AI Patient Intake — DFW Medical & Dental

New Patients Screened
and Scheduled. No Phone Tag.

An AI that gathers patient information, verifies insurance in real time, triages urgency, and books the appointment — without a single call to your front desk.

See a Live Demo — Free See a Live AI Intake System

The demo is a live lending intake system — same AI architecture adapted for patient onboarding.

maxevdigital.com/ai-intake-medical
LIVE
Platform preview
30 min
Average New Patient Phone Intake
5 min
With AI Intake
24/7
New Patients Can Onboard Anytime
What It Does

Your Front Desk Handles Fewer Calls. Patients Get Seen Faster.

A new patient finds you on Google at 9pm. The AI walks them through intake, checks their insurance against your accepted plans, and books them into the next available slot — all before your office opens.

🤖
AI New Patient Interview
Collects demographics, reason for visit, symptoms, medical history highlights, and insurance information in a conversational flow.
💼
Insurance Verification
Checks the patient's carrier and plan against your accepted insurance list. In-network patients proceed to scheduling. Out-of-network gets self-pay options.
🚨
Urgency Triage
Emergency symptoms trigger an immediate escalation to on-call staff or redirect to urgent care. Routine visits book into standard availability.
📅
Appointment Scheduling + Confirmation
Books directly into your schedule system and sends the patient a confirmation with pre-visit prep instructions and intake form link.
🔐
HIPAA-Compliant Data Handling
Patient data stored in an isolated, encrypted database instance. BAA included in every engagement.
Pricing

Built for Your Practice. HIPAA-Ready.

Starting At
$5,000
Setup: $5,000–$8,000 depending on EHR integrations. Monthly hosting from $400/mo includes HIPAA-compliant infrastructure and BAA.
  • AI new patient intake (web or phone)
  • Insurance verification against your accepted plans
  • Urgency triage with emergency escalation
  • Appointment scheduling + patient confirmation
  • HIPAA-compliant hosting + Business Associate Agreement
  • Practice management system sync (NextGen, etc.)
Book a 15-Min Demo — Free

See What Your New Patient Onboarding Could Look Like

15-minute demo. We walk through the live intake system and show you how it would work for your specific practice type and insurance panel.

Book the Free Demo