Automate Your CRM Patient Intake with Intelligent AI

The CRM Patient Intake workflow automates the critical first step in patient management. It begins by receiving data via a webhook, then intelligently processes and understands this information using advanced AI models. The workflow splits text for efficient processing, generates embeddings for semantic understanding, and stores this data in a vector database for quick retrieval. It then uses a conversational AI agent, informed by memory and vector context, to interpret and act upon the patient data. Finally, it logs the outcome to a Google Sheet and sends alerts in case of any errors, providing a robust and efficient solution for managing new patient information.