New Patient Intake. Automated.
New patient intake calls take 20-30 minutes and follow the same script every time. Dialbox handles them end-to-end. Insurance, medical history, symptoms, first appointment booked. Your front desk can focus on patients who are actually in the office.
Manual Intake Overwhelms Your Front Desk
A single new patient intake call takes 20-30 minutes. For a busy practice seeing 5-10 new patients per week, that's 2-5 hours of phone time. Meanwhile, patients in the waiting room wait longer and other calls go to voicemail.
minutes per new patient intake call
hours per week spent on intake for a busy practice
of new patients prefer to complete intake over the phone vs. paper forms
How Dialbox Handles New Patient/Client Intake Calls
Our AI phone answering service takes care of everything from the first ring to the follow-up.
Intake Form Configured
Set up your intake questions: personal info, insurance, medical history, current symptoms, medications, allergies.
Patient Calls In
New patient calls and the AI walks them through intake naturally. No form-reading, just conversation.
Information Verified
AI confirms insurance details, spelling of names, and medication dosages for accuracy.
Appointment Booked
Once intake is complete, the AI books the patient's first appointment based on availability and urgency.
Who Uses New Patient/Client Intake Calls
Businesses across industries rely on Dialbox to handle this automatically.
Medical Clinics
New patient calls a family practice. AI collects insurance, health history, current concern, and books with the appropriate physician.
Dentists
New patient calls for a cleaning. AI collects dental history, insurance, allergies, and books the first available hygienist.
Chiropractors
Patient with back pain calls. AI collects symptoms, injury history, imaging records, and books an initial assessment.
Physiotherapists
Post-surgery patient calls for rehab. AI collects surgical details, physician referral info, and insurance authorization.
What You're Paying Now vs. Dialbox
The old way costs more and does less. Here's the math.
Front desk staff time for manual intake
Dialbox
Everything You Need, Nothing You Don't
Every feature works together so you can replace voicemail with AI that actually helps your callers.
See It in Action
Lakeview Family Health
The Challenge
Front desk was spending 3+ hours daily on new patient intake calls. Wait times for in-office patients increased and other calls were missed.
The Solution
Dialbox handles all new patient intake calls with the practice's complete intake questionnaire.
Results
Frequently Asked Questions
Everything you need to know about new patient/client intake calls.
Is the AI HIPAA/PIPEDA compliant for collecting medical information?
Yes. Dialbox handles sensitive medical information securely with encryption in transit and at rest, meeting PIPEDA and HIPAA compliance requirements.
Can the AI collect insurance information?
Yes. The AI can collect insurance provider, policy number, group number, and policyholder details during the intake call.
How accurate is the AI at collecting medical details?
The AI confirms and spells back critical information like medication names, dosages, and allergies for accuracy. Completion rates are higher than manual intake because the AI never forgets a question.
Can I customize the intake for different practice types?
Completely. Each practice type can have its own intake flow. A dental practice asks different questions than a physiotherapy clinic.
Your next customer is calling.
Make sure someone answers.
Set up new patient/client intake calls with Dialbox in minutes. Try free for 7 days.
New Lead - Sarah Mitchell
(416) 555-0189 · 2 min call
AI Summary
Homeowner needs emergency furnace repair. Unit making loud noise and not heating. Available tomorrow morning. Wants callback within the hour.