Patient Intake

Forms completed before the visit, not handed over at the door.

On the roadmapBook a demo See what it does

Patient intake

What it does

What it does for your practice.

Intake done in the waiting room is intake done at the worst possible moment: the patient is rushed, the front desk is interrupted, and anything mistyped becomes a rejected claim weeks later. Velaire sends intake ahead of the appointment and chases it, so the visit starts with the details already in.

Sent ahead
The link goes out when the appointment is booked, with time for the patient to complete it properly rather than in a corridor.
Chased
An unreturned form gets a follow-up on its own, instead of being noticed by whoever checks the list that morning.
Consent first
On a call, Velaire asks before it texts, and the answer is recorded against the call. No message goes out on an assumption.
Your own form
This points at your existing intake tool or patient portal rather than replacing it. Velaire is the prompt and the chase, not another system for your team to learn.

How it would run · On the roadmap

A new patient books for next Wednesday.

The intake link goes out when the appointment is booked, with time for the patient to complete it properly. An unreturned form gets a follow-up on its own, and the visit starts with the details already in.

Step 1Point Velaire at the intake form or portal you already use.

Step 2Set when the link sends and when an unreturned form is chased.

Step 3Confirm the agreements in place with every vendor in the chain.

Illustrative workflow. Configuration varies by practice.

Questions

Patient Intake questions.

Is this available now?

No, it is on the roadmap, and it is the most carefully gated item on it. Intake carries more patient information than anything else Velaire touches, so it needs the right agreements with every vendor in the chain before it goes near a real practice.

Can the AI take intake during the call itself?

Collecting details on a call is straightforward. Writing them into a clinical system is the part that needs a real integration, and we would rather tell you what exists than describe an ambition as a feature. Ask us where it stands.

Does Velaire store our patients' answers?

That depends on the configuration and the agreements behind it. Ask for the specifics that apply to your setup rather than assuming, and we will tell you exactly what is retained and for how long.

What about insurance details?

Insurance capture and eligibility checking are adjacent and on our list, but both need a payer or clearinghouse integration that does not exist yet. We are not going to imply otherwise.