What is Patient Intake?
Patient intake is the process of collecting essential information from a new patient before their first appointment — including contact details, insurance coverage, medical history, reason for visit, and consent. It traditionally involves forms, phone calls, and manual data entry. AI patient intake automates the collection during the booking call, so the patient is ready to see the provider before they walk in. How Keres AI handles it: Remi collects the details you ask for and books the appointment; Keres AI does not sign BAAs, so raise any HIPAA requirement before you sign.
Why intake is the bottleneck for dental and med spa growth
Every missed new-patient call or delayed intake process costs a high-value appointment. For dental practices and med spas, a new patient can be worth thousands of dollars in lifetime value — but only if the intake is smooth enough that they don't book somewhere more responsive. AI intake collects what you need during the call, confirms the appointment, and logs it to your calendar or CRM.
What does AI collect during patient intake?
The AI captures name, date of birth, insurance provider and ID, reason for visit, primary care provider if relevant, and any pre-treatment questions you configure — then syncs the record to your system. For med spas, it books the treatment or consultation and collects only what is needed to book; clinical history stays with your clinician.
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Questions
Patient Intake — FAQ
Can AI collect patient intake over the phone?
Yes. Keres asks the intake questions you configure during the booking call, captures the answers, and sends them to your team before the appointment (practice-management integrations are rolling out).
Is AI patient intake HIPAA compliant?
It depends on the vendor. Keres is not HIPAA certified and does not sign BAAs today, so tell us your requirements before you sign up.
See Patient Intake working live
Book a free 30-minute call and hear Remi, Keres AI’s AI receptionist, answer, qualify and book a call.
See AI patient intake for dentalLast updated · Reviewed by the Keres AI team