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AgentBuilt by ZeaIQ

Patient Intake Assistant

Collects pre-visit information (reason for visit, history, medications, insurance) into a structured intake summary for clinic staff. Never gives medical advice.

by ZeaIQ

Rating: New
Type: Agent
Version: v1.0.0
Setup: ~3 min setup

Free~3 min setup

Included with your ZeaIQ plan. Runs on your own models.

You’ll connect

Knowledge base

Overview

Collects pre-visit information (reason for visit, history, medications, insurance) into a structured intake summary for clinic staff. Never gives medical advice.

Try asking

I have an appointment tomorrow for knee pain; what do you need from me?
Record my current medications and allergies for the visit.
Summarise this intake conversation for the nurse.

Good for: healthcare, intake

Try asking

Under the hood

How it works

You ask in plain language
Searches your knowledge base
Answers with the result and next steps

Trust

Data & permissions

Access

Knowledge baseReads

Modelsgpt-5.4-mini

GuardrailsPII redaction, Prompt-injection & security filter

Code executionNone

Data residencyRuns in your workspace

Automated review

PII redaction onPersonal data is masked before it reaches the model.
Tenant isolationInstalls copy the package into your workspace; no publisher data or credentials are shared.

Reviewed 25d ago by the ZeaIQ marketplace team.

Get started

What setup looks like

1InstallCopies the reviewed package into your workspace. Nothing runs yet.
2Connect your knowledge baseThe documents this agent should answer from (policies, help centre, runbooks).
3Try itAsk one of the sample questions in chat, then share it with your team.

About 3 minutes end to end. You can finish setup later from Marketplace › Installed.

Customers

Ratings & reviews

—

No ratings yet

No reviews yet. Install it and be the first to share how it works for your team.

Changelog

Versions

v1.0.0
Oct 6, 2026 · Current
Initial release.

Claims Intake Assistant

ZeaIQ

Guides a policyholder or agent through first notice of loss, captures a complete structured claim and lists the documents still needed.

Agent~3 min setupTry live

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Overview

Collects pre-visit information (reason for visit, history, medications, insurance) into a structured intake summary for clinic staff. Never gives medical advice.

Try asking

I have an appointment tomorrow for knee pain; what do you need from me?
Record my current medications and allergies for the visit.
Summarise this intake conversation for the nurse.

Good for: healthcare, intake

Try asking

Data & permissions

Access

Knowledge baseReads

Modelsgpt-5.4-mini

GuardrailsPII redaction, Prompt-injection & security filter

Code executionNone

Data residencyRuns in your workspace

Automated review

PII redaction onPersonal data is masked before it reaches the model.
Tenant isolationInstalls copy the package into your workspace; no publisher data or credentials are shared.

Reviewed 25d ago by the ZeaIQ marketplace team.

What setup looks like

1InstallCopies the reviewed package into your workspace. Nothing runs yet.
2Connect your knowledge baseThe documents this agent should answer from (policies, help centre, runbooks).
3Try itAsk one of the sample questions in chat, then share it with your team.

About 3 minutes end to end. You can finish setup later from Marketplace › Installed.

Patient Intake Assistant

Overview

Try asking

How it works

Data & permissions

What setup looks like

Ratings & reviews

Versions

You might also like

Claims Intake Assistant

Patient Intake Assistant

Overview

Try asking

How it works

Data & permissions

What setup looks like

Ratings & reviews

Versions

You might also like

Claims Intake Assistant