Patient intakereimagined

Tessara's clinical team was spending 45 minutes per new patient on intake — symptom history, medication list, insurance pre-verification — all before the first appointment. At 30 new patients per week, this consumed the equivalent of two full-time staff members doing nothing but paperwork. The process also felt impersonal: patients had already submitted forms online, yet staff was re-asking the same questions on the phone. Scaling meant either hiring more coordinators or accepting the bottleneck indefinitely.

We built a custom Claude-powered intake assistant that conducts a structured, clinically accurate pre-visit conversation — symptom history, medication list, reason for visit — and outputs a validated structured summary that integrates directly into their EHR. A parallel automation handles insurance pre-verification and sends personalized appointment confirmations with preparation instructions specific to the visit type. The assistant is trained on Tessara's specific protocols; flagged edge cases route immediately to staff with full conversation context.