Next-Gen AI Intake SaaS

Automate patient onboarding from first form to first visit.

An AI-powered patient intake system that securely collects patient medical history, uploads files, verifies insurance, and creates structured clinical summaries for doctors before appointments.

94%

Completion Rate

< 8 mins

Avg Fill Time

100%

HIPAA Compliant

intakeflow.ai/dashboard
SJ

Sarah Jenkins

Dental implant consultation

Ready for Doctor

Summary Generated

AI Clinical Summary⚠️ Medical Alert

Allergies: Allergic to Penicillin (severe: hives).
Conditions: Type 2 Diabetes managed on Metformin.
Concern: Lost lower left molar, seeks implant check.

JD

John Doe

Routine Cleaning

Missing Info

Send SMS Reminder

Designed For Diverse Practices

Dental Clinics
Medical Clinics
Hospitals
Specialty Practices

Built as an AI-powered operating workflow.

Move beyond static PDF intake forms. Set up custom triggers, let patients speak responses, upload cards, and let AI summarize clinical records instantly.

Frictionless digital onboarding

Patients fill out forms, upload insurance cards, and sign clinical consents from any mobile or desktop device. No downloads or portal logins required.

  • Single-use secure link per appointment
  • Mobile-first responsive design
  • Intelligent auto-saving progress tracker
  • Digital signature pad for consent documents

Standard Dental Intake

Step 3 of 5: Symptoms & History

60% Completed
246810
Allergic to Penicillin
Security & Privacy First

Fully HIPAA Compliant & Highly Secure Architecture

We understand that patient data is highly sensitive. IntakeFlow AI is built from the ground up to support modern safety standards, ensuring that patient health information (PHI) remains private.

E2E Encryption

Data is encrypted both in transit (TLS 1.3) and at rest (AES-256).

Signed Audit Trails

All database reads/writes of patient profiles create signed audits.

Consent Validation

Electronic signatures are sealed with verified timestamps.

BAA Signed ready

We sign Business Associate Agreements (BAA) for enterprise clients.

Our Security Guarantee

IntakeFlow AI complies with the Health Insurance Portability and Accountability Act (HIPAA). All medical records, insurance documents, and demographic profiles undergo strict access-control checks.

✓ SOC2 Type II Certified✓ HIPAA Ready

Simple, Volume-Based SaaS Pricing

Select your monthly patient volume and get a clean transparent price estimate. All tiers include full AI features.

100 patients2,5005,000 patients

Included in all plans:

Unlimited forms AI Patient Summaries Custom Form Builder Signed consents
Estimated Cost
$109/month

Billed monthly. Cancel anytime.

Get Started Free

Talk to Our Healthcare Integration Team

Have questions about EHR integration, customized clinic fields, or specialized hospital onboarding? Let's connect.