Calls and intake
Answer calls around the clock, receive digital faxes, and collect forms or mobile check-ins.
Your clinic’s workflow, clearly laid out
See how IntakeBella brings intake, follow-up, scheduling and billing into one connected workflow for your clinic.
Workflow
One workflow. Five clear stages.
Every intake follows the same path, with your team’s rules guiding what happens next.
- 01
Intake
Receive calls, faxes, forms and connected records.
The request is captured.
- 02
Analyze
Read the information, identify its purpose and flag missing details.
Your team has the context.
- 03
Assign
Route the request to the right person using your clinic’s rules.
The next owner is clear.
- 04
Organize
Keep documents, notes and activity together in the patient case.
Information stays together.
- 05
Workflow
Start the follow-up, task, notification or escalation the case needs.
The next step moves forward.
Capabilities
What your front desk can handle.
Triage and follow-up
Identify the reason for contact, flag urgent requests, and route work using specialty-specific rules.
Coverage and authorizations
Check eligibility, copays and deductibles, and prepare the information needed for prior authorization.
Scheduling and billing
Connect supported scheduling and patient-record workflows, prepare claims, and support patient payments.
Specialty packs
Five pre-configured outpatient specialty packs.
Workflows shaped around the calls, paperwork and follow-up each specialty handles.
Dermatology
Surgical & Cosmetic
- Clinic needs
- Biopsy status calls, biologic prior authorizations (Dupixent, Skyrizi), cosmetic vs. medical triage.
- Workflow
- Biologic 278 prior auth packets, automated pathology release, cosmetic cash deposits separated from medical insurance.
- Practice software
- ModMed EMA · Nextech · AdvancedMD · AthenaHealth
Medspas & Day Spas
Cash-Pay & Aesthetics
- Clinic needs
- Off-hours booking lost to voicemail, high no-show rates on injectable appointments, aesthetic treatment consents.
- Workflow
- 24/7 conversational voice booking, card-on-file deposit authorization, digital intake questionnaires, cancellation policy enforcement.
- Practice software
- Boulevard · Jane App · Aesthetic Record · Vagaro
Dental & Ortho
Restorative & Hygiene
- Clinic needs
- Hygiene recall drop-off, emergency toothache calls during clinical procedures, dual medical + dental insurance confusion.
- Workflow
- Emergency toothache triage, automated hygiene recall rescue, split dental (CDT) and medical (CPT) benefit verification.
- Practice software
- Dentrix · Eaglesoft · Open Dental · Curve Dental
Chiropractic & PT
Musculoskeletal & PI
- Clinic needs
- High visit frequency, complex personal injury (PI) / auto-accident paperwork, attorney lien records.
- Workflow
- Auto-accident & workers' comp specialized intake pack, automated care plan recurring visit booking, lien balance tracking.
- Practice software
- ChiroTouch · Jane App · Genesis · Platinum System
Pediatrics
Primary Care & Sick
- Clinic needs
- High-volume morning sick-visit calls, immunization registry compliance, legal guardian consent verifications.
- Workflow
- Rapid sick-visit triage, parent/guardian proxy consent capture, immunization record upload, sibling multi-booking.
- Practice software
- Office Practicum · PCC · AthenaHealth · eClinicalWorks
Phone reception, intake routing, coverage checks and supported scheduling connections are shared across the specialty packs. Your clinic’s software and connection requirements are reviewed during assessment.
Costs
A flat rate for your clinic.
Compare your current costs with one monthly rate per location.
Example monthly costs
- Two front-desk staff
- $7,800
- Billing agency
- $3,500
- Answering service
- $650
- Intake software
- $450
- Example total
- $12,400
Illustrative costs, not a quote for your clinic. Your staffing and service costs may differ.
IntakeBella
$2,850 / month
Per clinic location
One-time activation: $2,850
Difference in this example
$9,550 / month$114,600 / year
No billing percentage, per-claim surcharge or per-user license fee.
Security
Protecting your clinic’s information.
Business associate agreement
Review the BAA and your clinic’s data-handling requirements as part of setup.
Protected records
Encryption protects information in storage and in transit. Access follows your clinic’s roles and permissions.
Connected phone service
Review number forwarding, phone setup and the systems your team uses before activation.
Start with your clinic’s workflow.
Share how your team works today so we can review fit and setup requirements.