AI Chatbot for Clinic Intake Forms & Pre-Visit Data Collection

Streamline patient intake with an intelligent AI assistant that guides patients through pre-visit forms, information collection, and preparation.

Trusted by businesses worldwide

Why Clinic Intake Needs Automation

Paper intake forms create front desk bottlenecks—patients arrive early to complete paperwork, staff transcribe handwritten data, and errors cause delays. Digital intake without guidance frustrates patients who don't know what information is needed or why. Wonderchat's clinic intake chatbot guides patients through pre-visit information collection conversationally—medical history highlights, current medications, reason for visit, insurance details, and emergency contacts. Patients complete intake from home before arrival, reducing waiting room time and front desk workload. Train it on intake requirements, insurance information needs, and clinical preparation questions in 5 minutes. The AI collects intake in 100+ languages, reducing manual data entry by up to 70%. Clinics gain faster patient throughput, more accurate intake data, and shorter wait times. The AI handles standard intake collection while flagging patients with complex medical histories or urgent concerns to clinical staff before the visit. Transform intake from waiting room chaos into a smooth, pre-arrival digital experience.

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Easy 5 minute set-up

How Wonderchat Works

Conversational Intake Collection

Guided Pre-Visit Information Gathering

Guide patients through complete intake conversationally—reason for visit, symptom description, medical history highlights, current medications and dosages, allergies, insurance details, and emergency contacts—from the comfort of home before arrival.

Reason for visit and symptom collection

Medical history highlights and medications

Insurance details and emergency contacts

Conversational Intake Collection

Guided Pre-Visit Information Gathering

Guide patients through complete intake conversationally—reason for visit, symptom description, medical history highlights, current medications and dosages, allergies, insurance details, and emergency contacts—from the comfort of home before arrival.

Reason for visit and symptom collection

Medical history highlights and medications

Insurance details and emergency contacts

Conversational Intake Collection

Guided Pre-Visit Information Gathering

Guide patients through complete intake conversationally—reason for visit, symptom description, medical history highlights, current medications and dosages, allergies, insurance details, and emergency contacts—from the comfort of home before arrival.

Reason for visit and symptom collection

Medical history highlights and medications

Insurance details and emergency contacts

Pre-Visit FAQ Support

Instant Answers to Common Intake Questions

Deflect up to 70% of routine pre-visit questions about what to bring, preparation requirements (fasting, medication holds), insurance card requirements, and what to expect during the visit with instant AI responses.

What to bring to the appointment

Preparation requirements and medication instructions

Insurance and payment information

Pre-Visit FAQ Support

Instant Answers to Common Intake Questions

Deflect up to 70% of routine pre-visit questions about what to bring, preparation requirements (fasting, medication holds), insurance card requirements, and what to expect during the visit with instant AI responses.

What to bring to the appointment

Preparation requirements and medication instructions

Insurance and payment information

Pre-Visit FAQ Support

Instant Answers to Common Intake Questions

Deflect up to 70% of routine pre-visit questions about what to bring, preparation requirements (fasting, medication holds), insurance card requirements, and what to expect during the visit with instant AI responses.

What to bring to the appointment

Preparation requirements and medication instructions

Insurance and payment information

HIPAA-Conscious Data Collection

Secure Pre-Visit Information Handling

Collect pre-visit information with HIPAA-conscious guardrails, ensuring collected data is handled securely, used only for care coordination, and accessible only to authorized clinical staff. No sensitive PHI is stored in the chatbot system.

HIPAA-conscious data collection guardrails

Secure transfer to authorized clinical staff

No PHI retention in AI chat system

HIPAA-Conscious Data Collection

Secure Pre-Visit Information Handling

Collect pre-visit information with HIPAA-conscious guardrails, ensuring collected data is handled securely, used only for care coordination, and accessible only to authorized clinical staff. No sensitive PHI is stored in the chatbot system.

HIPAA-conscious data collection guardrails

Secure transfer to authorized clinical staff

No PHI retention in AI chat system

HIPAA-Conscious Data Collection

Secure Pre-Visit Information Handling

Collect pre-visit information with HIPAA-conscious guardrails, ensuring collected data is handled securely, used only for care coordination, and accessible only to authorized clinical staff. No sensitive PHI is stored in the chatbot system.

