# The clipboard becomes a typed patient record before the visit.

You collect patient information before the appointment by putting a conversational agent in front of intake. It asks what your registration form asks, one question at a time, keeps asking until the required fields are filled, and posts a typed record to your system before the patient arrives.

## The process this page is about

Not "AI for healthcare". One process, the one every practice already runs badly: getting a complete, accurate registration out of a patient before they are sitting in your waiting room with a pen.

- **Who starts it**: A patient at home, on a phone, usually the evening before, often having put the whole thing off for months.
- **What it costs today**: A portal login nobody completes, a clipboard filled in under time pressure, and a front desk re-typing it into the record while the waiting room backs up.
- **What it has to produce**: A complete registration: demographics, contact that reminders will actually reach, insurance as printed, medicines, allergies, and the reason for the visit in the patient’s own words.
- **of patients would rather complete intake digitally before the visit than on arrival**: 74% (source: Interlace Health)

## What it asks, and what it never asks

You name the fields your registration form already has. It does the asking, in whatever order the conversation goes, and it keeps asking until the required ones are filled.

| Field | Type | Required | Why |
|---|---|---|---|
| full_name | text | yes | Identity on the record |
| date_of_birth | date | yes | Matches the patient to the right chart |
| phone | phone | yes | The number reminders go to, which is where no-shows start |
| reason_for_visit | text | yes | In their words, so the provider reads what was actually said |
| how_long | text | no | Duration as the patient describes it, never as a finding |
| insurance_plan | text | yes | Eligibility verified by a person, never confirmed here |
| member_id | text | no | As printed. Never a full card number |
| current_medications | text | no | Recorded as described, even "a small white one" |
| medication_allergies | text | no | The field a paper form loses most often |
| history_notes | text | no | One open question, and never pushed |

### And what it will not do

- It never diagnoses, never suggests what something might be, and never says whether a symptom is serious, urgent or nothing to worry about.
- It never gives medical or self-care advice, and never tells anyone to take, stop, change or delay a medicine.
- It never interprets a result, a scan or a reading.
- It never confirms that a plan is accepted or that anything is covered, and never quotes a copay or an estimate.
- It asks for the minimum the task needs. No full social security number, no full card number, and no clinical detail the question did not call for.
- It records what a patient said as their words, never as a finding. "Says the pain is in the lower back", never "has lower back pain".

## Try the run yourself

Six things a front desk actually handles, each running its own agent with its own fields. Pick one and answer it the way a real patient would, vaguely and out of order, and watch it ask the follow up instead of accepting the blank.

- [Registering as a new patient](https://joina.chat/l/fw-register): Conversation page. The clipboard, done the night before.
- [I need to be seen today](https://joina.chat/l/fw-today): Chat widget. Say chest pain and watch it stop and send you to emergency services.
- [Do you take my plan](https://joina.chat/l/fw-insurance): Conversation page. Push it for a yes on cover. It will not give you one.
- [I need a repeat](https://joina.chat/l/fw-refill): Conversation page. Describe the tablet instead of naming it.
- [It has been years](https://joina.chat/l/fw-checkup): Conversation page. Recall, with no lecture in it.
- [I missed my appointment](https://joina.chat/l/fw-missed): Conversation page. Ask about the no-show fee it does not have.

## Frequently asked questions

**How do I collect patient information before the appointment?**

Name the fields your registration form already has, then send the patient a link after they book. The agent runs the conversation, keeps asking until the required fields are filled, and posts a typed record to your practice system through a webhook, Zapier or Make. There is no portal account for the patient to create, which is the step most pre-registration loses people at.

**Is it HIPAA compliant?**

Gnosari collects the information you define and stores it against your account. Whether a given deployment meets your obligations depends on what you choose to collect and where you route it, so treat the field list as the compliance decision it is. The agents are built to collect the minimum the task needs: no full social security numbers, no card numbers, and no clinical detail the question did not call for. If you need a Business Associate Agreement in place, talk to us before you go live rather than after.

**Will it give medical advice or triage patients?**

No. It never diagnoses, never suggests what something might be, and never says whether a symptom is serious. The same-day agent runs one list, and it is a hard stop rather than a clinical judgement: chest pain, difficulty breathing, stroke signs, seizures, heavy bleeding, severe allergic reaction, thoughts of self harm. Anything on it ends the conversation with a clear instruction to contact the emergency services, and nothing else is collected.

**Can it tell a patient whether we take their insurance?**

Deliberately not. Eligibility is verified by a person against the payer, and a wrong reassurance in a chat becomes a denied claim or a surprise bill. The eligibility agent collects the payer, the plan, the member ID as printed, the group number, any secondary cover and whether the plan changed recently, then reads it back digit by digit and tells the patient the billing team confirms.

**Does it work with Epic or Athenahealth?**

Through a webhook, yes. Gnosari posts a signed JSON payload the moment a registration is complete, and Zapier or Make routes it into your system. There is no Gnosari app to install on either side, and nothing to configure inside the EHR.

## Five minutes from now your intake could be finishing itself.

Build the agent, text it to the next patient who books, and watch the first complete registration arrive. Free to start, no card.

Full page: https://gnosari.com/for/healthcare