PATIENT INTAKE · AUTOMATION · WHATSAPP

Automate patient intake via WhatsApp — consent, data, photos and booking in one flow.

Replace manual intake forms and coordinator follow-up with an AI-driven WhatsApp conversation. Collect GDPR consent, medical data, treatment photos and book consultations automatically — 24/7, in any language.

✓ GDPR consent documented 📸 Photo collection 🌍 10+ languages ⚡ 24/7 automated
THE PROBLEM

Manual patient intake is slow, inconsistent and leaves GDPR gaps.

Coordinators copy-paste patient data from WhatsApp into spreadsheets. Consent is verbal or missing entirely. Photos arrive in unstructured chats. Data quality is inconsistent — and doctors spend hours reviewing incomplete cases.

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Hours of manual work

Each intake requires multiple coordinator messages to collect consent, data and photos

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GDPR blind spots

No documented consent for health data or photos — Art. 9 GDPR risk with every patient

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Drop-off & lost leads

Patients who don't hear back within 30 minutes look elsewhere — and are gone

HOW IT WORKS

The complete automated intake flow — from first message to reviewed case.

Step 1
Welcome & treatment interest

Bot greets the patient, asks about treatment interest and detects language automatically.

Step 2
GDPR consent collection

Explicit consent for data processing and photo handling — timestamped and stored automatically.

Step 3
Anamnesis & photos

Bot collects medical history, medications, allergies and guides the patient to send treatment area photos.

Step 4
Doctor review & booking

Your team reviews the complete case in the CRM — photos, consent, data — and books the consultation via WhatsApp.

GDPR COMPLIANCE

Every intake is GDPR-compliant by design — consent documented from the first message.

Flowmatix collects and documents explicit GDPR consent (Art. 9(2)(a)) before any health data or photos are collected. All consents are timestamped, stored with wording and method — and exportable as audit log.

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Art. 9 consent gate

No health data or photos collected without explicit documented consent — enforced in code

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German servers

All patient data stored exclusively in Germany (Hetzner Frankfurt, ISO 27001)

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DPA at signup

Data Processing Agreement (Art. 28 GDPR) generated automatically — no manual request

IMPACT

What automated intake delivers for your clinic.

94%
Of patients complete intake without coordinator help
0 gaps
GDPR consent gaps — every patient documented
24/7
Bot takes intake — nights, weekends, holidays
80%
Less coordinator time spent on repetitive intake tasks
FAQ

Questions about automated patient intake.

Does the bot handle patients who change their mind mid-intake?

Yes. If a patient says they're no longer interested, the bot stops the intake flow, notes it in the CRM and marks the conversation as inactive. No spam, no pressure.

What if the patient drops off before completing intake?

Flowmatix automatically sends a re-engagement message after 24h and again after 72h — via a Meta-approved WhatsApp template. If they still don't respond, the case is marked for manual follow-up in the CRM.

Can coordinators take over a conversation mid-intake?

Yes — at any point. Coordinators can tap "Take over" in the CRM inbox. The bot pauses automatically and the coordinator continues the conversation directly in WhatsApp.

Is the intake data exportable for medical records?

Yes. All patient intake data — consent, anamnesis, photos — is stored in your Flowmatix CRM and exportable as a structured record. Audit logs are available for GDPR documentation.

Intake Automation GDPR compliant

Ready to automate patient intake
and close the GDPR gaps?

Start your free trial. Intake automation and GDPR consent management are live from day one — on German servers, with DPA included.