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Patient Intake Forms

A patient intake form collects what a practice needs before care starts: who the patient is, why they are coming, and what the care team needs to know about their health. Each specialty adds questions of its own.

Patients answering intake questions with the AI Doctor avatar at clinic check-in kiosks

Patient intake, handled by the AI Doctor avatar

AI Doctor is a real-time AI healthcare assistant avatar for digital patient intake. It talks with each patient in their own language, strictly following the practice’s instructions.

Clinician reviewing a patient's intake answers from the AI Doctor avatar on a desktop screen
  • Intake before the visit. Patients answer online before they arrive, or at a kiosk when they check in.
  • Answers ready for the clinician. Clinicians see what the patient said before the visit starts.
  • Less workload at the front desk. Staff spend less time handing out forms and entering answers by hand.
  • Same questions, every patient. AI Doctor asks exactly what the practice’s form asks, in the same order.

The form becomes a natural conversation: patients answer by talking, in their own words. AI Doctor is an information and patient-assistance interface. It collects answers for the care team to review. It doesn’t diagnose, triage, or give treatment advice.

Popular intake forms

Go straight to a common form, or browse by specialty below.

Find an intake form

Start with your specialty: every form is grouped there, with its typical questions.

What a patient intake form covers

Most intake comes down to six parts:

Patient registration. Who the patient is and how to reach them, insurance details, and an emergency contact.

Medical history. Past and current conditions, surgeries, and family history.

Medications and allergies. What the patient takes and what they react to, which can change how treatment is done.

Reason for the visit. The injury or condition, what is hard to do, and the goals for care.

Screening questionnaires. Short standard question sets a specialty uses, such as an anxiety scale before dental care.

Before and after treatment. Consent before a procedure, and check-ins on recovery after it.

How AI patient intake works

  1. Hospital appointment booking questions in Genesis AI Avatar Studio, shown next to the AI Doctor avatar

    Set up your intake form

    Pick a ready-made form, or upload your own PDF or Word form.

  2. Three patients, one with a walking cane, talking to the AI Doctor avatar on white check-in kiosks

    Patient talks to AI Doctor

    Online or at a kiosk, by voice or text, in their own language.

  3. New patient intake in a records system, with personal details, reason for visit, medications, allergies and medical history checked

    Intake lands in your system

    The completed intake arrives in your system, in the order you set.

  4. Clinician reading an AI Doctor intake summary before the visit: recurring headaches, ibuprofen as needed, penicillin allergy

    Clinician comes prepared

    The clinician reviews the answers before the consultation.

Paper form, online form, or AI Doctor

Paper form

Effort for the patient
Write by hand
Languages
One per print
Follow-up questions
None
Accessibility
Needs reading and writing

Online form

Effort for the patient
Type into fields
Languages
One per translation
Follow-up questions
Fixed logic
Accessibility
Needs reading and typing

AI Doctor

Effort for the patient
Talk in their own words
Languages
The patient’s own language
Follow-up questions
Asks when an answer is unclear
Accessibility
Voice or text

Sovereign AI avatars:
intake answers stay under your control.

Patients share their health history, medicines, and allergies during intake. Choose how isolated AI Doctor runs: fully air-gapped, on your own servers, or in your private cloud.

  • Air-gapped

    No internet connection. No data leaves your network, not even to us.

  • On-premise

    Your own servers. Patient data stays on site.

  • Private cloud

    Your private cloud, or a sovereign cloud in your country or region.

AI avatars in healthcare: Virtual Hospital, Italy

Built with Virtual Hospital, Italy, a project led by cardiologist and AI researcher Dr. Marco Mazzanti. The avatar is the patient’s first point of contact: it runs the intake conversation and passes symptoms, risk factors, and medical history to a physician. Presented live on stage in Ancona, at the AI in Healthcare conference ahead of the G7 Health Summit.

“By embracing AI, we’re not just solving today’s challenges; we’re designing a healthcare system where accessibility, compassion, and precision are the new standards for everyone.”

Dr. Marco Mazzanti, Director of Artificial Intelligence Framework for Virtual Hospital model, Italy

Read the case study

AI Doctor avatar on a phone held up in a clinic

Patient intake: FAQ

New patient or follow-up form: what’s the difference?

A new patient form covers everything once: registration, health history, medicines, and the reason for the visit. A follow-up form asks only what changed since the last visit, such as contact details, health, or medicines.

What is AI Doctor?

It’s RAVATAR’s real-time AI healthcare assistant avatar. It asks intake questions as a conversation, so patients talk instead of filling in a form.

What does intake mean in medical terms?

In medical settings, intake is the first step before care: the practice collects the patient’s details and health information so the care team can prepare.

Does AI Doctor give medical advice?

No. It collects information for the care team. It doesn’t diagnose, triage, or recommend treatment.

What is the patient intake process?

The patient intake process is the steps from booking to the visit: the patient receives the forms, answers them online or at check-in, and the care team reviews the answers.

What’s the difference between an intake form and a consent form?

An intake form collects information about the patient and their health. A consent form records that the patient agreed to a procedure after it was explained. The consent discussion and the signature stay with the clinician.

How is intake different from registration?

Registration covers identity and contact details. Intake also covers health: history, medications, symptoms, and any screening questions the specialty needs.

How do practices get intake forms finished before the visit?

They send the forms when the visit is booked, ask only what that visit needs, and make them easy to finish on a phone. A reminder before the visit catches the ones left blank.

Set up your AI Doctor in Genesis AI Avatar Studio

Genesis AI Avatar Studio is where you set up, test, and publish AI avatars for your website, mobile app, or Holobox. No coding or technical skills needed.

  1. 01Choose the AI Doctor avatar.
  2. 02Add your practice’s FAQs and visit information.
  3. 03Talk to it, then publish it.
Setting up AI Doctor in Genesis AI Avatar Studio on a laptop