Patient Intake Desk
New patients fill one form, each request gets a tier by your rule and a target date, and the desk shows who waits past the target. Runs on sample rows with no sign-in. Put the link of your copy in Settings for the digest and alert emails.
Patient Intake Desk is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Coordinator. Its automations include New intake alert and Monday intake digest.
by @taskade
What you can do with Patient Intake Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Patient Intake Desk works
- New intake alert: when a new request arrives, then Read clinic settings and Email the urgent intake.
- Monday intake digest: when Every Monday at 8:00 in the clinic time zone, then Read clinic settings and Work out today in the clinic time zone.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Intake Coordinator
- Automations: New intake alert, Monday intake digest
- Workspace: 4 projects, 1 AI agent, 2 automations