Better patient intake before the visit begins

Send custom web questionnaires or let our AI agent call patients. Text, voice, images, and PDFs are organized so every encounter starts with the full picture.

AI intake interview in progress…Interviewing

AI intake interview

Live

Hi! I'll gather some details before your visit. What brings you in today?

Right shoulder pain for about three months.

Is it worse with overhead movement or at night?

Both — especially when I lie on it at night.

Two ways to collect intake

Send a custom web questionnaire, have our AI agent call the patient, or use both.

New

Custom AI intake questionnaires

Build your own intake questionnaire and send patients a secure web form to complete on their phone or computer, on their own time. No phone call required.

  • Your questions, tailored to your specialty and clinic
  • Patients fill it out at their own pace, before the visit
  • AI turns responses into a structured pre-visit summary
Voice

AI voice intake

An AI agent calls the patient ahead of the appointment, asks your intake questions conversationally, and documents the answers for you.

  • Hands-off for patients who prefer to talk
  • Conversational follow-up questions
  • Summary ready in the chart before the encounter

Intake that works for clinicians and patients

Reduce administrative friction at the start of every visit with AI-powered intake workflows.

Custom Web Questionnaires

Design your own intake questionnaires and send them as web forms. Patients complete them online, with no AI phone call needed.

Multimodal Input

Patients can submit intake information via text, voice, images, or uploaded PDFs, whatever works best for them.

Structured Pre-Visit Summaries

Intake data is organized into a clear, structured summary before the encounter begins.

Reduce Visit Start Overhead

Arrive prepared with patient history already organized, so you can focus on care from minute one.

Works for Telehealth Too

Intake integrates seamlessly with telehealth visits so virtual encounters start with the same efficiency as in-person ones.

Multilingual

Intake forms and AI processing support multiple languages for diverse patient populations.

Privacy-Forward

Patient intake data is handled with the same security standards as all other clinical data in QuickChart MD.

Arrive at every encounter fully prepared

Try QuickChart MD free and see how AI intake transforms your workflow.