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Intake Automation
AI assistant Annie handles patient calls 24/7, collects demographics and insurance info through natural conversation, auto-fills intake forms, and syncs data directly to EHR.
What is Intake Automation?
AI assistant Annie handles patient calls 24/7, collects demographics and insurance info through natural conversation, auto-fills intake forms, and syncs data directly to EHR.
Product typePatient Engagement & Care
PricingCustom pricing based on practice size. · Free
Deployment
APINot available
What teams use Intake Automation for
Patient intake automation
Insurance verification
Prior authorization automation
Insurance discovery and monitoring
Patient pipeline management
Waitlist and cancellation management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
HIPAA
FIPS 140-2
AES-256 Encryption at Rest
TLS 1.3 in Transit
FIPS 140-2 Key Management Service
Automatic Key Rotation
Role-Based Access Control (RBAC)
Least-Privilege Access
Multi-Factor Authentication Enforced Internally
Quarterly Access Reviews
Immutable Audit Logs
Automated Anomaly Detection
Real-Time Security Alerts
Third-Party Penetration Testing
Automated Vulnerability Scanning
99.9% Uptime SLA
Multi-Region Infrastructure
Automated Failover
Daily Encrypted Backups
Point-in-Time Recovery
Annual Disaster Recovery Testing
Zero-Downtime Deployments
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
