The Intaker is designed to help organizations streamline initial patient onboarding, collect demographic details, and organize submitted insurance documents for staff review. Built as an administrative co-pilot in a human-in-the-loop environment, it improves operational consistency while keeping clinical teams in control of care pathways.
The Intaker is being developed for responsible phased implementation in human-supervised care environments.
The Sphere-UI gives Intaker™ a more human front end. Instead of presenting patients with cold forms or fragmented intake steps, the interface creates a guided digital conversation that feels structured, approachable, and operationally aligned.
Even when clinics move away from paper forms, traditional intakes are often conducted by clerical staff manually entering data into an EMR (like KIPU). This process creates structural bottlenecks, limits operational flexibility, and can constrain patient comfort.
Patients frequently drop off before their first session because manual administrative walls create overwhelming friction.
A patient may feel more comfortable sharing demographic or contact information in their preferred language or interface settings. Relying on a single available intake clerk can limit accessibility.
Verification of benefits (VOB) and explanations of benefits (EOB) are often delayed when card images are scattered across emails, scans, and physical paperwork.
It is designed to help clinics organize onboarding details, support more consistent eligibility workflows, and act as an operational co-pilot for front-office teams.
The Intaker leverages advanced API integrations to bypass the limitations of traditional clerical intake processes.
Powered by the Gemini API, The Intaker dynamically supports multiple languages, breaking down communication barriers without requiring specialized bilingual intake staff.
Patients can easily switch between male or female voice interactions. This provides a comfortable, customizable digital onboarding experience that accommodates patient preferences and needs.
The Intaker collects and organizes basic patient profile data—such as demographics, ID, and insurance cards. This acts as an administrative co-pilot, providing front-office staff with a structured profile to accelerate eligibility verification and onboarding workflows.
Flexible intake workflow support packages designed for growing care teams.
For smaller teams beginning to implement structured behavioral health intake workflows.
For growing clinics that need deeper workflow support and stronger visibility.
For larger programs, multi-site organizations, and custom deployment needs.
Note: Service pricing is determined upon first meeting assessment.
The Intaker is an AI-supported onboarding co-pilot and workflow assistance solution for behavioral health and related care settings. It helps collect basic patient demographics, secure photo IDs, and gather insurance cards, serving as an administrative co-pilot to streamline staff review, EOB/VOB eligibility checks, and workflow coordination under human supervision.
Sphere-UI is the patient-facing interface used to guide users through the intake experience. It gives The Intaker a more modern, structured, and interactive front end.
No. The Intaker functions strictly as an administrative co-pilot for onboarding data collection and workflow support. It does not conduct clinical screenings, ASAM level-of-care assessments, or treatment planning; these remain entirely with licensed clinicians and authorized human staff.
The Intaker is intended to assist front-office staff with structured onboarding collection (such as name, address, contact details, ID, and insurance cards) and workflow automation. It is designed to act as an assistant to speed up EOB/VOB verification, not to perform clinical diagnostics, ASAM scoring, or make care recommendations.
The Intaker is designed to support onboarding operations and workflow coordination. It does not perform clinical assessments, ASAM level-of-care placements, or diagnostic evaluations, and is not a substitute for licensed clinical care, diagnosis, or independent clinical judgment.