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Callers AI

AI Patient Intake

AI patient intake that answers new patients, checks coverage, and books the visit.

Callers answers new patients by phone, text, chat, or email, collects their intake details, checks eligibility where your practice system allows it, books the appointment on the spot, and sends the confirmation and forms.

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DoorDash
Atlas
Robbins Research
Einride
PadSplit
Armour Insurance
NobelBiz
iLending
VGM
berkeley
Credit Sense

Your front desk already has enough to do.

Every missed intake call is a patient who books somewhere else, and every call your team does answer pulls them away from the patients standing at the desk.

One Callers agent takes the intake, from first call to confirmed appointment, so patients never repeat themselves and your staff stay with the patients in front of them.

New patient calls hit voicemail

When every line is busy, new patients get voicemail, and there’s no guarantee they’ll wait for your callback.

Intake pulls staff away

Each new patient call means taking down demographics, insurance, and the reason for the visit while patients wait at the desk.

Eligibility checks slow booking

Checking coverage by hand means a payer portal or a phone call, and the patient can’t book until someone finds the time.

After-hours messages wait until morning

Calls and messages that arrive after closing sit until the next day, when the patient may already have booked elsewhere.

What your AI patient intake agent can do

Collect intake details in any channel.

The agent asks for demographics, insurance, and the reason for the visit, following the questions and order you’ve set up. It works the same way by phone, text, chat, or email.

Because it asks the same questions every time, fewer fields get skipped and the record is complete before the patient walks in. One agent covers 70+ languages and dialects.

A connected customer conversation across voice, email and messaging

Check eligibility during the conversation.

If your practice system or eligibility service has an API, the agent checks coverage while the patient is still in the conversation, and the result decides what happens next.

A verified patient books straight away. If coverage can’t be confirmed, the agent collects the insurance details, flags the record for your billing team, and books the visit anyway when your rules allow it.

The AI agent finding the caller’s record in Salesforce mid-conversation and answering with the order status

Book into the practice calendar.

The agent checks live availability and books directly into your scheduling system, so the appointment exists the moment the conversation ends and nobody has to call the patient back.

A confirmation goes out by text or email right after, with any pre-visit forms attached. Patients confirm or reschedule by replying, so they know when to show up and what to bring.

A meeting scheduled for Thursday, 17 May 2026 at 10:00 AM with the calendar invitation sent

Hand clinical questions to your staff.

You set the rules for what counts as a clinical question, such as symptom advice. When one comes up, the agent transfers the call or routes the message to your staff with a summary.

The patient doesn’t start over, and your clinician sees what was already collected before they pick up.

A call forwarded to a team member with a handoff message summarizing what the customer needs

Keep PHI under your control.

Callers is HIPAA compliant. You decide whether calls are recorded and for how long, consent is tracked on each patient’s record, and role-based access controls who sees what.

Everything is encrypted in transit and at rest, and the Trust Center has the full compliance detail.

Callers guardrails defining boundaries for pricing, sensitive information and commitments

Results that fill the schedule

24/7

coverage

New patient calls are answered overnight and at weekends, not sent to voicemail.

<1s

response time

Every call is picked up in seconds, so busy lines stop losing patients.

25-35%

higher show-up rate

Confirmation and reminder flows cut no-shows once the intake is booked.

65%

lower call center load

Intake questions, eligibility checks and booking come off the front desk.

+10

CSAT points

Patients get consistent answers and a confirmed slot in one conversation.

+40%

operational efficiency

Staff time goes to patients in the room, not the phone queue.

Customer results vary by use case and deployment.

Fluent in any language.
And any industry.

Speak with our experts

Connects to the tools
your team already uses.

With 610+ native integrations, Callers works with your CRM, helpdesk, order, billing and scheduling systems. Read customer information, take permitted actions and write outcomes back where your team expects them.

See all integrations

Front desk intake vs Callers

Intake squeezed between the phone and the waiting room, next to an AI agent that collects, verifies, and books in one conversation.

Front desk intake compared with Callers AI across answer rate, channels, intake questions, eligibility, booking, confirmations and forms, after hours, clinical questions, data quality, languages.
What changesFront desk intakeCallers AI
Answer rateBusy lines send new patients to voicemail.Every call and message is answered immediately, 24/7.
ChannelsPhone during opening hours, forms by mail or portal.Phone, text, chat, and email with one shared record.
Intake questionsStaff type answers between other tasks at the desk.The same questions in the same order, saved to the right fields.
EligibilityA payer portal check or call before booking.Coverage checked during the conversation where your system allows it.
BookingA callback once someone has confirmed coverage and slots.Booked from live availability before the conversation ends.
Confirmations and formsSent later, often after the patient has moved on.Text or email confirmation with forms sent right after booking.
After hoursCalls go to voicemail until the next morning.Intake continues overnight and on weekends.
Clinical questionsThe patient waits for a nurse to call back.Transferred to your staff with the intake summary attached.
Data qualityForms come back with blank fields and missing insurance details.Complete records before the patient walks in.
LanguagesLimited to the languages staff on shift speak.70+ languages, with 26+ supported for mid-call switching.

Start with one intake flow.
Expand when you’re ready.

Connect your practice system and calendar, set the intake questions and handoff rules in the no-code builder, and go live on new patient calls first. Your success manager guides setup.

Connect your systems

Link your practice management system, scheduling tool, and any eligibility service, so the agent books from live availability.

Design the intake

Set the questions, their order, and the rules for when a call goes to your team.

Launch and review

Turn the agent on, review transcripts and step-level analytics, and adjust the flow where patients drop off.

Trusted by leading businesses worldwide

“Agents hated outbound. Now they talk to people who want to talk. Morale is up.”

Ben Frasher, Director of Acquisition & Growth

PadSplit

“We were up and running faster than expected and started seeing measurable results within the first week.”

Chelsea Thompson, Director of Operations

Einride

“Callers cut our call center load by 65% and 10X our outreach with significantly better results.”

Rob Stevenson, Vice President

Armour Insurance

”We increased the number of qualified appointments by engaging prospects faster.”

Maria Gomez, System Administrator

VGM

”Callers cut our call center load by 65% and 10X our outreach with significantly better results.”

Justin Kahn, Head of Digital Innovation

Tony Robbins

Frequently asked questions

The agent recognizes when a question goes beyond intake, like symptom advice or medication changes, and transfers the call or message to your staff with full context. Patients don’t have to repeat anything.

Callers ships with 750+ integrations across scheduling, CRM, and communication tools, and connects to other systems through webhooks or the API. If your system isn’t listed, your success manager works through the options with you.

The agent collects the patient’s insurance details during the conversation and flags the record, so your team can run the verification before the appointment. If your rules allow it, the agent books the visit anyway.

Yes. One agent covers 70+ languages and dialects, including Spanish, and can switch between 26+ languages during a call, so there’s no transfer to a separate line.

Callers is HIPAA compliant. Protected health information is encrypted in transit and at rest, role-based access controls who sees it, and you decide whether calls are recorded and how long recordings are kept. The Trust Center has the details.

Yes. The same agent handles intake by phone, text, chat, and email, and a patient can start in one channel and finish in another without repeating themselves. Confirmations and forms go out by text or email.

Make the right call

Try Callers now and see what kind of interactions your customers could be having.

Cassie - Female AI Agent

Cassie

(Female AI Agent)

Paul - Male AI Agent

Paul

(Male AI Agent)