HIPAA-conscious data collection guardrails

Secure transfer to authorized clinical staff

No PHI retention in AI chat system

5-minute set up with our native integration

Deploy Your Clinic Intake Chatbot in 5 Minutes

1

Create your AI chatbot – Pick the perfect AI model fit for your support needs.

2

Train AI with Docs, FAQs & Policies – Upload knowledge base files and site links.

3

Customise Workflows & Escalation Rules – AI handles what it can, and escalates what it can’t.

4

Monitor & Optimise with Analytics – See where customers get stuck and fine-tune responses.

Intake Knowledge Integration

Train on Clinical Requirements & Intake Protocols

Upload intake form requirements, pre-visit preparation protocols, insurance verification needs, consent form explanations, and clinical documentation standards for accurate, complete patient intake guidance.

Intake form requirements by visit type

Pre-visit preparation protocols and instructions

Consent form explanations and patient rights

Intake Knowledge Integration

Train on Clinical Requirements & Intake Protocols

Upload intake form requirements, pre-visit preparation protocols, insurance verification needs, consent form explanations, and clinical documentation standards for accurate, complete patient intake guidance.

Intake form requirements by visit type

Pre-visit preparation protocols and instructions

Consent form explanations and patient rights

Intake Knowledge Integration

Train on Clinical Requirements & Intake Protocols

Upload intake form requirements, pre-visit preparation protocols, insurance verification needs, consent form explanations, and clinical documentation standards for accurate, complete patient intake guidance.

Intake form requirements by visit type

Pre-visit preparation protocols and instructions

Consent form explanations and patient rights

Clinical Staff Alerting

Flag Complex Cases for Pre-Visit Review

Alert clinical staff to patients who report concerning symptoms, complex medication lists, multiple chronic conditions, or urgent needs before their appointment—enabling care teams to prepare appropriately.

Patients with complex medical histories

Urgent or concerning symptom reports

Special accommodation or access needs

Clinical Staff Alerting

Flag Complex Cases for Pre-Visit Review

Alert clinical staff to patients who report concerning symptoms, complex medication lists, multiple chronic conditions, or urgent needs before their appointment—enabling care teams to prepare appropriately.

Patients with complex medical histories

Urgent or concerning symptom reports

Special accommodation or access needs

Clinical Staff Alerting

Flag Complex Cases for Pre-Visit Review

Alert clinical staff to patients who report concerning symptoms, complex medication lists, multiple chronic conditions, or urgent needs before their appointment—enabling care teams to prepare appropriately.

Patients with complex medical histories

Urgent or concerning symptom reports

Special accommodation or access needs

40+ Languages

Starts at $0.02/message

Available 24/7

Start Free Trial

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Industry Grade Compliance

Wonderchat is GDPR compliant and AICPA SOC 2 Certified.

FAQ

How does the AI chatbot collect patient intake information conversationally?

Wonderchat guides patients through intake with natural conversation rather than intimidating forms. Instead of presenting a long form, the AI asks: "What brings you in today?" "Are you currently taking any medications?" "Do you have any allergies we should know about?" This conversational approach increases completion rates, collects more accurate information, and reduces patient anxiety before appointments.

Can the chatbot collect intake in languages other than English?

Yes, Wonderchat supports 100+ languages. A Spanish-speaking patient can complete intake in Spanish, a Mandarin speaker in Mandarin—the AI collects accurate, complete information regardless of language. This improves intake completeness for non-English speaking patients and reduces the need for in-person interpreter services during intake.

How does the chatbot handle patient consent and privacy notices?

Wonderchat can explain consent forms, patient privacy notices (HIPAA), and treatment authorization in plain language before directing patients to sign formal documents. By explaining what they're agreeing to in simple terms, the AI improves informed consent and reduces confusion—particularly valuable for patients with limited health literacy.

Can the AI flag urgent or concerning intake responses for clinical staff?

Yes, Wonderchat is configured to recognize red flags during intake—symptom descriptions suggesting urgent care needs, medication interactions, or complex conditions requiring pre-appointment clinical preparation. The AI alerts clinical staff before the appointment with flagged information, enabling appropriate care team preparation.

Does the chatbot integrate with practice management systems?

Wonderchat can integrate with practice management systems via Zapier or API connections to pass collected intake information directly into your EHR or scheduling system. This eliminates manual data transcription, reduces errors, and ensures clinical staff have complete information before patient arrival.

