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Intake & forms
intake-chase
Collect intake details and consent forms before the appointment.
voice · sms · email · chat
Run fee shown is per agent, per month, charged only while that agent is enabled. A platform plan is required — from $99/mo. SMS and usage charges are billed separately.
Rules it starts with
- · No clinical advice, ever
- · Never discuss results
- · Urgent matters go straight to a human
Tools it expects
Google CalendarGoogle Drive
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a patient intake agent for my clinic. It answers web enquiries, books or reschedules appointments, collects the intake details and consent forms in advance, and reminds patients what to bring. It gives no clinical advice at all, never discusses results, and hands anything urgent straight to a human.