Qualify and verify every incoming request before it reaches your calendar with an AI Intake & Eligibility Agent built on Taskade Genesis — built for a clinic, practice, or services operator who has to check insurance, confirm eligibility, or screen for fit before booking. It collects and checks the details you define, then routes each request to the right place, so the wrong appointments never make it onto your schedule. No front-desk receptionist required.
What You Can Build
- Screened intake queue: Every request lands pre-qualified against your own rules — insurance fields, eligibility questions, fit criteria.
- See every request your way: Track new, verified, and routed intakes on a board, or line up confirmed bookings on a calendar.
- A reviewer that does the work: An AI agent reads each submission, flags missing details, and checks the answers against the criteria you set.
- Hands-off routing: Automations move qualified requests to the right team and notify you, across 100+ two-way integrations.
- Your own front door: Share an intake link, put it on your custom domain, and let people sign in.
How To Use
- Clone the app and describe what you want in plain words.
- Taskade Genesis builds the connected projects that hold your intake questions and verified records.
- Add an AI agent to screen submissions, then an automation to route each one.
- Share the link, put it on your own domain, or list it in the Community Gallery.
Ready to qualify requests without a receptionist? Browse the Community Gallery or browse more apps.
