Automated intake workflows collect patient information, update your EHR, and trigger onboarding communications — before the first appointment.
4–5 hrs
saved per week per front desk staff member on new patient intake alone
The Problem
Every new patient triggers the same manual process: send intake forms, wait for them to come back, enter the data into your system, send a confirmation, add them to your reminder sequence. Across dozens of new patients a month, this adds up to hours of work that your front desk does by hand — work that is entirely automatable.
The Solution
Rivasyst builds an intake automation that fires the moment a new patient books. Forms go out automatically, completed data flows directly into your EHR or CRM, confirmations and reminders send on schedule, and your staff never has to touch it.
How It Works
The moment a new patient appointment is created in your scheduling system, the automation starts. No manual step required.
The patient receives a link to complete intake paperwork via text and email. Completed forms are stored and linked to their patient record.
Form responses are mapped directly into your EHR or CRM — no copy-paste, no manual entry. Insurance info, medical history, and contact details all sync automatically.
Appointment reminders go out 48 hours and 2 hours before the visit. If forms haven't been completed, a reminder is sent with the link.
What You Get
New patient intake completed before the first appointment — automatically
Zero manual data entry from intake forms to EHR
Reminder sequences reduce no-shows without staff involvement
Front desk time freed from repetitive onboarding tasks
Consistent, professional experience for every new patient
Scales with patient volume — no added workload as you grow
Medical · AI Automations
Tell us about your situation and we'll show you exactly how this would work for you — no pressure, no commitment.