Less paperwork.
More human connection.

Beam’s AI Intake automates registration, eligibility, forms, and reminders - reducing front-desk workload while creating a smoother experience for patients.

Intake slows everything down

Manual forms, eligibility checks, missing documents, and follow-up calls create bottlenecks before a patient ever sees a clinician. The result? Long wait times, frustrated staff, and delayed care.

AI Intake removes friction before the visit starts

Beam’s AI Intake handles the repetitive work automatically - so your front desk can focus on people, not paperwork.

AI Intake

  • Captures demographics, ID, and insurance information in advance
  • Runs real-time 270/271 eligibility verification
  • Prepares charts with visit reason and screening questionnaires before arrival
  • Ensures eligibility confirmed and consents on file, reducing no-shows and front-desk workload
  • Multi-language enabled, HIPAA-compliant, and supported by a full audit trail.

How AI Intake works

1

Custom digital intake forms

Create specialty-specific forms with dynamic logic so patients complete only what is relevant before they arrive.

2

Real-time eligibility verification

Run automated insurance and benefits checks in the background, then surface only exceptions that need staff attention.

3

Smart scheduling workflows

Match patients to the right provider, location, and visit type using availability, urgency, and payer constraints.

4

EMR-ready chart preparation

Capture demographics, consents, documents, and visit reason in structured fields so front desk teams can check in faster.

The impact

Keep check-in moving and staff focused on care.

15 minutes
saved per patient
40%
reduction in front desk work
95%
intake completed before the encounter
4.7/5
average patient rating

See how Precision Eye Care streamlined intake and saved 25 hours each week with Beam’s AI Intake.

Read Case Study

A single, integrated AI layer that works with your existing systems

Beam Health frees clinicians to focus on what matters most: delivering excellent patient care.

Icon for Reduce EMR time & administrative burden

Reduce EMR time &
administrative burden

Beam's AI-powered workflows cut documentation, billing, and intake time by up to 99%, freeing clinicians from tedious data entry.

Icon for Integrate across fragmented systems

Integrate across
fragmented systems

Unlike clunky point solutions, Beam embeds directly into existing clinical systems, creating a unified, effortless data flow.

Icon for Restore focus to patient care

Restore focus
to patient care

By eliminating administrative overhead, Beam empowers clinicians to spend more meaningful time with patients.

Available as a full platform or individual modules

Whether you're ready to streamline everything or start small, Beam's AI agents work together—or separately—to meet your clinic's specific needs.

Beam Health proudly partners with these leading EMR systems

Nextech EMR
Canvas EMR
Chartpath EMR
Healthie EMR
PointClickCare
Athena Health
Learn how we integrate with your system
Book Demo →

FAQs

Ready to modernize intake?

See how AI Intake fits into your clinic’s workflow.