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.

20–30 min

of front desk time spent every day in manual reconciliation

65%

of patients never complete their intake

Manual flow

of information, no automatic update to patient charts

No audit trail

lack of compliance and version control

The problem

“Didn't I just fill this out?”

Most clinics still rely on paper forms that patients fill out by hand. Staff then scan, upload, and retype those same answers into the EHR. Full stop. There is no audit trail, no version control, and no seamless bridge between the intake and the clinical record.

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
M
Hi Sarah — what's the main reason for your visit on Tuesday?
I've had a fever and a cough since yesterday.
M
Sorry you're feeling unwell. How high has your fever been, and are you taking anything for it?
Around 101°F. Just Tylenol so far.
M
Is the cough dry, or are you bringing anything up? Any shortness of breath?
Mostly dry, no shortness of breath.
Moxcares is preparing your clinician summary…
Paper clipboard form transforming into a mobile chat intake

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 go live on your website, SMS, or patient portal — 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.

Dental

Health history, consent, insurance, pre-op screening.

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 secure text message with a private link, sent the moment they book. No app to download. No portal password to remember.

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

Structured summary lands in your EHR

By the time the patient walks in, the clinician has a clean, structured summary — not a wall of free text. Red flags are escalated to the practitioner's queue before the visit starts.

Patient chat-style intake on a phone

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

Questions

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. Completion rates are typically far higher because the conversation only asks what applies.

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?

It should. Moxcares pushes structured intake answers, insurance, and consents into the chart rather than attaching a PDF someone has to retype, with bidirectional sync for the major EHRs. See our EHR integration guide for field mapping and rollout steps.

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, dental, dermatology, mental health, or pediatrics and customize it.

How much does patient intake software cost?

Moxcares is priced per clinic, not per provider or per form — $99, $199, and $349 per month depending on clinic size, with staff seats included. Intake is part of the platform rather than a separate add-on.

Try it on your own visit types

A 20-minute walkthrough with one of our clinical product specialists. We'll wire it up to your most common appointment types live.

Schedule a demo