Describe your front desk in plain language and Taskade Genesis returns a live intake app in seconds: a form that asks only the questions that apply, a record for every person who fills it in, reminders that go out on schedule, and a follow-up list that never gets buried under the counter.
What is a patient intake prompt?
A patient intake prompt is a plain-language description of the front desk workflow you want to run. You say who is filling out the form, what you need to know before someone arrives, and what has to happen after they leave. Taskade Genesis reads that description and builds the working app around it: the form itself, the record structure it writes into, the schedule the reminders follow, and an AI agent that reads what comes back and flags what is still missing. No form builder to learn, no database to design, no vendor ticket to wait on.
To be plain about scope: these are intake and coordination workflows your practice controls. You decide what appears on the form, who on your team can see the answers, and how the records are handled. Nothing here gives clinical guidance or makes decisions about care.
Why Taskade Genesis for patient intake?
- One prompt, one live app. Most tools hand you a blank template and an afternoon of configuration. Taskade Genesis hands back a running app with the form, the record fields, and the views already wired together.
- Branching questions without logic tables. Write "ask for the referring office only when they answer yes to being referred" and the form behaves that way. The mechanics are covered in build a form with logic.
- Paper and photos become records. Front desks still receive faxed sheets, printed histories, and phone-camera photos of an insurance card. Taskade Genesis reads them into structured fields so nobody retypes a page. See document intake and file uploads.
- AI agents that act, not just display. Every app carries agents with built-in tools and persistent memory, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers. They chase blank fields, summarize the morning batch, and draft the reminder text before you ask.
- Multiple project views over one dataset. List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. The same intake records read as tomorrow's schedule, this week's backlog, and this quarter's volume report without a single export.
- 100+ bidirectional integrations. Triggers pull form submissions, calendar events, and inbox replies in; actions push confirmations, task assignments, and status updates back out.
Who is it for?
- Solo practitioners and two-person practices who still hand a clipboard to every new person and retype the answers afterwards.
- Front desk coordinators juggling a phone line, a waiting room, and a stack of forms that came back half finished.
- Practice managers who want to see intake volume, no-show rates, and paperwork status without asking three people for a spreadsheet.
- Clinic owners opening a second location who need the same intake process to run identically in both places.
- Allied health and wellness practices including dental, optometry, physical therapy, chiropractic, veterinary, and counselling, where the front desk workflow matters more than the software brand.
- Non-technical operators who want a working app today, not a canvas to configure for a month.
How it works
- Describe the intake you want. Write it the way you would explain it to a new hire: "a new patient form that asks the basics, branches on reason for visit, and lands in a table the front desk reviews each morning."
- Taskade Genesis builds the live app. Form, records, views, and an AI agent, all connected, in seconds.
- Clone a prompt from this page. Every prompt below opens a real running app. Try it in the embed, then clone it into your own workspace in about ten seconds.
- Connect the tools you already use. Wire in your calendar, your inbox, and your scheduling tool so submissions and appointments flow both ways. Automations run on paid plans.
- Share it with the team or with patients. Invite your staff, set who sees what, or publish a sign-in protected page. App sign-in and App Users are in beta and run on every plan. Put the page on your own branded domain on Business plans and above, from $25/mo billed annually.
Ready to give the front desk one place to work from? Start with a prompt on this page, or explore AI apps, AI agents, and automation workflows. See live apps other operators built in the Community Gallery, or go deeper in Learn.
