The most comprehensive suite of revenue-optimizing services for professional practices. Built to scale with solo practitioners and multi-location firms through custom SOPs.
Every inbound call answered, qualified, and routed. AI screens and scores, then our trained specialists handle scheduling, objections, and complex scenarios in real time.
Real-time appointment booking directly into your practice management or case management system. No double-bookings, no missed slots.
Eligibility checks and benefit verification completed before the patient arrives. Reduce day-of surprises and improve collections.
Automated and human follow-up sequences to re-engage, reduce no-shows, and keep patients and clients in the pipeline.
AI-powered screening and scoring of every lead. Route high-intent prospects to your team, nurture the rest automatically.
Never miss a call again — even at midnight. AI + human teams cover nights, weekends, and holidays seamlessly.
Data entry, document processing, and administrative tasks handled accurately — so your team focuses on patients and clients.
We don't just handle your calls—we manage your reputation and revenue cycle through custom-built Standard Operating Procedures (SOPs).
Track every touchpoint across the patient or client journey.
See breakdowns for calls, forms, SMS and more.
Stop guessing. Know exactly what works and double down.
Automate review requests, route negative feedback privately, and build your online reputation systematically.
Trigger review requests post-appointment across Google, Yelp, and industry-specific platforms.
Happy patients → public review. Unhappy patients → private feedback form for internal resolution.
AI + human analysis identifies satisfaction trends and flags issues before they become public complaints.
Book a personalized walkthrough and learn how IntakeOS can optimize your operations.
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