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Intake & forms

intake-chase

Collect intake details and consent forms before the appointment.

~20h / monthvoice · sms · email · chat

Rules it starts with

  • · No clinical advice, ever
  • · Never discuss results
  • · Urgent matters go straight to a human

Tools it expects

TwilioVapiGoogle 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 calls and 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.