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.
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 everything to your practice management system automatically.
What AI collects 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 asks about treatment history, allergies, and contraindications before the consultation.
See the product behind this concept
Want to see Patient Intake working in practice?
Keres AI uses this in every call — see how it works for your specific vertical and workflow.
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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 pushes the data to your practice management system before the appointment.
Is AI patient intake HIPAA compliant?
Keres can be configured for HIPAA-aligned workflows, signs BAAs where required, and handles PHI according to your data requirements — discuss specifics during your demo.
See Patient Intake working live
Book a free 30-minute demo and watch Keres answer a call, qualify the lead, and book an appointment in under sixty seconds.
See AI patient intake for dental