Heyliaa

100+ clinics now run their front desk on Heyliaa
Skip to main content

Agent 03 · Patient Intake

Complete patient intake before the visit

Collect the information your team needs without clipboards, duplicate entry, or endless follow-up. Heyliaa sends intake requests after booking, checks submissions for completeness, and syncs reported information to the patient record.

Test it now, it’s freeBook a demo
automated patient intake for medical clinics

What this agent handles

✓ Digital intake forms delivered by SMS or chat
✓ Collection of demographics, insurance, and patient-reported history
✓ Completeness checks before information reaches staff
✓ EMR-connected intake workflows
✓ Clear escalation when information needs human review

How it works

STEP 01

A booking triggers the clinic’s approved intake workflow.

STEP 02

The patient receives and completes the requested information securely.

STEP 03

Heyliaa checks for missing fields, syncs the response, and flags exceptions for staff.

Built for administrative work—with people in control

Heyliaa follows workflows, scripts, permissions, and escalation rules approved by your clinic. It does not diagnose, assess medical risk, determine clinical urgency, or make treatment decisions. Ambiguous requests and anything involving patient safety or clinical judgment are transferred to qualified staff.
Explore all agentsSecurity & compliancePricing

Put this agent to work for your clinic.

Start free or see how Heyliaa fits your current systems and workflows.

Test it now, it’s freeBook a demo