Reduce time spent on manual intake by 80%+

Replace static intake forms and manual phone screening with adaptive AI-powered conversations, available 24/7.

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A patient chat and an incoming call flowing through Concurrence into a booked new-patient evaluation routed to the right provider, with intake written to the EHR

Outcomes

Reduce staff time spent on manual intake by 80%+

Capture richer clinical context than static forms

Process patients 24/7, not just during business hours

Catch high-acuity patients sooner

How it works

Patient starting intake across phone, SMS, chat, and portal channels

Pick up calls and messages instantly on any channel

Patients can reach out via phone, SMS, chat, or patient portal to start the intake process at any time.

Features

Clinical intake record capturing symptoms, history, and medications

Full clinical data capture

Collect symptoms, medical history, medications, allergies, social determinants, and lifestyle factors in a single interaction.

Branching intake flow adapting to patient answers

Adaptive intake

The conversation dynamically adjusts based on patient responses to capture the most relevant clinical information for each case.

Patient matched to the right provider and care pathway

Clinical triage

Route patients to the right provider and care pathway based on clinical fit and appointment type.

Complex case escalated to staff with full context

Intelligent escalation

Route complex or sensitive scheduling requests to staff with full context.

Patient history cards recalled from prior interactions

Full conversation memory

Every prior interaction is remembered and informs future conversations.

Safety guardrails governing each clinical interaction

Clinical safety guardrails

Every interaction is governed by safety protocols validated through Concurrence's Digital Residency program.

Natural patient conversation with real-time responses

Natural conversation

Answer patient questions, address concerns, and dynamically adapt responses in real time.

Intake data written back to the EHR automatically

EHR write-back

All bookings, changes, and cancellations are documented automatically.

Bidirectional EHR integration.

FHIR / HL7SMART on FHIR

We enable read and write integrations with leading EHR and care delivery platforms using industry standard HL7v2 and FHIR interfaces. Based on your team’s use cases, we will scope out the correct integration mechanisms and endpoints. Our team brings knowledge from building 100+ health system vendor integrations.

Epic
Oracle Cerner
athenahealth
AdvancedMD
ModMed
Elation
DrChrono
CharmHealth
Veradigm
Healthie
Canvas Medical
MEDITECH
Qualifacts
Epic
Oracle Cerner
athenahealth
AdvancedMD
ModMed
Elation
DrChrono
CharmHealth
Veradigm
Healthie
Canvas Medical
MEDITECH
Qualifacts

Pairs with the rest of your AI workforce

Each Concurrence solution shares the same patient context and clinical guardrails, so the value compounds as you add more workflows.

Security for critical operations.

HITRUST e1

SOC 2 Type II

HIPAA

PIPEDA & PHIPA

GDPR

Explore security

Ready to streamline intake?