Patient Intake & Scheduling Automation Across 5 Locations

Front-desk staff across five locations were manually transcribing intake forms and calling every patient to confirm appointments.

• Paper intake forms re-typed by hand at every location
• Individual confirmation calls placed for every appointment
• Inconsistent data entry driving a high no-show rate

Front-desk staff no longer retype a single intake form — data is extracted and validated automatically, with reminders sent without a phone call.

• Intake data extracted and validated directly into the practice system
• Automated SMS and email reminders replace manual confirmation calls
• Incomplete or inconsistent data flagged for staff review, not guessed

Sensitive patient data called for stricter human checkpoints than a typical automation — deliberate friction was the right call.