Praxis Intake

Start every
visit prepared.

Praxis AI replaces ignored intake forms with guided voice check-ins that collect client updates, surface important context, and deliver provider-ready summaries before every appointment.

Clients talk, not type Providers get pre-visit briefs Teams spend less time chasing forms

Built for longevity, concierge medicine, functional medicine, performance clinics, and cash-pay health teams.

Premium clinical interior
9:41
Voice intake in progress

We're capturing your update.

Talk naturally. Your provider reviews the summary.

This usually takes about 8 to 12 minutes.

Pause End call
Pre-visit brief Ready
Alex Morgan
Quarterly performance follow-up
1 Low recovery despite consistent sleep
2 Elbow pain limiting training
3 Wants to review lipid strategy
The problem

Intake forms are easy to ignore and hard to complete well.

Your clients are busy. They skip forms, rush through them, or give incomplete answers. Then your team has to chase updates manually, and your provider starts the visit without the full picture.

The first 10 minutes of a premium visit should not disappear into catch-up.

Low completion

Clients ignore forms or fill them out poorly.

Missing context

Important changes often surface too late in the appointment.

Admin drag

Your team spends time sending reminders, making calls, and collecting scattered notes.

How it works

Let clients complete intake by voice.

Praxis Intake gives clients a simple option: talk through their update in a guided voice conversation instead of typing into another form.

1

Client gets invite

Send a secure voice intake link before the appointment.

2

Client talks through the update

The agent asks structured questions and adaptive follow-ups.

3

Praxis AI creates the brief

The conversation is summarized into a clean provider-ready format.

4

Your team starts prepared

Providers review the key updates before the visit begins.

Start with one recurring workflow. Prove it. Then scale.
Client completing voice intake on phone
Voice intake
Question 3 of 5

How's your training been?

Sleep · Recovery · Training · Symptoms · Goals

No portal. No password. Just talk.

Pause Next
For clients

Clients talk, not type.

Voice check-ins feel easier than forms. Clients can complete their update while driving, walking, or between meetings without logging into another portal.

Higher completion

Voice feels easier and more natural.

Lower friction

No long forms, passwords, or extra portals.

More honest detail

Clients explain what changed in their own words.

A better client experience leads to better intake.
For providers

Providers get the story before the visit.

Praxis AI turns client conversations into structured pre-visit briefs so providers can quickly see what changed, what matters, and what needs attention.

Ready for review
AM
Alex Morgan
Quarterly Performance Medicine Follow-Up · June 6, 2026 · 10:30 AM
Call duration
9:48
Status
Ready
Top priorities
  1. 1Low recovery despite consistent sleep and training discipline.
  2. 2Right elbow pain limiting lifting and training.
  3. 3Wants to review lipid strategy after recent LDL/ApoB results.
What changed since last visit
  • Training volume increased over the past six weeks.
  • Jiu-Jitsu reduced to 1 to 2 days per week due to elbow pain and joint stiffness.
  • Added creatine and fish oil consistently.
  • Work stress elevated due to hiring and operations workload.
  • Sleep duration adequate but less refreshed on waking.
  • Zone 2 cardio averaging 2 sessions per week.
Current status snapshot
Energy
6/10. Decent daytime energy, lower morning readiness.
Sleep
7 hrs/night avg. Falls asleep easily, wakes once, not fully rested.
Mood / Stress
7/10. Business workload and decision fatigue, no mood concerns.
Pain / Injury
Right medial elbow. 4/10 at rest, 6/10 with grip, pull, or press. Started about 3 weeks ago. Avoiding heavy pulling and hard training.
Digestion
No major complaints. Appetite stable.
Training
Lifting 3x/week modified for elbow. Zone 2 cardio 2x/week. BJJ 1 to 2x/week, reduced intensity.
Nutrition
75 to 80% adherence. Protein consistent. Fiber likely low. Alcohol 3 to 4 drinks/week.
Body Composition
Stable around 195 lbs. Reports feeling slightly softer. No recent measurement.
Supplements / Meds
Added creatine daily. Added fish oil most days. No medication changes. No missed doses.
Adherence
Strong training, moderate nutrition, inconsistent mobility work.
Client questions for provider
  • "Should I be more aggressive about lowering LDL or ApoB?"
  • "Is my recovery issue from training load, inflammation, stress, or hormones?"
  • "Should I get imaging or a PT referral for the elbow?"
  • "Should I adjust training until the elbow calms down?"
  • "What should my fiber target be to help with lipids?"
Red flags
None reported

No chest pain, acute neurological symptoms, mood crisis, or urgent concerns reported during intake.