How quickly can clinics deploy the intake chatbot?

Setup takes just 5 minutes. Upload intake requirements, pre-visit preparation protocols, insurance information needs, and consent form explanations. Configure escalation rules for urgent intake concerns, customize the AI's tone to be welcoming, and deploy via text link, patient portal, or appointment confirmation email for pre-arrival intake completion.

FAQ

How does the AI chatbot collect patient intake information conversationally?

Wonderchat guides patients through intake with natural conversation rather than intimidating forms. Instead of presenting a long form, the AI asks: "What brings you in today?" "Are you currently taking any medications?" "Do you have any allergies we should know about?" This conversational approach increases completion rates, collects more accurate information, and reduces patient anxiety before appointments.

Can the chatbot collect intake in languages other than English?

Yes, Wonderchat supports 100+ languages. A Spanish-speaking patient can complete intake in Spanish, a Mandarin speaker in Mandarin—the AI collects accurate, complete information regardless of language. This improves intake completeness for non-English speaking patients and reduces the need for in-person interpreter services during intake.

How does the chatbot handle patient consent and privacy notices?

Wonderchat can explain consent forms, patient privacy notices (HIPAA), and treatment authorization in plain language before directing patients to sign formal documents. By explaining what they're agreeing to in simple terms, the AI improves informed consent and reduces confusion—particularly valuable for patients with limited health literacy.

Can the AI flag urgent or concerning intake responses for clinical staff?

Yes, Wonderchat is configured to recognize red flags during intake—symptom descriptions suggesting urgent care needs, medication interactions, or complex conditions requiring pre-appointment clinical preparation. The AI alerts clinical staff before the appointment with flagged information, enabling appropriate care team preparation.

Does the chatbot integrate with practice management systems?

Wonderchat can integrate with practice management systems via Zapier or API connections to pass collected intake information directly into your EHR or scheduling system. This eliminates manual data transcription, reduces errors, and ensures clinical staff have complete information before patient arrival.

How quickly can clinics deploy the intake chatbot?

Setup takes just 5 minutes. Upload intake requirements, pre-visit preparation protocols, insurance information needs, and consent form explanations. Configure escalation rules for urgent intake concerns, customize the AI's tone to be welcoming, and deploy via text link, patient portal, or appointment confirmation email for pre-arrival intake completion.

FAQ

How does the AI chatbot collect patient intake information conversationally?

Wonderchat guides patients through intake with natural conversation rather than intimidating forms. Instead of presenting a long form, the AI asks: "What brings you in today?" "Are you currently taking any medications?" "Do you have any allergies we should know about?" This conversational approach increases completion rates, collects more accurate information, and reduces patient anxiety before appointments.

Can the chatbot collect intake in languages other than English?

Yes, Wonderchat supports 100+ languages. A Spanish-speaking patient can complete intake in Spanish, a Mandarin speaker in Mandarin—the AI collects accurate, complete information regardless of language. This improves intake completeness for non-English speaking patients and reduces the need for in-person interpreter services during intake.

How does the chatbot handle patient consent and privacy notices?

Wonderchat can explain consent forms, patient privacy notices (HIPAA), and treatment authorization in plain language before directing patients to sign formal documents. By explaining what they're agreeing to in simple terms, the AI improves informed consent and reduces confusion—particularly valuable for patients with limited health literacy.

Can the AI flag urgent or concerning intake responses for clinical staff?

Yes, Wonderchat is configured to recognize red flags during intake—symptom descriptions suggesting urgent care needs, medication interactions, or complex conditions requiring pre-appointment clinical preparation. The AI alerts clinical staff before the appointment with flagged information, enabling appropriate care team preparation.

Does the chatbot integrate with practice management systems?

Wonderchat can integrate with practice management systems via Zapier or API connections to pass collected intake information directly into your EHR or scheduling system. This eliminates manual data transcription, reduces errors, and ensures clinical staff have complete information before patient arrival.

How quickly can clinics deploy the intake chatbot?

Setup takes just 5 minutes. Upload intake requirements, pre-visit preparation protocols, insurance information needs, and consent form explanations. Configure escalation rules for urgent intake concerns, customize the AI's tone to be welcoming, and deploy via text link, patient portal, or appointment confirmation email for pre-arrival intake completion.

40+ Languages

Starts at $0.02/message

Available 24/7

Start Free Trial

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