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Patient Intake
Collect new-patient details, insurance cards, and medical history before the first appointment so your front desk is ready on day one.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Insurance Card
5 fields filled
Insurer Name
Member ID
Group Number
Plan Name
Effective Date
Photo ID
5 fields filled
Date of Birth
Full Name
ID Number
ID Expiry
Residential Address
Every field this template collects. Without extraction your client copies all 15 values off their own documents by hand — and still sends you the 2 files.
- Client sends
- 2
- 2 files to upload
- Client types
- 5
- the rest is read for them
- AI fills
- 10
- extracted from the files
- On the form
- 15
- fields in total
Start with Patient Intake
Import the template and send your first request in minutes.