Recommended visit focus
  1. 1Recovery and training-load management.
  2. 2Right elbow assessment and next-step plan.
  3. 3Lipid strategy: LDL/ApoB, fiber, saturated fat, medication discussion if appropriate.
  4. 4Stress and sleep quality as contributors to low readiness.
  5. 5Plan to maintain fitness while reducing joint irritation.
Suggested provider prep
  • Review most recent lipid panel, ApoB if available, cardiovascular risk markers.
  • Review prior musculoskeletal notes for elbow, shoulder, or BJJ-related injuries.
  • Consider PT referral, imaging, or training modification based on exam.
  • Discuss fiber, saturated fat, protein, and alcohol targets.
View full transcript Play recording

This AI-generated summary is for provider review only. It does not diagnose, prescribe, or replace clinical judgment.

Prepared providers deliver higher-value visits.
For operations

Less admin chasing.

Praxis AI reduces the repetitive work that drains your team: reminder calls, incomplete forms, scattered notes, and manual summaries.

Fewer reminder calls

Automated follow-up handles the repetitive outreach.

Cleaner handoff

Structured summaries arrive ready for review.

More consistent workflows

Every client gets the same core intake process.

Operational drag goes down. Team capacity goes up.
Intake operations
  • Clients complete intake before every visit
  • Providers receive structured briefs before appointments
  • Admin teams spend less time on manual follow-up
  • Every client gets the same intake experience
Business value

A clearer ROI than another admin hire.

Praxis AI helps practices improve intake completion, reduce manual labor, protect provider time, and create a more premium client experience.

Higher intake completion

More clients finish the intake before the visit.

Less admin time

Your team spends fewer hours chasing updates.

More prepared visits

Providers start with better context.

Stronger client experience

Clients get a smoother, more premium process.

Save time. Reduce labor. Support premium pricing.

Practices that replace manual intake with voice check-ins recover admin hours, improve provider prep, and deliver a more polished client experience.

Protect provider time

Focus on care, not chasing forms and follow-ups.

Reduce labor drag

Automate routine intake and communication work.

Support premium pricing

Deliver a polished experience clients value and remember.

Who it's for

Built for recurring health and performance relationships.

Praxis Intake works best when clients already trust your team and need to provide structured updates before recurring appointments.

Longevity clinics

Quarterly health optimization updates, lab questions, medication changes, goals, and provider priorities.

Concierge medicine

Pre-visit context for premium patient relationships and recurring follow-ups.

Functional medicine

Complex symptom updates, supplement changes, adherence, lifestyle context, and lab review preparation.

Cash-pay physical therapy

Pain, function, flare-ups, home program adherence, training exposure, and visit goals.

Performance medicine

Training load, recovery, sleep, nutrition, injuries, and high-performance goals.

Nutrition and coaching

Weekly or monthly check-ins by voice instead of written forms.

The strongest use case is simple: recurring clients, repeated updates, and providers who need context before the appointment.

Try it

Try the voice intake experience yourself.

Call the demo agent and complete a mock pre-visit intake as if you were a client preparing for a health or performance appointment.

1

Call the demo agent

You will hear a guided voice intake experience.

2

Act like a client

Share mock updates about sleep, training, symptoms, goals, or questions for your provider.

3

See the provider brief

You will understand what your team would receive before the appointment.

4

Imagine it in your practice

The same workflow can be customized for your services, questions, and providers.

The demo is for experience only. It does not provide medical advice, diagnosis, treatment, or emergency support.

The pilot

Start with a 90-day pilot.

Launch one recurring intake workflow, test it with real clients, and measure whether voice check-ins improve completion, provider prep, and admin efficiency.

Your pilot includes

  • One voice intake workflow
    Built around one visit type, provider group, or client segment.
  • Custom question flow
    Structured around your intake needs, approved language, and escalation rules.
  • Provider-ready summaries
    Clean briefs delivered to your team before each appointment.
  • Transcript and recording access
    Your team can review the full conversation when needed.
  • Monthly optimization
    We review results, refine questions, and improve the workflow.

Pilot success metrics

  • Intake completion rate
  • Provider usefulness score
  • Admin time saved
  • Client satisfaction
  • Summary quality
  • Red flag routing accuracy
Start a pilot conversation
Trust & safety

Designed to support care teams, not replace them.

Praxis AI collects and structures information. Your providers make decisions. The agent follows approved workflows, avoids medical advice, and routes important concerns to your team.

Transparent AI disclosure

Clients know they are speaking with an AI intake assistant.

Provider approved questions

The workflow is built around your practice language and intake standards.

Human review

Summaries are reviewed by your team before clinical decisions are made.

Escalation rules

Urgent or sensitive responses can be flagged for follow-up.

Secure workflow design

Implementation should align with your privacy, consent, recording, and data handling requirements.

For medical practices, privacy, consent, recording, and compliance requirements should be reviewed before launch.

Give your clients an easier way to complete intake.

Let them talk through their update. Give your providers better context. Help your team spend less time chasing forms.