Ask once. Carry the answer forward.
Patient responses become structured summaries and reviewable chart proposals, with the source available to the care team.
Patient intake software
Conversation, not paperwork.
Moxcares is AI patient intake software for independent clinics. Patients tell their story in plain English, the AI asks the right follow-ups, and your clinician walks into the room already up to speed.
LAKE FAMILY CARE / SAMPLE WORKFLOW
Your questions. A friendlier way to answer.
Clinic intake.pdfReason for visitChanges since last visitMedical history
01 / YOUR FORM
Keep the questions that work.
Start with the PDF form your clinic already uses. The next step shows a sample question as a conversation.
Make the next answer easier.
Easy-select choices and conversational follow-ups help patients work through the questions from your existing form.
Keep the clinician in the loop.
Patient-reported information stays distinct from clinical findings. Your team reviews what belongs in the chart.
The problem
“Didn't I just fill this out?”
When intake arrives as a scan or a separate form, staff have to piece together what matters for the visit. Connect the answers to the chart, so the conversation can start with useful context.
Interactive chat intake
An intake that feels like a conversation, not a clipboard
Patients tap a secure text message with a private link and chat with an adaptive AI in plain English — no app to download, no jargon. The AI asks the right follow-up questions based on each answer: medical history & allergies get follow-ups on medication; pain gets duration; skin gets rash colors; emergencies get flagged to call 911.
You stay in control. Pick chat-style or static-form intake per appointment type from your admin panel. Patients always know they're talking to AI — never a diagnosis, just a faster way to tell their story before the visit starts.
- Chat-style or static-form mode, per appointment type
- Branches dynamically on each answer
- AI-generated structured summary pushed to your EHR
- Red-flag escalation to the clinician's queue
From paper to chat in minutes
Your existing forms, turned into a native AI chat.
Most clinics already have intake forms that work clinically. Moxcares doesn't make you rebuild them. Just scan or upload your existing paper forms, and we convert them into a smart, conversational intake that feels like it was built for your practice.
01
Snap or upload your existing forms
New patient intake, consent, screening, insurance — just scan the paper or upload the PDF. Your existing clinical language stays intact.
02
Moxcares builds the conversation
Our AI converts each field into a friendly, branching chat. Follow-up questions, conditional logic, and red-flag routing are built in automatically.
03
Customize and publish
Add your logo, adjust the tone, reorder questions, and set rules per visit type. Then publish a private conversation patients can reach from your website or a message link — in minutes, not months.
Ready-made library
Start from a template. Make it yours.
Prefer to skip the scanning? Choose from a library of intake forms designed for common clinic types. Customize every question, branch, and prompt to match your services and your voice.
Primary care
New-patient intake, annual wellness, medication reconciliation.
Orthopedics
Pain history, mobility, previous treatment, medications and referral details.
Dermatology
Skin complaint intake, lesion history, photos, allergy checks.
Mental health
Intake, PHQ-9, GAD-7, safety checks, consent.
Pediatrics
Guardian info, vaccination history, developmental concerns.
Specialty clinics
Referral intake, condition-specific questionnaires, prior auth.
How it works for patients
Three steps. Zero clipboards.
01
Patient gets a secure link
A text notification contains a private link. Patients authenticate before starting the conversation. No app to download.
02
AI asks the right next question
Medical history and allergies branch into medication detail. Pain branches into duration and severity. A skin complaint branches into color and onset. Emergencies are flagged to call 911 immediately.
03
A structured summary, ready for clinical review
Intake arrives as a structured summary and chart proposals. Clinicians review the source answers, edit or accept proposed information, and decide what belongs in the record.
You stay in control
Configurable per visit type
Toggle chat-style or static-form intake per appointment type
AI never diagnoses — it organizes the patient's story
Patients always know they're talking to AI
Red flags route to the practitioner's queue
All branches and prompts are editable in the admin panel
Multi-language support, on by default
Patient intake software, answered.
What is patient intake software?+
Patient intake software collects a patient's demographics, insurance, medical history, and reason for visit before the appointment, then writes that information into the chart as structured data. Modern intake software replaces paper clipboards and PDF packets with a secure link the patient completes on their phone.
How is AI patient intake different from digital forms?+
A digital form asks every patient the same static questions. AI intake adapts: it branches on each answer, asks the clinically relevant follow-up, flags red flags to the practitioner's queue, and produces a structured clinician summary instead of a wall of free text. The conversation asks relevant follow-ups; your practice can measure completion against its own form-based baseline.
Is Moxcares patient intake HIPAA compliant?+
Yes. Intake is delivered over an authenticated, encrypted channel, PHI is encrypted at rest and in transit, access is role-based, every action is written to an append-only audit trail, and we sign a BAA with every clinic.
Does patient intake software integrate with my EHR?+
Intake flows directly to the built-in Moxcares chart as summaries and reviewable proposals. If you plan to keep an external EHR, confirm that system's connection scope, supported fields and sync direction with our team.
How long does it take to set up?+
Minutes, not months. Upload or scan your existing intake forms and Moxcares converts each field into a branching conversation, or start from a specialty template for primary care, orthopedics, dermatology, mental health, or pediatrics and customize it.
How much does patient intake software cost?+
Platform plans start at $99 per clinic per month with form-based intake. Conversational AI intake is included from Growth. Plan features and clinical add-ons differ; use the pricing page to calculate the setup your practice needs.
Keep reading
Blog
Why 65% of patients never finish your intake form
What completion data really says about intake — and what chat changes.
Guide
AI intake automation guide
Turn PDF forms into authenticated chat intake and reviewable chart summaries.
Blog
Keep your intake forms. Change how patients answer them.
Turn existing PDF forms into friendly chat, quick-select answers and clinician-reviewed proposals.
YOUR PRACTICE. YOUR PACE.
Start with the work
you want off your plate.
Bring your toughest workflow. We’ll show you how Moxcares can help—and what moving over would look like.
Show me my workflowA focused conversation. A practical next step.