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Figures and testimonials shown are illustrative. Photos via Unsplash.

All use cases
Clinics & dental

New-patient intake done before they arrive

A new patient with a blank form is ten minutes of front-desk typing. This is the intake that's already done by the time they arrive.

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What it moved

First quarter

12 min
saved per new patient
94%
of forms done before arrival
0
clipboards at the desk

Illustrative scenario, not a specific customer. Figures show the kind of outcome this workflow drives and depend on your volume.

The challenge

New patients arrived with blank forms, and the front desk copied details by hand while the waiting room backed up behind them.

What Clear AI did

  1. 1

    Intake on booking

    Booking online triggers an intake by text, so the patient fills it in on their own time.

  2. 2

    Right questions asked

    The form asks exactly what the practice needs, nothing missed, nothing extra.

  3. 3

    Straight to the record

    Answers land in the record before arrival, so the desk isn't re-typing.

The outcome

Patients walk in ready, and the desk stops re-typing what the patient already knows.

“New patients used to mean a clipboard and ten minutes of typing. Now they arrive and we're ready.”

Hannah ReyesFront-desk lead, Lakeside Family Clinic

The tools behind it

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  • Ask the right questions first

    Gathers the details you always need up front, so no job starts with a guessing game.

  • Booking and reminders

    Books the job straight into your calendar and reminds the customer so they actually show.

  • Your CRM updates itself

    Logs every lead, note, and booking to your CRM so your records never go stale.

See this run on your own leads.

Twenty minutes, live. Watch Clear AI handle a scenario like this one with your real calls, in your voice.

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