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AI Patient Intake That Captures the Full Story Before the First Appointment.

Paper forms and phone screening miss what matters. Perspective’s AI patient intake replaces your static forms with an adaptive conversation that captures medical history, urgency, insurance details, and care needs — so your team has the full picture before the patient walks in. The best AI patient engagement software for clinics, hospitals, and private practices.

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Before & After

Same Clipboard. Same Checkboxes. Same Missing Info.

See what changes when you replace your paper patient intake forms with AI-powered patient intake management software that adapts to each patient.

The Static Patient Intake Form

yourpractice.com/new-patient
New Patient Registration
Patient name *
First and last name
Date of birth *
MM/DD/YYYY
Reason for visit *
Select reason...
Medical history
List any conditions, medications, allergies...
Submit Registration
  • Paper forms and PDFs collect checkboxes and blanks — but miss the context clinicians actually need to prepare for the visit
  • Patients leave fields blank, check the wrong boxes, or scribble illegible notes that staff have to decipher and re-enter
  • Phone screening is expensive, slow, and limited to business hours — new patients wait days for a callback
  • No way to assess urgency or route patients to the right provider before the appointment is booked

AI Patient Intake with Perspective

Patient Intake
Reply...
  • Your new patient intake AI agent captures the full story — symptoms, history, medications, allergies, and what prompted the visit — through a conversation patients complete on their own time
  • Adapts follow-up questions based on responses: a patient mentioning chest pain gets different follow-ups than one scheduling a routine check-up
  • Collects insurance information, pharmacy preferences, and consent — structured and ready for your EHR, no manual data entry
  • Patients engage at any hour from any device — the best patient intake software for practices that want to reduce no-shows and front-desk burden
How It Works

Deploy Your AI Patient Intake in Minutes, Not Months

Three steps to replace your patient intake forms with an AI-powered digital intake process that captures complete information before every visit.

01
01

Define Your Clinical Intake Needs

Tell Perspective what to collect — symptoms, medical history, insurance, medications, family history, and consent. It builds a patient intake AI agent that asks the right follow-up questions based on each patient’s responses. No flowcharts, no code.

02
02

Send to Patients Before Their Visit

Deploy via text, email, or embedded on your website. Patients complete the AI patient intake conversation on their own time, from any device — 24/7, no phone call required.

03
03

Get Complete Patient Records, Not Empty Forms

Your clinical team gets structured, complete intake data — ready for your EHR. Urgent cases get flagged. Routine visits arrive with full context. The best patient intake solution for reducing front-desk burden and improving care readiness.

Try It

Try the AI Patient Intake Conversation Yourself

This is a live AI patient intake — the same conversation your patients would complete before their first visit. See how it captures what a paper form or PDF never could.

This is a live conversation, not a recording.

A New Patient Just Filled Out Your Intake Form. Do You Actually Know Why They’re Coming In?

Stop deciphering handwritten forms and chasing missing information. Give every new patient an AI intake conversation that captures the full clinical picture — symptoms, history, urgency, and insurance — before they walk through your door.

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