Long intake calls
New patient calls pull the front desk into repetitive questions when the team should be checking in patients.
Clincy calls new patients, collects insurance and health history, and writes everything back into your practice management system so your front desk stops chasing forms.
Active intake call
Appointment
New Patient Exam
Status
Intake in progress
Call time
08:42
Clincy
Can I confirm your allergy history before your visit?
Patient
Yes, penicillin allergy. No latex allergy.
Clincy
Got it. I will add that to your intake summary.
Ready for clinical review
The intake bottleneck
New patient calls often turn into long intake conversations. Forms go unfinished. Patients arrive without insurance or health history completed. The front desk gets pulled away from check-ins, callbacks, and patient care.
New patient calls pull the front desk into repetitive questions when the team should be checking in patients.
Insurance, medications, allergies, and consent often arrive half finished or not at all.
Missing intake details slow down check-in and leave the clinical team starting cold.
Features
Clincy collects the same details your team chases manually, then turns them into clean structured intake data.
Clincy speaks with new patients naturally and collects the information your team needs before the visit.
Collect carrier, subscriber details, date of birth, address, phone, email, and preferred contact method.
Ask the required clinical intake questions before the patient arrives, so missing information does not slow down the appointment.
If it is not a good time, Clincy can schedule a better time and call the patient back.
Support patients in English and Spanish, with more languages later.
Captured fields are structured and pushed back into the practice management system.
How it works
A focused workflow that starts when a new patient appears on the schedule and ends before they walk in.
The patient books online or the front desk adds them to the schedule.
The AI calls the patient or lets them schedule a convenient intake call.
Clincy collects demographics, insurance, medical history, allergies, and visit concerns.
The structured intake summary is written back before the patient arrives.
Integrations
Initial MVP focuses on Open Dental, with other PMS integrations planned around the same structured intake workflow.
Open Dental Writeback
Synced12 fields mapped
Intake Queue
Synced8 ready today
Exceptions
Synced2 need review
Comparison
Clincy Voice is narrow on purpose: complete new-patient intake before the appointment starts.
| Workflow | Clincy Voice | Paper / PDF Forms | Front Desk Calls | Generic AI Receptionists |
|---|---|---|---|---|
| Completes intake by voice | Yes | No | Partial | Partial |
| Captures insurance details | Yes | Partial | Yes | Partial |
| Captures health history | Yes | Partial | Yes | No |
| Schedules callback if patient is busy | Yes | No | Manual | Partial |
| Writes structured data to PMS | Yes | No | Manual | Rarely |
| Dental-specific workflow | Yes | No | Yes | No |
| Reduces front desk call time | Yes | No | Partial | Partial |
Pricing
Start with a focused pilot built around new-patient intake and Open Dental sync.
Custom pricing for multi-location groups.
FAQ
Let Clincy collect the information before the patient walks in.