

Follow one Saturday-night inquiry through the work agents do and the decisions your people make.

Illustrative scenario, no client data

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AI assistants now call businesses and fill in forms for people: Google's AI calling and ChatGPT agent both launched in 2025. Intake can answer them, and it confirms with the patient before anything personal is shared.

  1. Arrived viaNew-patient form 23:40 · call back requested · called 23:41Form 23:40 · called back 23:41New-patient form 23:40 · in a shared inboxIn a shared inbox
  2. CoverageActive · in network · copay on fileActive · in networkNot checked · waits for MondayNot checked
  3. AppointmentNew-patient visit Monday 9:00 a.m.Visit Mon 9:00 a.m.None · she has booked elsewhereNone
  4. ConsentIntake forms and consent signed by the patient on her phoneSigned by the patientNot sentNot sent
  5. ClaimAuthorization on file · checked against this payer's past denials · acceptedAccepted by the clearinghouseNo visit, so no claimNo claim
  6. PaymentPaid · 1 line denied as not medically necessary · appeal draftedPaid · 1 line under appeal$0 collected$0
Record so far: 1 of 6 completeRecord so far: 1 field stalledRecord so far: 2 of 6 completeRecord so far: 2 fields stalledRecord so far: 4 of 6 completeRecord so far: 4 fields stalledRecord so far: 5 of 6 completeRecord so far: 5 fields stalledRecord so far: 6 of 6 completeRecord so far: 6 fields stalled

  1. Nine ways in, one record

    • Phone call
    • Web form
    • Chat or text
    • Referral from a hospital or clinician
    • Faxed or emailed packet
    • Partner or directory listing
    • Family member or walk-in
    • AI assistant acting for a patient
    • Past inquiry coming back

    AI assistants now call businesses and fill in forms for people: Google's AI calling and ChatGPT agent both launched in 2025. Intake can answer them, and it confirms with the patient before anything personal is shared.

  2. With MeoToday

    Arrives SAT 23:4023:41

    1 min · Since the form · illustrative33 h 30 min · Until the Monday 09:10 call back · illustrative

    Calling back · 23:41Automated · AI disclosed · recorded
    Form 23:40 · call back requested→ called 23:41
    In a shared inboxFirst call back on Monday.

    23:41 Call-back placed23:41 Waiting for Monday

    A person decides: If a clinical question comes up on the call, it goes to your on-call clinician at once, under your own protocol.

    The form arrives at 11:40 p.m. with "call me now" ticked. An agent calls back a minute later with your intake script, and says it is automated and that the call is recorded.The form waits in a shared inbox, and the answering service says someone will call on Monday.

    Today

    The form waits in a shared inbox, and the answering service says someone will call on Monday.

    With Meo

    Call-back placed within 1 min of the form (illustrative).

    Standards and formats: Arrives

    Call-back request and consent on the form · AI disclosure · recording notice

  3. With MeoToday

    Coverage SAT 23:5223:52

    12 min · Since the form · illustrative33 h 30 min · Until the Monday 09:10 call back · illustrative

    Her health plancard photo read
    Self-pay estimatenot needed
    In-network benefits271 · active · copay on file
    Not checkedSomeone calls the plan on Monday.

    23:52 Coverage verified23:52 Not checked

    A person decides: Your benefits team confirms anything quoted to a patient as cost.

    It reads the photo of her insurance card and runs the eligibility check. Her plan is active and in network, and her copay is on file before anything is booked.Coverage waits until Monday, when someone calls the plan.

    Today

    Coverage waits until Monday, when someone calls the plan.

    With Meo

    Coverage verified within 12 min of the form (illustrative).

    Standards and formats: Coverage

    X12 270/271 eligibility · in-network check

  4. With MeoToday

    Booked SAT 23:58BY SUN

    18 min · Since the form · illustrative33 h 30 min · Until the Monday 09:10 call back · illustrative

    MON9:00a.m.
    New-patient visitMonday 9:00 a.m. · written to your EHR
    Intake forms and consent signed by the patient on her phone
    No bookingBy Sunday she has booked with another provider. In this illustrative scenario she never comes back.

    23:58 Visit bookedBY SUN Lost to follow-up

    A person decides: A clinician reviews the intake before the visit.

    It books a new-patient visit for Monday at 9:00 a.m. She agrees to texts and signs the intake forms and consent on her phone. The file is in your EHR before your front desk opens.By Sunday she has booked with another provider.

    Today

    By Sunday she has booked with another provider.

    With Meo

    Visit booked within 18 min of the form (illustrative).

