Every lead, one workflow, zero lost patients.

Turn more referrals and inquiries into new clients with one intake workflow that replaces disconnected tools and lowers software costs.

Intake
New Referral2
Documents Pending2
Insurance Verification2
Scheduling1
Reading the referral
Ellis Bennett
ABA Therapy
Primary Care Physician
PendingScheduled0/3
Tatiana Guillermo
Service requested
ABA Therapy
Referral source
Dr. Nguyen, Pediatrics
Caregiver
Annamarie Bennett, Mother
Insurance card
Medical records
Signed consent form
Referral letter
Diagnosis recordsMissing
Prior authorizationTracked
PayerBCBS of Texas
Member IDMEM755357
PlanPPO, Group 48210
CoverageActive, 90 visits/yr
Patient record created, MRN 004821.
Admit
Admitted
EB
ALEB
Ellis Bennett
Thu 11:00 · 2h
Direct therapy · in home
Requirements5 of 5 complete
InsuranceBCBS of Texas
Prior AuthorizationApproved
Service RequestedABA Therapy
Referral SourceDr. Nguyen, Pediatrics
CaregiverAnnamarie Bennett
ClinicianAlex Lin, BCBA
Authorization20 hrs/week
First SessionThu 11:00 · 2h
InsuranceBCBS of Texas
ServiceABA Therapy
CaregiverAnnamarie Bennett
ToAnnamarie Bennett (caregiver)
SubjectDiagnostic Report for Ellis
Send
Sent
Diagnostic report.pdf received
Admitting
Answering incoming call
+1-512-555-0148
Answered by Hipp AI
Hi, I need to get my daughter into speech therapy.
I can help. What's her name and date of birth?
Ellis Bennett, March 3rd, 2019.
Thanks. Which insurance should we check?
Blue Cross. I can text the card over.
Perfect. Who is her referring provider?

Order out of intake chaos, by agents that act rather than report

Save hours every week

No more manual document review or double data entry. Hipp Intake reads the paperwork and enters it for you.

Start care faster

Less time between first contact and the first session, because nothing sits waiting for a manual step in between.

Stay on top of it all

Every referral and lead gets tracked and moved forward automatically. Nothing goes missing or goes cold.

How Hipp Intake works

The Intake Agent handles everything from first contact to the start of care.

  1. Captures every lead and incoming referral

    Referrals, leads, and documents arrive from multiple channels and land in a single queue. No inbox, no spreadsheet.

  2. Collects intake forms

    Sends and tracks the paperwork so nothing shows up incomplete on day one.

  3. Checks eligibility in real time

    Checks eligibility against the payer before anyone books a session.

  4. Tracks prior authorization

    See authorizations in one place. Know what's submitted, what's pending, what's approved without chasing status.

  5. Schedules the first session

    Finds the right clinician by availability and specialty, and gets the first visit on the calendar.

12 hrs

Saved per FTE per week

38%

Faster from first contact to first session

3x

Fewer dropped referrals and follow-ups

Put Hipp Intake to work alongside your EHR.

You don’t have to wait for your EHR contract to end to improve intake. Part of the Hipp platform, Hipp Intake is also available as a standalone integration with your existing EHR to help turn more referrals and leads into new clients.

Get in touch
EB
New patient

FAQs

What types of intake workflows does Hipp Intake support?

A strong intake workflow covers referral capture, insurance verification, prior authorization, and intake form collection — ideally in one system rather than several stitched together. Hipp Intake handles all four for ABA, speech, OT, and other ambulatory specialties, configured to each payer's and each practice's specific requirements.

Does Hipp Intake replace our existing EHR or system of record?

Not every intake tool requires replacing what's already in place — some are built to layer on top of an existing system instead. Hipp Intake is built this way, so larger practices can start automating referral intake without a full platform switch.

Can Hipp Intake work across multiple specialties?

The main risk with multi-specialty intake is running separate tools per line of business, which fragments the data model. Hipp Intake runs on the same ambulatory data model across ABA, speech, OT, and other specialties, so multi-service practices can standardize without separate tools for each one.

How quickly can teams get started?

Go-live timelines depend heavily on whether a tool requires a full data migration or can run alongside what's already in place. Because Hipp Intake layers on top of your existing system rather than replacing it, most teams are live within days, not months, with no data migration required.

Is patient data secure when Hipp Intake automates referral intake?

Referral data — demographics, insurance details, clinical documents — is protected health information from the moment it enters the system. Hipp encrypts it in transit and at rest, restricts access by role, and never exposes it to public AI training. Automation doesn't change the standard; it just means fewer people handle the data manually.

See what it's like when your practice stays ahead.

Book your demo