Intake That Runs Itself
Elise collects patient forms, verifies coverage, and preps every chart before the visit, so your patients walk in ready and your teams never chase paperwork.
Elise collects patient forms, verifies coverage, and preps every chart before the visit, so your patients walk in ready and your teams never chase paperwork.
INTAKE FORM MANAGEMENT
One Place for Every Form
Upload your existing forms as PDFs and the data will automatically flow directly into your EHR with no manual entry required.
Customizable Form Builder
Upload existing forms as PDFs or build custom intake questionnaires, which are loaded directly into your EHR for seamless provider access.
Dynamic Workflows
Automatically send interactive pre-appointment questionnaires and follow-ups throughout a patient's care journey, saving clinician time.
Context Sharing Across Profiles
Previous responses are saved to reduce friction for returning patients, who get a patient-facing view of their care history through a single portal.
PRE-VISIT READINESS
Financial Clarity and Chart Prep, Fully Automated
Outreach, deductible calculation, and chart prep happen automatically, so nothing is left outstanding by the time the patient walks in.
Automated Outreach
Elise proactively reaches out to collect patient information, schedule appointments, and fill open slots from a waitlist, using a customizable checklist and cadence.
Financial Clarity, Built In
Coverage, deductibles, copays, and coverage limits are verified in real time so patients know what's covered and what they owe before they arrive.
Know Where to Look
Anything missing pre-appointment is flagged directly on the appointment as designated fields in the EHR, so staff know exactly what to focus on.
Ready for Patients to Arrive Fully Prepped?
See how EliseAI collects forms, verifies coverage, and gets every chart ready before the visit, without adding work for your team.