    Standards and formats: Booked

    Intake forms and consent · written to your EHR

  5. With MeoToday

    Claim DAY 12DAY 12

    Day 12 · After the form · illustrative33 h 30 min · Until the Monday 09:10 call back · illustrative

    837P→ClearinghouseAccepted · 277CA
    Authorization on fileChecked against this payer's past denials
    No claimNo visit, so nothing to bill.

    DAY 12 Claim accepted by the clearinghouseDAY 12 No claim

    A person decides: A certified coder approves any code change that raises reimbursement.

    Day 12. Before the claim goes out, an agent checks the authorization, the units and this payer's past denials. The clearinghouse accepts it.No visit, so no claim.

    Today

    No visit, so no claim.

    With Meo

    Claim accepted by the clearinghouse on day 12 (illustrative).

    Standards and formats: Claim

    X12 278 · 837P · 277CA acknowledgment

  6. With MeoToday

    Payment DAY 30DAY 30

    Day 30 · After the form · illustrative33 h 30 min · Until the Monday 09:10 call back · illustrative

    X12 835 · payment fileDAY 30
    Paidposted
    1 line denied · not medically necessaryCARC 50
    → appeal drafted from the chart · deadline tracked
    $0 collectedThe ad that brought her in was already paid for.

    DAY 30 Paid, 1 line under appealDAY 30 Nothing to collect

    A person decides: A clinician signs every medical-necessity appeal.

    Day 30. The payment file arrives. One line is denied as not medically necessary, so an agent assembles the appeal from the chart and tracks the deadline.Nothing to collect, though the ad that brought her in was paid for.

    Today

    Nothing to collect, though the ad that brought her in was paid for.

    With Meo

    Paid on day 30, with 1 line under appeal (illustrative).

    Standards and formats: Payment

    X12 835 remittance · CARC 50 · appeal deadline

See how your intake looks from outside.

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Open the full log

Illustrative demo, synthetic data · New-patient inquiry scenario

  1. SAT 23:40:12Intake agent (AI)form received · call back requested · consent captured on the form
  2. SAT 23:40:41Intake agent (AI)call-back placed · says it is automated and the call is recorded
  3. SAT 23:44:05Intake agent (AI)clinical question · warm transfer to the on-call clinician
  4. SAT 23:51:40Coverage agent (AI)card photo read · 271 returned · in network · copay on file
  5. SAT 23:56:20Scheduling agent (AI)new-patient visit booked for Monday 09:00 · consent to texts recorded · intake forms texted
  6. SAT 23:57:54Scheduling agent (AI)consent signed by patient · written to EHR · CRM updated
  7. DAY 12 09:14Claims agent (AI)authorization on file · 837P checked against payer history · sent
  8. DAY 12 09:15Claims agent (AI)277CA accepted
  9. DAY 30 06:02Payments agent (AI)835 received · 1 line denied, CARC 50 · appeal packet drafted
  10. DAY 30 11:20Clinicianappeal signed · submitted · deadline tracked

Each action is kept with its inputs and evidence.

The first seconds of the call-back

Illustrative transcript, text only

  1. Intake agent (AI): Hi, this is the automated assistant for the provider you contacted tonight. This call is recorded.
  2. Intake agent (AI): I can answer your questions and book a visit. Is now a good time?
  3. Caller: Yes. I'm a new patient and I'd like an appointment.
  4. Intake agent (AI): Thank you. A few questions first. You can ask for a person at any point, and I'll book a call back with our team.

Two reasons to look at the revenue cycle now

Prior authorization goes electronic in 2027

Beginning 1 January 2027, Medicare Advantage, Medicaid and federal exchange plans covered by CMS-0057-F must support prior authorization through standard electronic interfaces (FHIR APIs).

Few prior-authorization denials are appealed

Only 11.5% of Medicare Advantage prior-authorization denials were appealed in 2024. Of those appeals, 80.7% were fully or partly overturned.

The outside view can't see your denials. In discovery, under the data agreements you require, we read your remittance files and show where you lose money, payer by payer, before any target is set.

See the revenue cycle up close
Sources
  • CMS, Interoperability and Prior Authorization Final Rule (CMS-0057-F), 2024.
  • KFF, Medicare Advantage insurers made nearly 53 million prior authorization determinations in 2024, published 2026.

How we count results

Pilot: the first workflow live for a limited set of sites, hours or request types, ending in a go or no-go decision. Rollout: the rest of the agreed scope, wave by wave, each after your sign-off.

Blank on purpose.

A baseline that hasn't been measured stays blank, and a target is only a proposal until an owner on your side accepts it.

