Patient intake & pre-registration
Pre-registers patients before a visit: branches new vs returning, captures demographics and insurance for new patients, and confirms reason-for-visit — so the front desk starts with everything ready.
Runs on web, telephony.
Free to install · pay providers at cost · configure the full stack below
Last updated 2026-09-16
Talk to it live
Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.
What it costs to run
Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.
The conversation flow
Patient intake & pre-registration is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“Hi! I can pre-register you for your visit so check-in is quick. Are you a new patient with us, or have you been seen here before?”
How it works
- 1New or returning
Greet and find out if they are a new or returning patient.
- 2New-patient intake
Carefully capture full name, date of birth, phone, {insurance_provider} and member ID, and the {reason_for_visit}. Read insurance details back.
- 3Returning patient
Confirm identity (name + date of birth), ask if any insurance or contact details changed, and capture the {reason_for_visit}.
- 4Save intake
Use save_intake to record everything, and tell the patient they're pre-registered and what to bring.
Tools & integrations it uses
More Healthcare templates
Built to trust
Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.
Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.
Strict per-organization data isolation with role-based access for every member.
Every mutating action is logged and filterable, with CSV export for your records.
In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.
Frequently asked questions
What does the Patient intake & pre-registration agent do?+
Pre-registers patients before a visit: branches new vs returning, captures demographics and insurance for new patients, and confirms reason-for-visit — so the front desk starts with everything ready. On a call it can create record. You install it, connect your tools, and it's ready to take or make calls.
How does the Patient intake & pre-registration agent handle a call?+
It follows a guided flow: new or returning, new-patient intake, returning patient, and save intake. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Patient intake & pre-registration agent?+
Connect Airtable so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Patient intake & pre-registration support?+
It runs on web and telephony, in EN. You can change the voice and language in the builder.
How quickly can I launch the Patient intake & pre-registration agent?+
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Patient intake & pre-registration agent
Sign up free and get $1.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.