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.
Learn about our other agents
See how Precision Eye Care streamlined intake and saved 25 hours each week with Beam's AI Intake.
Read Case StudyReplace disconnected systems with one AI workflow platform
See Beam in action with a personalized walkthrough.
During your demo, we'll:
- 1Review your current workflow and stack
- 2Show the exact Beam modules relevant to your practice
- 3Outline rollout, integration plan, and timeline
"Beam helps at almost every stage of the patient encounter. It has made workflows more efficient, staff happier, and patients experience shorter wait times."
Live in as little as 1 day for some setups
Beam Health — Built for specialty groups, multi-location practices, and MSOs looking to reduce admin overhead across the full patient journey.