Insurance & intake
The paperwork is done before they walk in
Sol collects insurance details, clears coverage questions, and completes intake over the phone or by text, handled under HIPAA safeguards. Your team greets the patient with everything ready instead of chasing forms.
From first call to complete file
Collects insurance details
Carrier, member ID, and policyholder, captured right in the conversation and passed to your team.
Clears coverage questions
Explains what your practice accepts and what your team needs to confirm before the visit.
Completes intake
History, allergies, medications, and reason for the visit, gathered ahead of time under HIPAA safeguards.
Qualifies the job
For home services and real estate, it captures the address, the issue, and the details before anyone rolls out.
Escalates the complex
Off-script cases go to your team with the full context of the conversation, nothing lost.
Hands over an organized file
Your team gets the complete, organized information before the customer ever arrives.
The intake handled while your desk is busy
Most coverage questions arrive in the evening, in whichever language the caller is most comfortable in. Sol answers them on the spot and builds the file, so the visit is set before anyone opens a form.
The patient asks
"Do you take my insurance?" at 9pm. Sol answers on the spot, in English or Spanish.
Sol builds the file
Policy, history, and intake completed in the conversation, under HIPAA safeguards.
Your team confirms
They get everything organized, confirm coverage, and the visit is locked in.
Available on every line
Explore everything Sol does
24/7 receptionist
Every call and message answered, in both languages.
Learn more →Scheduling & reminders
Bookings, confirmations, and reschedules with no manual work.
Learn more →Communication & reactivation
Recall, follow-ups, and promotions that fill your calendar.
Learn more →Solutions by industry
Clinics, med spas, chiropractic, home services, and real estate.
Learn more →What missed calls cost, by industry
9 phone mistakes costing dental practices new patients
Verifying insurance while the phone rings is where new patients slip away.
Read article →7 patient calls your chiropractic front desk is missing
Including the "do you take my insurance?" call that never books.
Read article →8 questions to ask before hiring an AI receptionist
Including how it learns which insurance you take before a caller asks.
Read article →Why HVAC companies lose jobs to whoever answers first
Capturing the address, equipment, and issue before the competitor picks up.
Read article →Greet patients, not unfinished forms
Book a demo to see Sol run insurance and intake end to end, or join the waitlist to hold your spot.