Demo progress
IntakeOS Medical

Experience IntakeOS from the patient's first inquiry to a booked consultation.

Follow a prospective patient through every step — from first contact to confirmed appointment — and see how your practice staff remains focused on high-intent patients throughout.

🕐
It is The clinic is currently closed. Your practice is closed. A prospective patient has just found your clinic and wants to speak with someone about a procedure.

No voicemail. No hold time. No callback delay.

This interactive demonstration uses fictional data and does not collect patient information.
Designed for HIPAA-compliant and Canadian privacy-aligned deployment.
Step 1 of 10

How does the patient contact the practice?

Select the inquiry channel to see how IntakeOS responds.

📞
Phone Call
After-hours call
Practice is closed
🌐
Website Form
Received after hours
Submitted online
Step 2 of 10

IntakeOS answers immediately.

The practice is closed. IntakeOS responds immediately — no voicemail, no hold music.

Incoming Call
Northstar Aesthetic Surgery
Practice Line
✓ Answered immediately
📞
IntakeOS — on behalf of Northstar Aesthetic Surgery
"Thank you for contacting Northstar Aesthetic Surgery. I'm here to help you with your consultation request. Could I start with your name?"
Emily Carter — Prospective Patient
"Hi, I'm Emily. I'm interested in booking a consultation."
Step 3 of 10 — Qualification

IntakeOS asks qualifying questions defined by this practice. Each practice configures its own criteria.

Question 1 of 4
Which procedure is Emily interested in?
Step 3 of 10 — Qualification
Question 2 of 4
What is Emily's preferred treatment timeline?
Step 3 of 10 — Qualification
Questions 3 & 4 of 4
Is Emily local to the practice?
Would Emily like financing information?
Step 4 of 10 — Qualification Result
✓ Suitable to proceed

Emily meets this practice's initial consultation criteria.

Based on the practice's configured intake criteria, Emily is suitable to proceed to consultation scheduling. No clinical eligibility determination has been made.

Patient Emily Carter
Procedure interest
Timeline
Location
Financing interest
Step 5 of 10 — Consultation Booking

Select a consultation time.

IntakeOS presents available slots directly from the practice calendar. Emily selects her preferred time.

Step 6 of 10 — Behind the Scenes

This is what IntakeOS handled automatically.

While your team was unavailable, IntakeOS completed the patient engagement, qualification, and booking workflow without interrupting practice staff.

Patient engaged immediately
Immediate engagement. No voicemail or callback delay.
Initial qualification completed
Practice-defined criteria applied.
Consultation slot selected and confirmed
Calendar updated. Appointment secured.
SMS confirmation sent to Emily
Appointment details delivered immediately.
Email confirmation sent to Emily
With appointment details and preparation information.
Practice staff notified
New booking alert sent to the practice team.
Pre-Consultation Brief prepared
Patient summary ready for the clinical team.
Staff not interrupted
The practice team was not interrupted during intake.
"This is the administrative work your staff did not have to perform."
Step 7 of 10 — Pre-Consultation Brief

Your team receives this before Emily arrives.

IntakeOS prepares a brief operational summary for the clinical team. No medical records are created or modified.

Patient
Emily Carter
Appointment
Tuesday — 2:30 PM
Procedure Interest
Breast Augmentation
Timeline
As soon as possible
Location
Local
Financing Interest
Yes
Patient Note
"Interested in natural results. Would like to discuss recovery time."

Booking confirmation
Immediately after booking
48-hour reminder
48 hours before consultation
Day-of reminder
Morning of consultation
Step 8 of 10 — No-Show Recovery
What if Emily does not attend her appointment?

IntakeOS follows up and attempts to recover the consultation. Not every no-show will rebook — but the process runs automatically without staff involvement.

Step 9 of 10 — Business Outcome

Your marketing generates the inquiry.
IntakeOS manages the path to a booked consultation.

✗ Without IntakeOS
Voicemail or delayed response
Staff callback queue
Repeated follow-up attempts
Unqualified consultations booked
Missed booking opportunities
Staff time consumed on intake
✓ With IntakeOS
Immediate patient engagement
Practice-defined qualification
Consultation booking
Confirmations and reminders
No-show follow-up
Staff focused on high-intent patients

Setup $0
Per verified attended consultation $150 USD
Monthly minimum — only if zero consultations attend in a calendar month $100 USD

No charge applies to an individual no-show. If one or more consultations are attended during a calendar month, no additional monthly minimum applies.

Step 10 of 10

See how IntakeOS could work for your practice.

Request a Practice Review. We will review your intake needs and respond by email within one business day.

This interactive demonstration uses fictional data and does not collect patient information.
IntakeOS Medical is operated by Arbitrage Claw — 1008275 B.C. Ltd., British Columbia, Canada.
Designed for HIPAA-compliant and Canadian privacy-aligned deployment.