Set up in minutes.
Automate every intake.
Three steps to fully automated intake across fax, voice, and forms.
Connect your intake sources.
Fax, voice, and forms — all through the IntakeBella platform. Your patients and partners send intake the way they already do. Every source feeds into the same 5-Stage Engine.
Fax — (555) 234-5678
Voice — (555) 234-5678
Forms — intakebella.com/form/riverside
Dr. Chen
Lab Results, Referrals
Billing Dept
Insurance, Claims
Front Desk
General, Appointments
Dr. Park
Prescriptions, Pharmacy
Tell us who gets what.
Add the people on your team — doctors, departments, billing, front desk. Give each person a few keywords or department names so IntakeBella knows who gets which intake. Takes about a minute per person.
That's it. The workflow handles it.
From now on, every incoming intake is analyzed, assigned, organized, and activated automatically. Urgent intake gets flagged. Workflows fire. Everything is tracked and searchable.
Intake arrives
Fax from +1 (555) 234-5678
Analyzed and assigned
Lab Results — Urgent
Delivered to Dr. Chen's inbox
What happens when an intake arrives.
An intake arrives — by fax, phone, or form. A canonical record is created.
IntakeBella reads it, extracts data, classifies the type, and detects urgency.
The right person on your team gets it — automatically, based on your rules.
Stored, archived, metered, compliance-tagged, and retention-enforced.
Automation fires — notifications, EHR push, prior auth, escalation.
An intake arrives — by fax, phone, or form. A canonical record is created.
IntakeBella reads it, extracts data, classifies the type, and detects urgency.
The right person on your team gets it — automatically, based on your rules.
Stored, archived, metered, compliance-tagged, and retention-enforced.
Automation fires — notifications, EHR push, prior auth, escalation.
Questions?
We've got answers.
Most intake is processed and delivered in under 4 seconds.
No. You keep your existing number. Your patients and partners never know anything changed.
You'll get a notification so you can handle it manually. This happens less than 3% of the time.
Yes. Everything is encrypted and we don't store content longer than needed.
Yes, on all plans. Right from your dashboard.
IntakeBella handles voice intake too. Bella answers inbound calls, captures prescription details, and creates intake records automatically. Outbound follow-up calls are also supported.
Yes. You create intake forms, share a link, and patients complete them in a chat-like experience. Bella fills in fields conversationally — by text or voice. Missing fields trigger follow-up questions.
Yes. Every intake — fax, voice, or form — passes through the same 5-Stage Engine and produces the same canonical intake record. One dashboard, one search, one workflow engine across all channels.
IntakeBella Pro is $997/month with unlimited intake across fax, voice, and forms, plus prior authorization prep and benefits verification. IntakeBella Teams is $1,997/month with PA submission and tracking, EMR/EHR integration, API access, unlimited team members, and 2 TB storage. See our pricing page for details.
No. If you can fill out a form, you can set up IntakeBella.
Referrals, lab results, prescriptions, insurance claims, and 8 more document types.