Patient Intake Automation
Intake Shouldn't Take Three Phone Calls.
Insurance, history, forms. Greetmate collects it on the first call and hands your team a record that's already complete.
How It Works
- Recover abandoned intake forms
- Automated follow-up and reminders
- Faster response times
- Higher intake completion rates
- Answers 100% of your calls, 24/7
- Integrates with 20+ EHRs
- Specifically tailored to your practice's workflows
As seen in:
Patient Intake Automation
Collecting Patient Information
Personal Information
Collecting details...
Insurance Details
Verifying coverage...
Medical History
Recording history...
Reason for Visit
Capturing reason...
Preferred Appointment Time
Collecting availability...
Intake Submitted
Patient information sent to your team
Front Desk ROI Calculator
See the revenue hiding in your front desk.
Identify the operational gaps in your day-to-day front desk — missed calls, wasted admin time, and unrecovered no-shows — and what Greetmate could help you recover.
Practice type
Greetmate Potential Recovery
estimated recovery per month
Missed Patient Calls
$1,476–$2,124
New-patient revenue lost to unanswered and overflow calls.
Front Desk Admin Waste
$722–$1,038
Staff hours spent on repetitive, non-revenue calls.
Unrecovered No-Shows
$443–$637
Revenue recoverable through reminders and rebooking.
Illustrative estimates based on industry averages and your inputs. Actual results vary by practice, payer mix, and workflow.
Secure & Compliant
35% Front Desk Workload Reduction
43% Routine Patient Communication Automation
90% Reduction in Missed Calls
90% Improvement in After-Hour Responsiveness
Trusted by Healthcare Practices Across The U.S.
Watch Our Videos
See How It Works
See how Greetmate helps you automate patient intake, scheduling, referrals, and more..
- Intake data structured and routed
- Appointment scheduled end-to-end
Explore Demos
Short demos
Deep dives
Answer Every Call, Every Time
What a missed call actually costs — and how Greetmate closes the gap.
Connect your call workflows to your healthcare stack.
Integrates with 300+ Apps, including EHRs, CRMs, Calendars, Email, and more.
E.g. Athenahealth, Canvas Medical, DrChrono, Elation, Healthie, ModMed, Practice EHR, Tebra (Kareo), IntakeQ / PracticeQ, Zenoti EMR, AdvancedMD, Charm EMR, Practice Better, OpenPractice OpenPM, OpenEMR, Cerbo, PatientNow, Open Dental, Epic Systems, CentralReach, Cliniko, Nextech, CureMD, BestNotes, Ritten, Optimantra, PtEverywhere, Google Drive, Google Sheets, Cal.com, and many more.
The Hidden Cost of Patient Drop-Off
Most Practices Don't Have a Lead Problem. They Have a Conversion Problem.
Patients start the process every day but never make it through the door. Incomplete intake forms, unanswered questions, and delayed follow-up create unnecessary patient leakage.
- Abandoned intake forms
- Delayed responses
- Missed follow-up opportunities
- Lost appointments
- Lost revenue
Why Patients Drop Off
Where Patients Get Stuck
Intake Takes Too Long
Long, manual intake forms cause patients to give up before finishing.
Questions Go Unanswered
Patients leave when they can't get quick answers to their questions.
Scheduling Is Delayed
Waiting on a callback to book pushes patients toward other providers.
Follow-Up Is Too Slow
Staff can't reach every patient fast enough to keep them engaged.
How Greetmate Helps
How Greetmate Keeps Patients Moving Forward
Automated reminders, guided workflows, and faster response times help patients complete the process and become appointments.
Patient Inquiry
A patient reaches out by phone, text, or chat.
Intake Started
Greetmate begins collecting and verifying patient information.
Greetmate Follow-Up
Automated reminders and follow-up keep patients engaged.
Intake Completed
Patients finish intake without staff chasing them down.
Appointment Scheduled
Completed intakes convert into booked appointments.
Ready to Stop Losing Patients During Intake?
See how Greetmate guides patients through intake and converts more inquiries into appointments.
Before vs. After
Turn Drop-Off Into Appointments
Before Greetmate
- Manual intake
- Delayed responses
- Incomplete forms
- Patient drop-off
After Greetmate
- Automated intake
- Faster follow-up
- Higher completion rates
- More appointments booked
Deploy Faster
Everything your practice needs to automate phone-driven workflows
Greetmate handles intake, scheduling, after-hours coverage and follow-up. You get the voice AI platform and the managed implementation behind it, so the workflow actually works inside your organization.
- HIPAA-Ready Software
- Secure, compliant voice automation designed for healthcare. Protect patient data while automating intake and scheduling.
- Human-Like AI Voices
- Choose from thousands of natural-sounding voices so callers hear a real conversation, not a menu.
- Interoperability
- Connect your existing EHR, CRM and other business tools through our API and native integrations.
- 24/7 Appointment Scheduling
- Let your AI agent handle bookings around the clock, synced directly with your calendar.
- Advanced Analytics
- Gain insights into every call with automated transcription, sentiment analysis, and outcome tracking.
- Lead Qualification
- Automatically qualify inbound leads and route them to the right team members instantly.
Stop Losing Patients During Intake
Book a discovery call to see how Greetmate guides patients through intake, automates follow-up, and converts more inquiries into appointments.