Medical and dental offices: the Intake Desk
Can AI do the intake and the insurance paperwork?
Usually, yes. A new patient's forms come in and the desk sets them up and checks their coverage. Your front desk confirms.
What came in
- Web formNew patient: cleaning and exam, Tuesday
- PhotoInsurance card, front and back
- AttachmentIntake forms, completed online
- Practice systemYour practice management system
Nobody retyped any of it.
What the desk did 0:00
- Read the forms and the insurance card0:14
- Created the patient in your system0:22
- Checked eligibility with the payer0:36
- Noted coverage for cleanings and X-rays0:10
- Flagged a missing history answer0:03
- Prepared the visit's paperwork0:41
Staff hours: 0
What came back to you
New patient: ready for Tuesday
Patient created from the intake forms
Eligibility checked, coverage noted
One history question flagged for the front desk
Waiting on the front deskConfirm This month, sample firm
200new patients set up
40staff hours back
$1,234of payroll not spent
Sample practice: 200 new patients a month at 12 minutes each of intake and insurance, at the BLS median admin wage loaded for benefits. Your numbers go in on the call.
One patient, start to finish.
Reads the intake forms and the insurance card.
Creates the patient in your system.
Checks eligibility and notes the coverage.
Flags anything missing.
Prepares the visit. Your front desk confirms.
Where it stops.
These stay with a person, every time.
Anything clinical.
A coverage answer it can't confirm. It says so, never guesses.
The patient conversation.
You win, we win.
Our monthly fee is about a quarter of what the work costs you now, set in your own numbers at the review. You keep the rest.
The next office hire
- Every year they stay
- Weeks to learn your payers
- Out sick on a full schedule
$47,540a year, before benefits
The Intake Desk
- You keep the other three quarters
- There's a minimum; the review tells you if your work clears it
- Not running the agreed jobs by day 90? Cancel and keep what was built
About 25%of what the work costs you now
Wage: US median for secretaries and administrative assistants, Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025.
Start with a free review.
60 to 90 minutes, in your office or on a screen share.
Show us how a new patient gets set up.
Get a proposal in your numbers.
Decide. It's good for 14 days.
Proof, the honest version
The patient above is a sample, with no real person's details. Client names and hours go here when owners say yes.
Your data
Yours, exportable any day.
No fee, no notice.
Your rules are a document you keep.
Readable without us.
Never used to train anything.
Your files run your desk only.