Managed Agents at Previously $0.06 $0.03/minManaged Agents are Previously $0.06 $0.03/min.

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Artificial Analysis#1 on Speech Agent Arena

AI patient intake that turns every call into a complete record.

Ask your intake form's questions, read key details back, and save the record for staff.

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on EVA-Bench and Speech Agent Arena

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Give staff a complete intake record from every call

Callers finish intake by phone, and the agent asks only the questions on your form.

The agent asks why the person is calling and loads the new-patient form your team approved. Existing patients go to the front desk.

AI patient intake by phone, in your form's own words

What is AI patient intake?

AI patient intake means a voice agent takes your new-patient form over the phone, question by question, and saves the record for staff. It suits a physical therapy clinic where someone hurt a shoulder lifting boxes, wants to start, and has no interest in a clipboard or a portal login.

  • Load the intake form
  • Save intake record
  • Request staff callback
  • Transfer to front desk

How does AI patient intake software get names and dates right?

It reads names, dates and phone numbers back, and a correction replaces the earlier answer. Questions come one at a time from the form your team approved, in its wording. The sample form on this page runs about four minutes.

I'm calling to become a new patient. I hurt my shoulder lifting boxes.

get_intake_formNew patient, 14 questions

I'm sorry to hear that. I'll take your details for the new-patient form. It takes about four minutes. Is that okay?

What is the best voice AI for automating patient intake calls?

Test what it does with a gap. This agent saves a skipped question as not provided and flags the record, so the front desk knows what to ask at the visit. A patient who'd rather give insurance details in person just says so.

  • New patient intake, shoulder pain4:12
  • Skipped insurance, flagged for follow-up3:36
  • Corrected date of birth on read-back3:58

Will the agent tell a caller what their symptoms mean?

No. Asked whether a shoulder sounds like a torn rotator cuff, it says the therapist will look at the visit and offers a staff callback. It follows your emergency instruction if a caller describes one. For this administrative work, Cartesia is HIPAA compliant and will sign a BAA.

Form fully answered

Did the caller answer every question on the form before the call ended?

Records staff can open without calling the patient back

Anyone weighing the best voice AI for patient intake automation should ask what comes back. Here the form is finished or honestly unfinished, and your front desk knows where it stands.

A new patient intake AI agent that keeps your wording

The agent reads the questions your team approved, in the order on the form, and adds none of its own.

Birth dates get fixed on the call

The read-back catches 1988 when the patient meant 1986, and the correction replaces the first answer.

Gaps are labeled

Insurance the patient would rather give in person saves as not provided, with a flag, so nobody assumes it was asked and lost.

Fewer clipboards at the first visit

New patients finish by phone before they arrive, so the desk isn't handing out forms while the therapist waits.

Callers with questions get a person

When the form doesn't cover something, the agent queues a staff callback and tells the caller to expect it.

Symptoms aren't interpreted

The agent records that a shoulder hurts and leaves the meaning alone. It gives no advice, and your clinicians read the record.

Reading a long form out loud without losing the caller

A form read aloud has to feel like a conversation. Callers correct themselves, wander into their injury and come back, and the agent has to keep its place.

  • $0.03per minute
  • #1on Speech Agent Arena and EVA-Bench
  • 24/7answers every call, at any hour

Takes corrections mid-answer

A caller says March third, then stops to fix the year. The agent lets them finish and uses the later answer.

Your form, your LLM

Choose an LLM, and its tools load the intake form, save the record, request a staff callback and transfer to the front desk.

A voice for four minutes

Pick a voice from the library that stays easy to listen to across a full form, since this is a new patient's first contact with your clinic.

Getting the form filled in, three ways

Clinics tend to choose by who does the typing, and a medical patient intake AI agent is the newest option. Web forms win for patients who prefer a screen.

Cartesia agentPaper at the front deskOnline form
When it happensOn the first callAt the first visitWhenever the patient opens the link
Missing answersSaved as not provided and flaggedOften blank, found at the deskRequired fields can stop the patient cold
Names and datesRead back and corrected on the callStaff decipher the handwritingTyped by the patient, typos included
Who enters the dataSaved by a tool you configureStaff retype itUsually flows in if the form connects
Patient who prefers a screenHas to talk it throughWorks, at the visitThe best fit

See which calls produced a complete intake

Every call is recorded and transcribed. See which callers answered every question, and which records went to staff with gaps.

Launch an AI intake agent in three steps

Start building

  1. Clone new patient intake

    Start from this agent, add the form your team approved and mark which questions are required.

  2. Connect the record and front desk

    Link the form, record and callback steps to your system through tools you configure, then add the front desk line.

  3. Skip a question on purpose

    Call as a new patient, decline the insurance question and give a wrong year. Check the flag and the correction in the saved record.

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

Intake agent FAQs

What is AI patient intake?

AI patient intake is a voice agent that asks your intake form's questions by phone, reads key details back, marks skipped answers as not provided, and saves the record for staff to review. It is patient intake automation for calls, and the same agent can take client intake for other businesses.

What does an AI intake agent collect?

The fields your team approves, such as contact details, the reason for the visit and scheduling preferences. You decide which questions it asks and which are required.

Can AI patient intake handle patient information under HIPAA?

Yes, for the administrative parts of intake. Cartesia is HIPAA compliant and SOC 2 Type II certified, and signs business associate agreements with healthcare customers. Details are in the Trust Center.

What does an AI intake agent do when a caller skips a question?

It saves the field as not provided and flags the record for staff.

Can an AI intake agent book the appointment?

Not this agent. It has no booking tool, so it saves the record and your staff book the visit. Appointment scheduling covers an agent that books.

Can an AI intake agent take legal client intake?

Yes, for the administrative details a firm approves. See AI legal assistant.

Can the agent transfer a caller to the front desk?

Yes. Existing patients and questions the form doesn't cover go to the front desk, or the agent queues a staff callback.

How much does an AI intake agent cost?

Cost follows form length, since a longer intake keeps the caller on the line longer. The agent is $0.03 per minute of call time. LLM usage is billed separately. A Cartesia phone number adds $0.014 per minute, or nothing if you bring your own Twilio account or SIP trunk. The free plan includes $1 of agent calls a month, so you can test the agent before you pay. See pricing.

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