Pre-Appointment Intake Collector
Digital intake before the visit. Replaces NexHealth Forms $229/mo + paper clipboard time.
The problem
NexHealth Forms runs $229/mo and SolutionReach intake add-ons push $400+, but practices still hand patients clipboards when the link fails or the patient didn't fill it on their phone. 7 minutes per new patient goes to retyping.
What changes
3 days before visit, agent texts a branded form link (medical history, current meds, consent, HIPAA NPP). Chases 24h and 1h prior. Parses submission, flags allergies/meds for provider review, writes back a one-page summary the MA can paste into the EHR manually.
A day in the life
What this agent actually does.
- 1
T-3 days: SMS 'quick 4-minute form before your Friday visit with Dr. Kim'
- 2
Patient submits → agent flags 2 meds that interact with planned anesthetic, tags chart
- 3
Day-of: MA gets a 1-screen summary instead of a 6-page PDF
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
Add Pre-Appointment Intake Collector to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.