Patient Intake
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.
Scoped and priced, not built yet. We would rather tell you that than let you assume.
How patient intake works
Sent by text or email, ahead of time
The link goes out when the appointment is booked, with time for the patient to complete it properly rather than in a corridor.
Chased if it is not returned
An unreturned form gets a follow-up on its own, instead of being noticed by whoever checks the list that morning.
Consent captured before anything sends
On a call, Velaire asks before it texts, and the answer is recorded against the call. No message goes out on an assumption.
Routes to the form you already use
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.
What the first 48 hours actually look like
Most practices are answering with Velaire within two days of signing. Here is what happens in between.
Step 01
You fill in the details
Hours, services, booking rules, routing, and the questions patients actually ask.
Step 02
We build your agent
Configured to your service menu and booking process, not a generic script.
Step 03
It gets reviewed
Every agent goes through a QA pass before it is allowed near a real call.
Step 04
You approve it
Nothing goes live until you have heard it and signed off.
Step 05
Live on your number
Answering on the line patients already call. No port, no new hardware.
Questions about this
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.