Background Waves

Patient Intake Automation

Every intake call answered, completed, and synced to your EHR.

Every detail handed to your team. Greetmate answers every call to your practice: new patients, scheduling, after-hours, overflow. It automates your front-desk workflows, and patient intake is one of them. Greetmate captures demographics, insurance and referral details on the call, books the first appointment, and updates your EHR, all without adding staff.

Listen to a sample call

A new patient books an appointment. Greetmate reads live availability out of the EHR and writes the booking back into it.

Why It's Different

  • We build your call workflows, test them, and launch with you. Actual ROI with end-to-end workflows.
  • Deterministic call workflows, built to your intake script
  • Syncs bi-directionally with dozens of leading EHRs
  • Intake finished on the first call, so nobody has to ring the patient back
  • 46.9 hours a week given back at a seven-location practice
  • HIPAA-compliant and healthcare-only
  • 14 days to your first answered call
  • 60-day money-back guarantee

Trusted by Healthcare Practices Across The U.S.

The Business Impact

Intake Is Where New Patients Get Lost.

An intake call takes ten minutes. Your front desk rarely gets ten quiet minutes. So calls get cut short, details go missing, and new patients wait on hold or land in voicemail.

Most of them don't call back. They call the next practice.

At 80+ calls a day, intake alone can consume a front-desk seat.

  • Intake calls cut short
  • Details missing, callbacks needed
  • New patients stuck on hold
  • Voicemails nobody returns

How Greetmate Helps

One System That Answers the Phone and Finishes the Work Behind It

It answers every call, first

Greetmate is your practice's phone infrastructure: inbound handling, routing, FAQs, scheduling, after-hours and overflow coverage. Your team stops reacting to the phone.

Intake runs as a finished workflow

Greetmate takes new callers through a structured intake (caller details, insurance, referral source, visit scheduling), completes it on the first call, and writes it into your EHR. It integrates with dozens of leading EHRs, so nobody chases forms or re-enters data.

Built for you, on-script by design

Greetmate implements deterministic call workflows with guardrails and escalation paths to your staff, not a prompt-based bot that improvises. We scope, configure, integrate and test the workflow with you, and basic deployments go live within hours.

Intake ROI Calculator

What Is Unfinished Intake Costing You?

Put your own numbers in: call volume, what a new patient is worth, the hours your team spends on intake. You get an estimate of the revenue and staff time currently going to hold times, callbacks and half-finished intakes.

Practice type

$
%
%
Front desk hourly wage
$
Hours/day on FAQs & reminders
hrs
New-patient share of missed calls
%
Booking / close rate
%
Appointment-related call share
%
No-show recovery rate
%
Business days per month
days

Greetmate Potential Recovery

$4,559$6,561

estimated recovery per month

Per year$55K – $79K

Missed Patient Calls

$2,952–$4,248

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

$886–$1,274

Revenue recoverable through reminders and rebooking.

Book a 15-Min Discovery Call

Illustrative estimates based on industry averages and your inputs. Actual results vary by practice, payer mix, and workflow.

See It In Action

See How It Works

A short animated walkthrough of what comes off your front desk once Greetmate answers the phone and finishes the work behind the call.

Ready to Stop Losing Patients During Intake?

See what a real intake call sounds like, and what lands in your EHR when it ends.

Business Benefits

What Changes When Intake Runs Itself

Front desk

The Repetitive Work Comes Off the Desk

Your team stops re-keying intake details and gets that time back for the patients standing in front of them.

The practice

Fewer New Patients Lost Before They Book

Fewer patients lost to hold times and callbacks, because the call is answered and the intake is finished the first time.

Multi-location

One Intake Standard Everywhere

Every location runs the same intake, so opening the next one does not mean rebuilding how patients are handled.

Patients

A Better Start to Care

Answered on the first ring, intake done in one call, and a first appointment sooner.

Leadership

You Can See What the Phones Produce

Intake volume, conversion and bottlenecks, rather than a count of how many calls came in.

Secure & Compliant

HIPAA Compliant

84% of staff handoffs arrived with intake work already documented

20 min → 5 intake work left for staff, against a 20-minute manual baseline

46.9 staff hours saved per week, on average

100% calls answered

“One of the biggest impacts we've seen is how it increased our patients' access to care. It's almost like having another employee who never sleeps. Greetmate lets us spend more time focusing on what truly matters: helping people.”

Kevin Smith
Kevin Smith
Owner, On Your Mind Counseling
100%
Calls answered
47 hrs
Staff time saved
73%
After-hours coverage

Across 520 calls handled.

Four Weeks From Now, Intake Could Be Finishing on the First Call

We build the intake workflow, connect your EHR, test the edge cases and launch. Your team's part is a scoping call and a walkthrough. The engagement carries a 60-day money-back guarantee.

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.