Codex AI Intake Agent
Collect the history before the visit, so the visit starts with care
Codex Intake Agent reaches patients before scheduled appointments and captures a comprehensive medical history by voice or text. It converts that conversation into a structured note for the provider to review, with optional delivery into your EHR.
Request Pricing
Reach out with some basic information and we'll provide you with a custom quote.
What Does it Do?
Sends patients an automated invitation by text or email before their appointment
Conducts a natural voice or text conversation to capture a comprehensive medical history
Generates a structured intake note that is ready for provider review
Supports EHR delivery and workflow routing when enabled (if supported)
How Does it Work?
1) Automated invitation
Patients receive a text message or email with a link to complete intake before their visit.
2) Patient conversation
Codex collects the history through a conversational voice or text experience.
3) Structured documentation
The intake is converted into a structured medical note, ready for provider review.
4) EHR workflow (optional)
When enabled, and if supported, Codex routes the intake output into your configured workflow, including posting to the patient chart.
Additional Details
Tangible Benefits
- Less history-taking during the visit so providers get to assessment and plan faster
- Cleaner documentation with structured, consistent intake output
- Better prepared visits because context is gathered before the patient arrives
- Improved patient experience by replacing clipboards and repetitive questioning
- Scales without adding headcount as volume increases
If you want performance targets, Codex Intake Agent is often deployed to reduce initial history-taking time meaningfully and increase provider capacity. Results vary by specialty, volume, and configuration.
Safety and Boundaries
Codex Intake Agent supports information gathering and documentation. It does not replace licensed clinical judgment.
- It does not diagnose, prescribe, or provide medical advice.
- It is not an emergency service. For emergency symptoms, patients are instructed to contact local emergency services.
- Anything requiring clinical decision-making can be routed to your licensed team based on your protocols.
Security and Compliance
Codex Intake Agent is designed for healthcare environments and supports HIPAA-aligned handling of patient information.
Security controls include encrypted data transmission, secure storage, and access controls. A Business Associate Agreement (BAA) is available. We confirm retention, access, and integration permissions during onboarding based on your organization’s policies.
Frequently Asked Questions
Please reach us at contact@codexgrp.com if you cannot find an answer to your question.
Patients receive a text or email link and complete intake through a voice or text conversation.
No. It can be used for new patients, returning patients, or targeted visit types, depending on how you configure invitations and templates.
We can configure reminders, cutoffs, and fallbacks so your team knows what was completed and what still needs to be collected.
Yes. We configure templates, specialty-specific workflows, and the structure of the final intake note.
Yes. English and Spanish are supported, and additional languages can be added based on configuration.
Codex AI Phone Agent supports HIPAA-aligned handling of patient information. Security controls include encryption, role-based access, audit trails, and configurable retention. A Business Associate Agreement (BAA) is available. Patients can be provided clear notices and opt-out options based on your configuration.
Codex Phone Agent is a quote-only add-on. Pricing depends on call volume, scope (triage, scheduling, follow-ups), languages, specialty complexity, and integration needs.
No. The Intake Agent can be deployed as a standalone add-on or alongside Codex Core, Codex Ops, or Codex Live.
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