Digital Intake · Phone-first · HIPAA-ready

Digital Patient Intake Software

Digital patient intake software with mobile forms, insurance capture, e-signatures, and EHR sync before the visit starts.

  • Chat-like, mobile-first form UX — finishes 2× more often than legacy PDFs
  • OCR insurance card capture — member ID, group, payer auto-extracted
  • Photo upload + body markers — visual context the form alone can’t capture
  • Conditional logic by visit type — only the questions that matter
  • Live triage routing — critical answers route to a human in real time
  • E-signature on HIPAA, AOB, and treatment consent forms
  • 30-second provider pre-visit brief — chart summarized before the visit
  • Direct write-back to your EHR/PMS — structured fields, not a free-text dump
Get started — $199/mo

No setup fees · 14-day go-live · cancel any time · HIPAA BAA HIPAA BAA included

Process

How Digital Intake works.

Results

Real impact,
Real Return on Investment.

Practices on Enzo Digital Intake reclaim staff hours and shave first-visit time within the first 30 days. The math compounds from there.

01
12m saved per visit

Patients arrive ready — paperwork, signatures, photos, and copay done from their phone. Front desk hands them a smile, not a clipboard.

02
4h saved per day

No more retyping forms into the EHR. Staff stop being data-entry clerks and start running the floor — selling memberships, rebooking, calling waitlists.

03
return on investment

At $199/mo, the ROI hits in week one. Every hour reclaimed and every copay collected upfront compounds month over month.

Outcomes that
make every first visit easier to run

01

Shorten Check-In Time

Patients arrive ready, so the visit starts faster and your front desk is not buried in paperwork during peak hours.

02

Save Staff Hours Daily

Forms, signatures, and insurance capture stop chewing through admin time that should be spent on patient-facing work.

03

Collect Cleaner Patient Data

Structured intake reduces mistakes, missing fields, and messy handoffs so your team works from better information.

04

Start Visits On Time

Providers get what they need before the patient reaches the room, which keeps the day moving and lowers avoidable delays.

Simple, flat pricing.

No setup fees. No per-form charges. Cancel any time. HIPAA BAA included on every plan.

Paperwork done before they walk in

Digital Intake

Digital patient intake software for medical, dental, aesthetic, and specialty practices. Phone-first forms with dynamic logic by visit type, OCR insurance card capture, e-signatures, photo upload + body markers, live triage routing, and bidirectional EHR/CRM sync. One flat monthly price — no per-form fees, unlimited visits.

$199

Get started now
What you get
  • Chat-like, mobile-first form UX — 2× completion vs legacy PDF intake
  • OCR insurance card capture — member ID, group, payer, BIN/PCN auto-extracted
  • Photo upload + body markers — patients tap where it hurts, upload concern photos
  • Conditional logic by visit type — only relevant fields per appointment
  • Live triage routing for critical answers — chest pain, allergic reaction, suicidal ideation
  • E-signature for HIPAA, AOB, financial responsibility, and treatment consent forms
  • 30-second provider pre-visit brief — chief complaint, allergies, history, flags
  • Bidirectional EHR / PMS sync — 30+ systems supported (Epic, Athenahealth, Dentrix, Open Dental, Jane, etc.)
Sign up online Hear it in action Book a demo

If paperwork is slowing every first visit, you need Digital Intake

Digital Intake is not just about forms. It is about getting cleaner data sooner, shortening check-in, and making the whole day run lighter for staff and providers.

You should move on this now if:

  • Check-in still creates lines, clipboard chaos, or avoidable delays.
  • Your team is spending too many hours chasing signatures, insurance cards, and missing information.
  • You want providers to start visits with better data already in hand.
  • You need a smoother first impression that feels modern to patients and easier to run internally.

Without it, you are probably still dealing with:

  • Front-desk bottlenecks keep stacking up during peak hours.
  • Missing or messy intake data still causes downstream errors and follow-up work.
  • Providers lose time waiting on paperwork that should have been finished before arrival.
  • A weak first-visit experience makes the practice feel less organized than it really is.
Common questions

Questions, answered straight.

Everything we get asked on every demo call.

Yes. The AI uses a frontier voice model (sub-300ms latency, natural intonation, mid-sentence interruption handling). You pick the voice and the personality — calm, energetic, formal, warm — and we train on your brand tone. Most patients don’t realize they’re talking to AI unless told.

We support 30+ practice management systems out of the box: Dentrix, Open Dental, Eaglesoft, Athenahealth, Epic, eClinicalWorks, Jane, SimplePractice, Nexhealth and more. For everything else we use Zapier/Make or direct API. Tell us your stack on the kickoff call and we’ll confirm in two minutes.

The agent has clear hand-off triggers: anything safety-related (suicide ideation, severe pain, allergic reactions) escalates immediately to your on-call team. Billing disputes, refund requests and complaints are routed to the right inbox with a full transcript. The agent never argues or makes legal/medical claims it shouldn’t.

Yes. We sign a BAA before go-live, encrypt audio and transcripts in transit and at rest, never train shared models on your data, and offer one-click data export. Voice, transcripts and bookings live in a dedicated environment for your practice.

14 days from kickoff call. Week 1: integrations and voice training. Week 2: testing, soft launch on overflow + after-hours, then full takeover on day 14. We don’t move you to your main line until you’ve signed off.

Every call is recorded and transcribed. You see flagged calls daily on your dashboard with the reason flagged (low confidence, escalation triggered, unhappy patient). We retrain the agent weekly based on those flags. Provider sign-off is required for any clinical-adjacent output.

Month-to-month. Cancel any time with 30 days’ notice. Annual plans get a pro-rata refund. We’ll export every transcript and booking record within 7 days. Zero lock-in.

Generic answering services take a message and email you. Ours books the appointment, verifies insurance, collects deposits, and texts confirmations — autonomously. Most clients break even on missed-call recovery alone in the first 30–45 days.

A loaded receptionist runs $3.5–5.5k/month and covers 40 hours/week. AI Voice Receptionist is $499/mo flat and covers 24/7/365 with unlimited concurrent calls. The Math: most clinics pay back the agent within 3 booked appointments.

Yes — most clinics start here, then add Smart Booking, Digital Intake, and Aftercare for $1,199/mo (the Front Desk system). Or grab Enzo OS Complete (all 24 agents across Front Desk, Operations, Growth and Revenue) at $2,999/mo.

Ready to try the Digital Intake?

Book a demo