Set up now.
Guided workflow setup.
Connect intake sources, set routing rules, and choose how payment workflows should be handled.
Connect your intake sources.
Voice, fax, forms, API, MCP, and EHR can connect through the IntakeBella platform. Your patients and partners send intake the way they already do. Connected sources feed into a shared workflow.
Voice — (555) 234-5678
Fax — (555) 234-5678
Forms — intakebella.com/form/riverside
Data — API, Webhooks & EHR
Dr. Chen
Lab Results, Referrals
Billing Dept
Insurance, Claims
Front Desk
General, Appointments
Dr. Park
Prescriptions, Pharmacy
Tell us who gets what.
Add the people on your team — doctors, departments, billing, front desk. Give each person a few keywords or department names so IntakeBella knows who gets which intake. Takes about a minute per person.
Your team gets a cleaner queue.
Incoming work is analyzed, organized, and routed based on your setup. Urgent items can be flagged. Activity is tracked and searchable.
Intake arrives
Fax from +1 (555) 234-5678
Analyzed and assigned
Lab Results — Urgent
Delivered to Dr. Chen's inbox
What happens when an intake arrives.
An intake arrives by fax, phone, or form and a structured record is created.
IntakeBella reads it, extracts key data, classifies the type, and checks for urgency.
Work is routed toward the right person or queue based on your rules.
Stored, indexed, compliance-tagged, and linked to the patient file.
Notifications, EHR pushes, prior auth prep, and escalation support happen as configured.
An intake arrives by fax, phone, or form and a structured record is created.
IntakeBella reads it, extracts key data, classifies the type, and checks for urgency.
Work is routed toward the right person or queue based on your rules.
Stored, indexed, compliance-tagged, and linked to the patient file.
Notifications, EHR pushes, prior auth prep, and escalation support happen as configured.
Questions?
We've got answers.
Many intake items can be processed quickly once sources are connected and routing rules are configured.
In many cases, yes. Setup depends on how your current phone and fax routing are configured.
You get a notification so your team can review and route it manually.
Intake data is encrypted, and retention is managed for healthcare workflows.
Yes. Outbound faxing is available from the dashboard.
IntakeBella supports voice intake. Inbound calls can be answered, summarized, and turned into intake records. Outbound follow-up calls are also supported.
Yes. You can create intake forms, share a link, and let patients complete them in a guided experience by text or voice.
Yes. Voice, fax, forms, API, MCP, and EHR-connected intake can feed into the same dashboard and workflow structure.
IntakeBella Pro is $997/month for intake workflow support. Teams is $2,997/month and adds billing workflow support, PA submission and tracking, EMR/EHR integration, API access, and 5 users. Enterprise is $9,997/month and adds multi-location support, custom integrations, dedicated onboarding, and priority support. See pricing for details.
No. If you can fill out a form, you can set up IntakeBella.
Referrals, lab results, prescriptions, insurance claims, and 8 more document types.