Enterprise-grade AI that automates intake, capturing, and structuring patient data before the visit.
Cut admin clutter. Fewer clicks, calls, and keystrokes—more time for care.
Standardize locations. Keep forms, consents, and insurance data uniformity everywhere.
Stay audits ready. Build compliant records that sync seamlessly with your EHR and PMS.
Governance line: ARMS manages all agent's, logged actions are explainable, and escalated for human review when risk or uncertainty arises.
Connects to
EHR and clinical records for appointments and context.
Practice management and billing systems.
Patient portals, digital forms, and scheduling tools for pre-visit intake.
Fax-to-document workflows and document repositories.
Eligibility and RCM tools to align intake with revenue-cycle processes.
Writes back
Structured intake data (demographics, histories, questionnaires) into EHR and PM.
Insurance details, eligibility notes, and coverage flags.
Intake status, completion flags, and alerts on missing or updated information.
Notes and follow-up tasks to ensure staff are not duplicating documents across systems.
Faster intake
Capture key details before arrival to speed up check‑in and cut front‑desk delays.
Cleaner records
Enjoy fewer duplicates, missing fields, and billing or clinical corrections.
Less burnout
Empower staff to fix exceptions, not re‑enter data, so clinicians get clarity, not handwriting.
Better first impression
Patients complete intake on their own device, with less repetition and no surprises.
Complete audit trails for every interaction and update.
Transparent logs linked to models, rules, and confidence levels.
Built-in guardrails that align automation with your policies and oversight.
Role-based access designed around your security and privacy standards.
See ARMS and reporting →
Pinpoint the problem area
Start with one or two high-volume clinics where intake delays or incomplete records hit hardest.
Connect and configure
Link your EHR, portals, fax queues, and RCM systems. Set clear rules for what’s automated—and what stays human-reviewed.
Pilot, learn, and scale
Test in real-world conditions, review performance with your team, then expand confidently across more sites and workflows.
Questions teams ask before they turn PA agentic



