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Concierge

Your intake form collects checkboxes. A conversation captures the patient story.

Perspective replaces your patient intake forms with an AI conversation that captures symptoms, history, medications, and urgency — so your clinical team is prepared before the patient walks in.

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Your intake form collects checkboxes. A conversation captures the patient story.

Patients prefer it

~90% completion rate vs ~46% for static forms. No more half-finished paper forms or illegible handwriting.

Structured + deep

Captures the EHR fields your system needs, plus the symptom story your clinicians need — in one conversation.

Available 24/7

Patients complete intake on their own time, from any device. No more waiting for callbacks during business hours.

From Form to Conversation

A conversation captures what a clipboard never could

  • Your form gets a “reason for visit” dropdown. Your concierge learns when it started, what makes it worse, and what’s been tried.
  • Follow-ups adapt to every answer — chest pain conversations look nothing like a routine check-up
  • Patients share more because it feels like talking to intake staff, not filling out paperwork
  • The result: structured data your EHR can act on, plus the clinical context that prepares your team
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what brings you in today.
Intake
✓
Complete
yourpractice.com/new-patient
New Patient Registration
Patient name *
First and last name
Date of birth *
MM/DD/YYYY
Reason for visit *
Select reason...
Medical history
List any conditions, medications, allergies...
Submit Registration

Stop Front-Desk Burden

This form is costing you front-desk hours

  • Patients leave fields blank, check the wrong boxes, or scribble illegible notes
  • Your front desk spends the morning deciphering paperwork and chasing missing information
  • Phone screening is expensive, slow, and limited to business hours — patients wait days for callbacks
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Care

When clinicians know more, every visit starts ready

  • Every patient arrives in your EHR with symptoms, history, medications, allergies, and urgency — before they walk in
  • Clinicians decide where to start, what to investigate, and how urgent the visit is — based on the patient’s story, not blank fields
  • Urgent cases get flagged for triage; routine visits arrive with full context
Popular Features
→ Browse healthcare templates→ Inside the Concierge agent
Client reaches outVisits your website or books online
Concierge screensConcerns, history, fit
92
Intake complete & routedReady for first appointment
Under 2 minutes, start to EHR

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your patient intake page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for capture patient history

Customize in minutes. Deploy when you're ready.

Can you tell me about any medications you're currently taking*?

O

Capture Patient History

Replace paper forms and phone screening with adaptive conversations that capture history, urgency, and care needs before the first appointment.

Used 1,600+ times

Use Template

What skin concerns are you hoping to address?

N

Esthetician & Cosmetology Intake

Capture goals, past experiences, and expectations before the first visit. Your provider walks in ready to address concerns, set expectations, and close the consultation.

Used 1,300+ times

Use Template

What brings you to therapy at this point in your life?

H

Screen Therapy Clients

Screen new clients, capture presenting concerns, and identify fit before the first session — automatically, at any hour.

Used 1,400+ times

Use Template