AI bots for clinics
Client intake bot for clinics
Here is what the intake bot does for clinics. Collects intake details and documents before the first appointment, so you don't ask twice. It's built for one familiar headache: no-shows leave gaps in the clinician schedule.
What this fixes for clinics
- No-shows leave gaps in the clinician schedule.
- Intake forms and referral letters arrive in five different formats.
- Staff answer the same questions about opening hours and what to bring.
What it looks like in practice
Imagine a physiotherapy clinic with four clinicians and one receptionist. A new patient books a first appointment. They get a link to a short guided form, answer a few questions and upload the documents you need. You open Cliniko before the appointment and the summary is already there.
How it works for clinics
Here is how the intake bot runs day to day for clinics.
- A new appointment is made.
- The patient gets a link to a short guided chat or form.
- It collects details and uploads, and asks follow-ups based on answers.
- Everything is saved to Cliniko.
- You get a summary before you meet.
Tools it connects to
For clinics, I usually connect it to Jane App, Cliniko and Typeform. It runs on OpenAI, n8n and Google Drive behind the scenes.
Questions from clinics
Does the intake bot work with Jane App?
It depends on your Jane App plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the intake bot, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The intake bot sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your clinic business?
Tell me how your clinic business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built