Onboard / Activate
Conversational intake and eligibility check
A new patient answers a few friendly questions in chat and knows within minutes whether the program is right for them, instead of facing a long static form.
What it does
The first thing many telehealth programs put in front of a motivated patient is a static intake form. In one GLP-1 program the form runs to 22 questions, and many patients never finish it. Every abandoned intake is someone who had already decided to try. The agent replaces the form with a conversation: it asks one question at a time, explains why each one matters, checks eligibility and insurance coverage as the answers arrive, and routes eligible patients straight into enrollment while the intent is still warm.
How it works
- 1Trigger. a visitor opens the intake flow or taps "check if I'm eligible"; intake starts as a conversation in chat, in-app, or WhatsApp rather than rendering a questionnaire.
- 2Decision. the agent sequences questions from the validated clinical intake logic, skips branches that the patient's answers have already ruled out, runs eligibility and coverage checks the moment enough answers exist, and recalls anything it already knows about this patient so nothing is asked twice.
- 3Action. a question-by-question dialogue where mid-flow doubts get answered in place — medication worries, price, what happens next. Different conversation variants can be A/B-tested for completion, something a static form makes slow and expensive.
- 4Follow-through. a completed intake writes back as a structured record to the client's intake system; ineligible patients get a clear, kind explanation of why and what alternatives exist; patients who drift away mid-conversation are handed to the abandonment-recovery play.
Configuration
How the agent is wired for this use case.
- Messaging channel · run the intake as a question-by-question dialogue, answering mid-flow doubts in place.
- Claims system · run eligibility and insurance-coverage checks the moment enough answers exist.
- Patient-record system · write the completed intake back as a structured record.
- Knowledge base · sequence questions from the validated clinical intake logic and skip branches the answers have already ruled out.
What you need
The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.
Signals
intake_started, per-question answer events, intake_completed, plus the entry points (web, in-app, WhatsApp) where intake can begin.
Data
the clinical intake question logic and eligibility rules, insurance or coverage lookup where it applies, consent state, anything already known about the patient.
Guardrails
the agent stays inside the validated intake logic — no clinical advice beyond it; explicit consent before any follow-up contact; every eligibility decision logged for audit; conversation variants reviewed before they go live.
Metrics it moves
- intake-completionup, because a conversation that answers doubts in place loses far fewer patients than a static form.
- conversion-rateup, by carrying eligible patients from "am I eligible?" to enrollment in one continuous conversation.
Related use cases
See it on your own customer journey
Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.
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