Turn Patient Messages into Structured Records Before the Appointment Starts

Sift parses patient intake messages into structured fields -- symptoms, medications, insurance, and history -- so your clinical staff can focus on care, not data entry.

12 min/patient

Intake data entry time saved

94%

Pre-visit information completeness

67%

Reduction in registration errors

The intake problem in healthcare

  • Patients describe symptoms in everyday language that staff must translate into clinical terms
  • Insurance details, medication lists, and allergies are scattered across portal messages and voicemails
  • Front-desk staff spend 12+ minutes per patient manually entering intake data into the EHR
  • Missed medication interactions because allergy info was buried in a free-text note

See how Sift handles healthcare intake

What users type

Hello, I'd like to schedule an appointment. I'm James Okafor, DOB 08/14/1979. I've been having sharp chest pains on my left side for about two weeks, especially when I climb stairs. I also get short of breath. I take metoprolol 50mg and lisinopril 20mg daily for blood pressure. Allergic to penicillin and sulfa drugs. My insurance is Aetna, member ID AET-2847561, group 0042. My PCP is Dr. Reena Patel at Lakeview Medical. Best to reach me at 312-555-0198 or james.okafor@email.com.

What you get

Patient Name

James Okafor

99%
Date of Birth

1979-08-14

99%
Chief Complaint

Sharp left-sided chest pain for 2 weeks, worse with exertion; shortness of breath

96%
Current Medications

Metoprolol 50mg daily, Lisinopril 20mg daily

98%
Allergies

Penicillin, Sulfa drugs

99%
Insurance

Aetna, Member ID AET-2847561, Group 0042

98%
Referring Physician

Dr. Reena Patel, Lakeview Medical

95%

Recommended form fields for healthcare

Recommended Form Fields

Patient Nametext

Matches the patient to their medical record number

Date of Birthdate

Primary patient identifier alongside name for EHR lookup

Chief Complainttext

Drives triage priority and appointment type scheduling

Current Medicationstext

Critical for interaction checks and pre-visit medication reconciliation

Allergiestext

Patient safety -- must be captured before any treatment or prescription

Insurance Informationtext

Enables eligibility verification before the appointment

Urgencyselect

Determines same-day vs. scheduled appointment routing

Phonephone

For appointment confirmations and clinical call-backs

Frequently asked questions

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