Acting as an AI medical receptionist and virtual medical office assistant, it collects demographics, symptoms, medical histories, medications, allergies, and insurance details through natural, conversational AI.
Comprehensive intake capabilities that automate scheduling, data collection, and clinical documentation
The AI Intake Agent handles every patient call with natural, human-like conversations. It collects demographics, insurance, and visit reasons, then books appointments into your EHR. Clinics never miss a call or overload staff, ensuring consistent access and fast scheduling.
HealOS gathers complete clinical histories before the visit—symptoms, medications, allergies, past medical issues, surgeries, and condition-specific questions. It automatically outputs structured intake notes for 40+ specialties, eliminating rushed or incomplete in-clinic interviews.
Patients can complete intake in English or Spanish, with more languages coming soon. Configurable workflows ensure every specialty and provider receives intake tailored to their specific requirements.
Patients can also complete intake electronically through secure forms. Uploaded documents, ID cards, insurance cards, and questionnaires sync directly to your EHR, eliminating paper and manual reentry.
HealOS instantly verifies insurance coverage, active status, deductibles, and copays. Real-time eligibility ensures accurate billing and reduces claim denials caused by outdated or incorrect insurance data.
The AI Intake Agent schedules, reschedules, and cancels appointments using real-time rules. Automated reminders reduce no-shows, while intelligent scheduling maximizes provider utilization and reduces schedule gaps.
HealOS conducts a complete intake interview demographics, symptoms, medical history, allergies, medications, and risk factors. Each intake is structured, specialty-specific, and optimized for pre-visit workflows.
Structured intake notes map directly to your existing EHR formats. Providers see accurate symptom summaries, history updates, and intake responses before entering the room.
Automated notifications keep patients informed with reminders, instructions, and pre-visit requirements. Clinics reduce inbound calls and streamline communication across the patient journey.
HealOS enables fast check-in by completing essential intake tasks beforehand—identity verification, consent forms, insurance checks, and initial triage. Providers receive urgent-case flags in real time.
The AI Intake Agent maintains strict HIPAA compliance with encrypted communications, access controls, audit trails, and secure data storage, ensuring patient safety and regulatory compliance.
Built and trained with input from physicians, HealOS understands clinical terminology, recognizes urgent symptoms, and follows safe communication guidelines, making every interaction medically accurate.
A seamless, automated workflow that handles every step of patient intake from call to chart-ready notes
Your AI Intake Agent picks up calls immediately, speaks naturally, determines patient needs, and begins intake in real time, ensuring no call or opportunity is ever missed.
HealOS checks your live scheduling rules, availability, locations, and visit types to book, reschedule, or cancel appointments directly in your EHR or calendar.
Once the visit is booked, the conversation continues. Patients answer clinical-intake questions, provide histories, describe symptoms, and update medication, all in the same call.
The agent confirms demographics, collects insurance information, and performs eligibility checks, reducing denials, errors, and missing information at check-in.
HealOS generates chart-ready intake notes in SOAP, DAP, BIRP, or custom formats based on specialty needs, including ICD-10-ready symptom and history mapping.
Notes appear in your EHR before the provider sees the patient, ensuring clinicians always start with a complete picture of the patient's condition and history.
Transform patient intake with intelligent automation that improves outcomes, reduces workload, and enhances care continuity
HealOS handles scheduling, intake, insurance verification, prior authorization automation, and claim status workflows through medical-grade healthcare voice AI automation, reducing manual work dramatically.
The AI can make API calls, verify coverage, update charts, and trigger tasks mid-conversation delivering true AI phone automation healthcare and eliminating back-and-forth manual steps.
As a HIPAA compliant voice AI, HealOS syncs appointments, intake data, insurance details, and workflow updates directly into your EHR or PMS, powering reliable EHR integration AI for clinical teams.
HealOS delivers continuous 24/7 patient support AI, handling unlimited call volume, completing automated patient intake, and enabling improved patient engagement even after hours or during peak demand.
Everything you need to know about the HealOS AI Intake Agent
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