✦  New-patient intake

Every new-patient call becomes a booked chart.Insurance, reason for visit, and the appointment — on the first call

Voice AI takes the full new-patient intake on the phone — name, date of birth, insurance, reason for visit — and writes the appointment into your EHR before the caller hangs up.

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Live in under a dayHIPAA · BAABooks into your EMR

A new patient calls once. If that call ends in a message, you are now chasing someone who is already calling the next practice on the list — which is exactly how missed calls turn into lost revenue you never see on a report.

KloudMD Voice AI finishes the intake instead of collecting a callback number. It captures demographics and date of birth (which most EHRs require before a chart can exist), asks your insurance questions, routes by reason for visit, books the slot, and texts your digital-forms link while the caller is still interested. Works with the systems on integrations, and uses the same agent as your after-hours line.

Three steps. We do the work.

1

Connect your EMR

We read your providers, services, hours, and insurance list from the system you already run.

2

Forward your number

Keep the number patients already know. After-hours, overflow, or every call — you choose.

3

Go live

Most practices are answering real calls within a day. You watch it ring.

Voice AI vs a human answering service

A live medical answering service is a person with a script. They greet in your name, take a message, and page on-call if the protocol says so. That is the same job as voicemail — with a human in the middle, billed per minute.

Voice AI does that job and then finishes it. It checks real availability, books while the caller is still on the line, and only wakes a person when your rules say to. Patients who want a human during office hours still get a warm transfer.

Side by side

Live answering serviceKloudMD Voice AI
Who answersHIPAA-trained operatorKloudMD Voice AI (says so if asked)
PickupQueue / hold, then a personFirst ring, ~400ms
End of the callA message in their portalA booked visit, note, or transfer — in your EHR
On-callOften pages to be safeOnly the call types you mark as escalate
Clinical adviceNoNo — document and route. 911 / 988 when needed
Typical cost$1–$2 per minute, plus overageNot a bucket of human talk time
Morning workStaff re-type the portalTranscript and the appointment already there

Full Voice AI vs live answering comparison →

Hear a real call

Unedited production call handled by Voice AI. Personal info beeped for HIPAA. Same agent that covers after-hours and overflow.

New-patient booking
Answered and booked by KloudMD Voice AI · 3:31
3:31
What you're hearingThe agent greets as the practice, checks live availability, and books the new patient while they're still on the line — no hold, no voicemail, no human in the loop.
Same agent on after-hours and overflowInsurance questions, reschedules, and after-hours messages use the same Voice AI. Call a live demo line above to stump it.

What you get

  • Full demographics and date-of-birth capture
  • Insurance and plan questions answered
  • Reason-for-visit routing to the right provider
  • Appointment written into your EHR
  • Digital forms texted after the call
  • Recording and transcript on every new-patient call

Common questions

What details does it collect?

Whatever your intake requires — typically name, date of birth, phone, email, insurance and member ID, reason for visit, referring provider, and preferred location or provider. The fields are yours to set.

What if we don't accept the caller's insurance?

The agent says so plainly, offers your self-pay option or a referral message if you have one, and logs the call. No promised callback that nobody makes.

Will patients know it's an AI?

The agent never pretends to be a person and says so when asked. You control the greeting and how it introduces itself.

Does it work with our EHR?

It books against the same scheduling layer the rest of KloudMD uses, with 50+ EHR and practice-management integrations.

How is this different from a live answering service?

A live answering service takes a message and pages on-call. Voice AI answers on the first ring, books into your EHR while the caller is still on the line, and only transfers or pages when your rules say to.

Hear it answer your own phones

15 minutes, your real call flows, no pressure.

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