Patient Intake Form
New Patient Packet Online for a Practice. Collect history, consent and insurance details before the first visit and see what is missing. Free to clone.
Patient Intake Form is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Packet Guide. Its automations include Weekday missing items email, Complete packet provider note and Friday packet status report.
by @john
What you can do with Patient Intake Form
- 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 Form works
- Weekday missing items email: when Every weekday at 7 AM, then Find packets missing items and Find first visits in the next 3 days.
- Complete packet provider note: when a packet is set Complete, then Comment the summary.
- Friday packet status report: when Every Friday at 3 PM, then Find all packets and Write the weekly report.
Built with Taskade Genesis
- Category: Forms
- AI agents: Packet Guide
- Automations: Weekday missing items email, Complete packet provider note, Friday packet status report
- Workspace: 5 projects, 1 AI agent, 3 automations