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Patients Arrive Pre-Registered. Charts Pre-Loaded.

AI intake forms sent before the visit — data flows straight into your EHR, no clipboard needed.

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.

"Patient intake used to take 15 minutes of staff time per call. Now CallMyDoc captures the information automatically and it's in the chart before the patient arrives."

Operations Manager, Large Multi-Site Physician Group

Result: 34,492 calls/month with automated intake across 1,354 dashboards

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.

See Real Results from Practices Like Yours

Large Multi-Site Group
34,492 calls with automated intake →