Patient Intake with CallMyDoc™ AI Forms
Feature Preview for 2026 — A smarter, simpler, and fully integrated intake experience
Overview
CallMyDoc™ AI Forms is designed to transform patient intake into a seamless pre-visit workflow that improves accuracy, reduces staff workload, and prepares providers before the appointment begins.
The Intake Problem Practices Face
Traditional intake creates friction through paper clipboards, illegible handwriting, manual EHR entry, missing information, and patients confused by medical terminology.
What CallMyDoc AI Forms Is
AI Forms is a mobile-friendly digital intake system that sends forms to patients before their visit and delivers structured, chart-ready data directly into the EHR.
Designed to Work With Your EHR
AI Forms strengthens your existing EHR by managing intake outside the chart while returning clean, structured documentation without disrupting scheduling.
How the Workflow Is Intended to Work
Appointments are scheduled in the EHR, forms are automatically sent, patients complete them on any device, and providers review intake before seeing the patient.
Patient Experience
Patients open a secure link with no account required, receive plain-language explanations, use their preferred language, and scan ID and insurance.
AI Assistance That Reduces Errors
AI explains medical questions in simple language, guiding patients to accurate responses and reducing staff clarification and follow-up calls.
Smart Pre-Fill for Returning Patients
Key information is pre-filled safely, allowing patients to confirm updates instead of rewriting forms from scratch.
Real-Time Visibility for Staff
Staff can track intake status in real time—sent, opened, in progress, or completed—eliminating reminder calls and last-minute delays.
Review and Chart Integration
Completed forms are reviewed once and pushed into the EHR as structured documents, ensuring accuracy without accidental data overwrites.
Security Without Friction
Secure, expiring links, encrypted data, full audit trails, and HIPAA-compliant design ensure safety without burdening patients.
What Practices Are Expected to Gain
Shorter check-in times, fewer intake errors, reduced staff data entry, better prepared visits, and higher patient satisfaction.
Why CallMyDoc AI Forms
AI Forms turns intake into a quiet background process that happens before the visit—so appointments start on time and providers walk in prepared.
CallMyDoc™
Prescribed by doctors, for doctors.
CallMyDoc™ emerges as the leading AI communication suite transforming how healthcare practices handle patient access, scheduling, and after-hours care.
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