Conversational intake
Patients answer a guided conversation instead of a static form, while the rule engine controls what gets asked and in what order.
AI patient intake
AI patient intake that cuts provider review time.
Conversational intake and provider-facing summaries, built so a rule engine — not the model — controls clinical question logic. For clinics and telehealth operators who want intake automation without giving up clinical control.
- 15+ projects shipped
- 15+ clients
- HIPAA-aligned builds available
- Houston, TX
Our principle
AI assists the workflow — it doesn’t run the clinic.
Language models are good at conversation and at turning long answers into a readable summary. They are not a safe place to put clinical decision logic. So we split the job: deterministic rules, written with your clinicians, decide which questions are asked and when a case is escalated; AI makes the conversation feel natural and drafts the summary a provider reads.
The result is intake that patients finish more easily and providers review faster, with every clinical decision still made by a licensed human.
Capabilities
Intake automation with clinical control.
Triage & routing assistance
Structured risk scoring that helps prioritize the review queue — a routing aid for staff and providers, not a diagnosis.
Provider-facing summaries
A concise summary of intake answers waiting when a provider opens a case, with the raw answers one click away.
PHI-aware handling
Patient data minimized before it reaches any AI component, on an architecture built to support HIPAA-compliant workflows.
Red-flag handling
Answers that suggest an emergency stop the flow and direct the patient to urgent care, by rule — never by model guesswork.
Integrations
Summaries and structured answers written back to your platform or EHR where its API allows.
From your protocols to production.
- 1
Capture your protocols
We turn your intake forms and clinical protocols into explicit question and routing rules.
- 2
Design the conversation
The patient-facing flow is written and tested for clarity, reading level and accessibility.
- 3
Build & integrate
Rule engine, AI components and summaries built and connected to your platform.
- 4
Validate & launch
Clinicians review outputs on test cases before launch, then we monitor and tune.
Build it custom, or start from TAIOS.
TAIOS is our own AI clinical intake product. If your workflow is close to standard, it’s usually the faster, cheaper path. Custom work is for everything it doesn’t fit.
Custom development
AI intake, built for you
- Built around your exact workflow and branding
- Fits your existing tools, EHR and integrations
- You own the resulting codebase
- Right when a general product can’t fit
Product
TAIOS
- White-label AI intake, with triage and follow-up agents in development
- Faster to launch than a ground-up build
- Predictable subscription pricing
- Right for clinics with a standard workflow
In detail
How we keep AI intake safe.
Rules decide, AI phrases
Which question comes next, which answers are red flags and when to escalate are all decided by explicit rules you can read and sign off. The model never invents a question or skips one; it phrases them naturally and follows up on unclear answers.
Summaries you can check
Every summary links back to the patient’s own answers, so a provider can verify anything in seconds. Summaries describe what the patient reported — they don’t suggest diagnoses or treatments.
Minimal data to the model
Only what the AI needs for the current step is sent, with identifiers stripped where possible, through AI providers that support HIPAA workloads under a Business Associate Agreement.
Tested by clinicians before launch
Before going live, your clinicians run realistic test cases — including edge cases and red flags — and approve the behavior. We keep monitoring after launch and adjust rules as protocols change.
Custom build or TAIOS
If your intake is close to a standard clinical workflow, TAIOS, our own AI clinical OS, is usually the faster and cheaper path — its Intake Agent is ready to deploy. Custom work is for protocols, branding or systems it doesn’t fit.
Get started
Tell us about your intake process today.
We’ll reply within one business day, including an honest read on whether TAIOS or a custom build fits better.
- A reply within one business day
- An honest read on custom build vs. TAIOS
- A concrete scope and timeline after a call
More ways we help clinics.
FAQ
AI intake questions.
Does the AI diagnose patients or make clinical decisions?
No. AI components assist with conversation flow, summarization and triage routing. Clinical judgment and diagnosis stay with your licensed providers, and the underlying logic is rule-driven, not left to model inference.
Is this the same as TAIOS?
TAIOS is our own off-the-shelf AI clinical intake product — the fastest way to get this capability live. This page is for custom AI intake built around your protocols, brand or existing platform when an off-the-shelf product isn’t the right fit.
Can this integrate with our existing intake or EHR system?
Where your current system exposes an API, yes. We assess this during discovery rather than assume compatibility.
How does this reduce provider workload?
By moving structured data-gathering out of the visit into a guided intake step, and summarizing it before a provider opens the case — so review time goes to judgment, not transcription.
What happens with emergency symptoms?
Red-flag answers are defined as rules with your clinicians. When one is triggered, the flow stops and the patient is directed to emergency or urgent care immediately.
Can it be white-labeled?
Yes, for both custom builds and TAIOS-based implementations.
Ready to cut manual intake work?
Usman ShahFounder & Principal Engineer
Tell us your current intake process — we’ll tell you what’s realistic to automate and how.
Book a 30-min call