Client & Patient Intake Services
The intake process is important, but it can be tedious for new clients and patients. Leverage Nexa intake service to supercharge your practice, save time and create a streamlined process. Our live virtual receptionists will get the job done with exceptional customer experience. This way, you get the added workforce support to lead the process of screening and hiring new employees.
Whether it's a new prospect or a new patient, our live 24/7 virtual receptionists answer calls, chats, and texts quickly to begin your customized intake process. These are just some of the essential duties of our virtual receptionists.
Aside from having excellent communication skills, our 24/7 live virtual receptionists complete the new client or patient intake service quickly and accurately to ensure you receive the information your business needs based on your custom intake process.
Once we've completed the intake service, all relevant information, such as medical history or required paperwork is sent directly to your CRM so you and your team can take immediate action.
Highly qualified prospects and happy patients ensure that your business can continue to do what it does best!
Whether it's a new prospect or a new patient, our live 24/7 virtual receptionists answer calls, chats, and texts quickly to begin your customized intake process. These are just some of the essential duties of our virtual receptionists.
Aside from having excellent communication skills, our 24/7 live virtual receptionists complete the new client or patient intake service quickly and accurately to ensure you receive the information your business needs based on your custom intake process.
Once we've completed the intake service, all relevant information, such as medical history or required paperwork is sent directly to your CRM so you and your team can take immediate action.
Highly qualified prospects and happy patients ensure that your business can continue to do what it does best!
Ready To Grow Your Business?
Our omni-channel specialists are ready to help you grow and scale your business 24/7.
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Nexa Integrates into The Tools You Already Use
Connect to your chosen industry CRM software so your business is always up-to-date with accurate call data and client information powered by our call answering service solutions.
- Connect to tools you already use
- Sync customer data
- Easily fit Nexa into your workflow
Get detailed reports on your business answering service activity in the Nexa mobile app and portal to help you scale strategically and make better, data-backed business decisions.
- Real-time data managed by Nexa
- Update availability on the fly
- Access data anytime from anywhere
Live intake specialists walk prospects and clients through your intake process in English and Spanish, even in the middle of the night and on weekends or holidays.
- Expert virtual receptionists trained in your intake workflow
- Quick and accurate intake service
- Easy onboarding—get up and running quickly
Driving prospects or new patients to a web form on your web site? Follow-up with an outbound call to move them into the intake process within minutes for a fully optimized experience.
- Improve conversion rates up to 40%
- More qualified prospects
- Maximize business efficiency
While most intakes happen via phone, you can add additional channels as well with people-powered chat and text. Meet your prospects and patients wherever they are with 24/7 live virtual receptionist services.
- Create customized intake flows
- Optimize business process
- Omni-channel approach
Our Reviews
What our Clients are saying
Nexa has helped our company tremendously with answering calls and booking appointments for our team 24/7. Our after-hours jobs booked have increased by 110%. The person Nexa assigned to our account, Mayra Tovar, is THE greatest onboarding specialist we've ever seen! She has met our every need with excellent customer service and prompt responses, and overall has been very enjoyable to work with…
We've had a great experience from the sales side to the onboarding with Nexa! The communication has been excellent and they have been more than fair with the way they handle the billing. We haven't gone live yet, but so far we are enjoying the partnership!
I've been working with Brianna on a few key pieces our business needs from Nexa and she has been a pleasure to work with. Her communication, friendliness and time management is second to none. Always easy working with this team! Thank you.
Nexa is top notch. I'm a current user of Nexa and it has saved me so much time and not missing phone calls. Their customer service is fantastic. I have been working closely with my rep Jamie, and she is so bubbly and so kind and so knowledgeable. [...] It was so easy to sign up and everything goes right into a portal or my CRM. I’m so happy!.