Patient Onboarding Agent
Faster digital intake. Cleaner data. A confirmed first visit that sticks.
Built on the Caregence platform, the Patient Onboarding Agent turns intake into a guided conversation that ends with a scheduled visit and the right caregiver. It connects to your EHR, CRM, and messaging tools, keeps PHI secure, and scales across locations with one playbook.
Why onboarding breaks down
Caregence blends predictive analytics, ambient intelligence, and automated decision systems into a single extensible platform. This platform helps healthcare organizations do more, without increasing headcount or complexity.
Repetitive forms and scattered portals slow the first touchpoint
Manual checks lead to errors and rework
Assignments miss real availability and patient preferences
Intake flows vary by region, so quality swings and costs rise
What the agent does
Simple patient
registration
A clean chat screen captures care needs, address, and lifestyle choices without long forms
Agentic AI
memory
Securely remembers patient context to personalize repeat interactions over time
Smart matching
engine
Ranks caregivers by skills, proximity, availability, language, and fit scores
Lifestyle
alignment
Filters for pet friendly, non-smoker, child friendly, errands support, and more
Real time
availability
Shows only caregivers who are actually open for new assignments.
Instant
scheduling
A clean chat screen captures care needs, address, and lifestyle choices without long forms
How it works on the Caregence platform
Conversational intake
Adaptive questions confirm details in real time and reduce drop-offs.
Caregiver matching
Applies skills, geography, availability, and preference rules to suggest best fit.
Scheduling and notifications
Confirms a slot, sends reminders, and captures confirmations.
Document parsing that works
Reads IDs, insurance cards, physician orders, and consent forms with field-level validation.
Session and state handling
Pauses and resumes securely across devices without losing context.
APIs to your systems
Pushes clean, structured data to EHR and CRM with full audit trails.
What you
can expect
Salient features
Enterprise-grade capabilities designed for modern healthcare operations
Connects EHR, CRM, scheduling, and messaging
HIPAA compliant with role-based access and audit logs
Patient identity verification with multi-factor options
Intake in multiple languages with plain English prompts
One-click export for payer packets and start-of-care kits
Built-in consent capture and versioned form templates
FAQs
Do patients need an app?
No. The agent works via secure web links and SMS or email.
Can we keep our current forms?
Yes. We can map your existing forms and standardize them into the guided flow.
How customizable is the matching?
Rules and weights are configurable by region, program, and payer.
What languages are supported?
Start with English and add languages as needed. Prompts and templates are configurable.
Ready to start care
sooner?
See how the Patient Onboarding Agent shortens intake and improves the first match.