Every rowYour baseline Measured in discoveryDay-90 and month-12 targets Set with youOwner Named by you
Scorecard template. Baselines are measured in discovery.
FunctionWhat we measureHow it's countedBaseline · targets · owner
IntakeTime from form to first contact attempt Your baseline: measured in discovery. Day-90 target: set with you. Month-12 target: set with you. Owner: named by you.Median minutes across all inquiries, with after-hours and daytime reported separately

What happens to an inquiry after hours

A new patient's first contact can come by phone, web form, fax, portal message or, more and more often, through an AI assistant acting for them. This article covers what agents do at that first contact, what stays with your staff, which rules apply to automated calls and texts, and what we measure. The best-known evidence on response speed is old and comes from outside healthcare, and we say so where we use it.

Why the first hour matters

The most cited study of response speed looked at sales leads across US companies. Firms that tried to reach a potential customer within an hour of an inquiry were nearly seven times as likely to qualify the lead as firms that tried even an hour later (Harvard Business Review, 2011). The data is cross-industry and more than a decade old, so we use it to show direction only.

Healthcare call centers have their own standards. The Veterans Health Administration's goal is an average speed of answer of 30 seconds or less and an abandonment rate of 5% or less. A study of VHA call centers found that longer waits on the phone were linked to patients reporting worse access to urgent appointments, while abandonment rates showed no clear link (American Journal of Managed Care, 2019).

Every way an inquiry arrives

Patients, families and referrers reach you through:

  • your main phone line and the numbers on your ads and map listings
  • web forms, including insurance-check forms
  • faxed and emailed referral packets, ID cards and insurance-card images
  • portal and chat messages
  • AI assistants that call or fill in forms for a patient

Fax is still common. In a 2019 MGMA Stat poll with 1,581 responses from medical practice leaders, 89% said their organization used fax (MGMA, 2019). So your fax line stays, agents read what arrives on it, and referral partners keep sending the way they do now.

What agents do at first contact

An agent answers a call, or replies to a form, within seconds of it arriving, at any hour. It says it is an automated assistant and that the call is recorded, then follows the script your intake lead wrote. It records the details in your CRM or EHR, reads faxed packets and card photos into the right fields, checks coverage and offers a time for the next step. A field the agent reads with low confidence goes to a person to confirm before it is used.

What stays with your people

Any clinical question goes to your on-call clinician under your own escalation protocol. Agents are configured not to give clinical advice, and we test that limit before go-live. A caller can ask for a person at any point. Your staff confirm anything quoted to a patient as their cost before it is sent. How that review works before and after go-live is set out on the human review page.

Checking coverage at first contact

Eligibility checks are the most frequent administrative task that CAQH tracks. Its 2024 Index counted 31.5 billion medical eligibility and benefit verifications in 2023, with $44 billion spent on them. It put the savings from moving the remaining manual and portal checks to electronic ones at $11.7 billion, the largest opportunity among the medical transactions it measures (CAQH Index 2024, published 2025).

An agent runs the electronic check when the inquiry arrives and again before the visit. It reads the benefits in the response, flags a missing secondary plan, and queues a call to the payer when the electronic response leaves a gap. What happens to that coverage record in billing is covered on our revenue cycle page.

Consent and disclosure for automated calls and texts

In February 2024 the FCC ruled that AI-generated voices count as "artificial" voices under the Telephone Consumer Protection Act (FCC, 2024). As a result, AI-voice calls generally need the called party's prior express consent (Hunton Andrews Kurth, 2024), and telemarketing calls need prior express written consent (FCC, 2024). A person can revoke consent by any reasonable means, and the request must be honored within 10 business days (47 CFR 64.1200(a)(10), via Cornell LII).

Agents say they are automated, contact people only where consent covers it, and are designed to act on an opt-out as soon as it is given. Your compliance team approves the scripts and consent language, and your counsel decides which state rules apply. The compliance page covers these rules in more detail.

Being reachable by AI assistants

Some first contacts now come from software. In July 2025 Google began rolling out AI calling that phones local businesses for a user to ask about pricing and availability (TechCrunch, 2025). OpenAI's ChatGPT agent, launched the same month, was built to complete online tasks for a user, including filling in forms (OpenAI Help Center, 2025). People also ask chatbots about health: in a KFF poll fielded from 24 February to 2 March 2026, 32% of US adults said they had used AI chatbots for health information in the past year (KFF, 2026).

An intake line built for this answers structured questions, such as hours, accepted insurance and the next open slot, and asks for the patient's own confirmation before any health information is shared or a visit is booked. Forms need clear labels that software can fill in. Whether assistants name you in the first place is a marketing question, covered on the marketing page.

What we measure

Before anything goes live, we agree a dated baseline with you. Then we track:

  • median minutes from form to first contact attempt, after hours and daytime separately
  • call abandonment rate
  • the share of inquiries with a booked next step
  • how many calls go to a person, and why

Every call and message is logged with its transcript, so each figure traces back to the records behind it.

Start with the free audit

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Call our AI agent +1 (844) 960-3055