Health & Medical

New Patient Intake chatbot template

Collect new-patient details before the first visit so the appointment is quick and smooth.

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What it asks

6 questions across the full flow

The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.

Books directly from your calendar

Visitors pick a slot from your real availability inside the chat. No double-bookings.

Every answer becomes a lead

Finished conversations are saved in your CRM with full history attached, exportable to CSV.

Edit every question and option

Open it in the builder and change anything — no if/else logic, no canvas, no code.

Chat preview — visitor side

Exactly what a visitor sees

Hi! Welcome — let's get a few details so your first visit is quick and smooth.
How did you hear about us?
Doctor referralSearchFriend or familyInsurance directory+1
What brings you in?
Do you have insurance?
YesNoNot sure
Best phone number?

Full flow

Every question in the New Patient Intake flow

This is the real template you get — open it in the builder, edit anything, and it becomes your own.

1

How did you hear about us?

Choice
Doctor referralSearchFriend or familyInsurance directoryOther
2

What brings you in?

Text
3

Do you have insurance?

Choice
YesNoNot sure
4

Best phone number?

Phone
5

Best email?

Email
6

Pick a time for your intake visit.

Booking

6 chatbot templates for Health & Medical

3 ready-made flows you can open, edit, and publish.

View all Health & Medical templates

FAQ

New Patient Intake template — questions answered

What does the New Patient Intake chatbot template do?+

Collect new-patient details before the first visit so the appointment is quick and smooth.

Does the New Patient Intake chatbot capture leads?+

Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.

Can visitors book a time without talking to anyone?+

Yes — the flow ends with a Meeting step that opens your real availability right inside the chat. Your working hours, time zone, and blocked dates are set once, so double-bookings are impossible.

Can I edit the questions in the New Patient Intake template?+

Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.

How do I publish the New Patient Intake chatbot?+

Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

Start my free trial

14 days free · No credit card needed