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.
- Captures demographics, ID, and insurance information from AI calls or website widgets or forms
- 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
Custom digital intake
Create specialty-specific forms, AI Call automation, or interactive website chats with dynamic logic so patients complete only what is relevant before they arrive.
Real-time eligibility verification
Run automated insurance and benefits checks in the background, then surface only exceptions that need staff attention.
Smart scheduling workflows
Match patients to the right provider, location, and visit type using availability, urgency, and payer constraints.
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.
Catch insurance problems before the visit — not after the denial
AI Intake watches your upcoming schedule the way a biller wishes they could. It flags COB conflicts and missing prior authorizations days ahead, then works the payer directly to get them resolved — so claims go out clean the first time.
- Continuously scans upcoming appointments for coordination-of-benefits conflicts, missing prior authorizations, and inactive coverage
- Proactively submits COB questionnaires, prior-auth requests, and payer paperwork — before the patient walks in
- Follows up with payers automatically until every flagged visit is cleared
- Turns every scan into analytics: which payers, plans, and visit types drive denials — so you can fix them upstream
Learn about our other agents
See how Precision Eye Care streamlined intake and saved 25 hours each week with Beam's AI Intake.
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