Hipp Intake

Intake, without the chaos.

Hipp Intake helps care teams collect, review, and move faster on every referral, inquiry, or admission workflow.

Client Intake

AI Active
Total in Pipeline

12

New Referrals

2

Avg. Days

15d

Ready for Services

1

Search clients...
Filters
New Referral2
Documents Pending2
Insurance Verification2
Ready for Assessment1

Emily Rodriguez

ABA Therapy

7d
Primary Care Physician
Pending
0/3
Verifying eligibility...
Jake Cruz

Sofia Chen

Occupational Therapy

12d
School District
Verified
2/3
Jake Cruz

Olivia Martinez

ABA Therapy

5d
Insurance Portal
AI Processing
1/3
Extracting benefits...
Jake Cruz

Marcus Thompson

Speech Therapy

9d
Self-Referral
Pending
1/3
Emma Wilson
AI processing 2 verifications
3 tasks automated today

Trusted by care organizations to bring structure and speed to intake

Key capabilities

Automation that saves hours every week

From lead capture to eligibility verification, Hipp Intake handles the repetitive work so your team can focus on patients.

Embeddable chatbots and forms

Add Hipp-powered intake chatbots and forms to your website. Capture inquiries 24/7 and route them directly into your intake queue.

Automatic insurance eligibility

Verify insurance eligibility and benefits automatically. No more manual portal lookups or phone calls to confirm coverage.

Email referral ingestion

Automatically create leads from emailed referral packets. Attachments are parsed, data is extracted, and new cases appear in your queue.

EHR and EMR integrations

Connect to Epic, Athena, Healthie, eClinicalWorks, NextGen, Cerner, Hipp Health, CentralReach, and many more.

Integrations

Works with Epic, Athena, Healthie, eClinicalWorks, NextGen, Cerner, Hipp Health, CentralReach, and many more.

Core capabilities

Everything your team needs to handle intake faster, with less manual work and clearer next steps.

Document and referral ingestion

Accept referrals and documents from any source—fax, email, upload, or portal—into one central queue.

AI structuring and summarization

Extract key clinical and administrative details from incoming documents automatically.

Workflow tracking

Track every intake from first contact to care start with clear status and ownership.

Missing information detection

Identify gaps in referral packets or intake forms before they slow down admissions.

Next-step coordination

Assign tasks, set follow-ups, and keep the right people informed at each stage.

Handoff into existing systems

Export structured data to your EHR, practice management system, or billing platform.

How Hipp Intake works

A clear workflow from first contact to care start.

Capture incoming requests

Referrals, inquiries, and documents arrive from multiple channels and land in a single queue.

1

Structure and summarize

AI extracts key details and creates a structured summary for quick review.

2

Identify what's missing

Incomplete packets are flagged automatically so your team can follow up faster.

3

Coordinate next steps

Assign tasks, update status, and move each case toward the next milestone.

4

Move into care

Export structured data to your system of record and begin care delivery.

5

Why teams switch from manual intake workflows

Hours

saved each week on manual document review and data entry.

Faster

time from first contact to care start.

Fewer

lost referrals and missed follow-ups.

Frequently asked questions

Get started

Ready to streamline your intake?
A better front door for care.