The case starts with the patient. Make that start count.
Pulse texts the patient, gathers the complete intake, and opens a record both sides can work from. Provider, attorney, and patient begin with the same facts—not another phone tag.
A complete start, from the first text.
Pulse does not wait for a form to come back. It starts the conversation, captures the details and documents, and gives the case a usable shared record before the work begins.
Conversational SMS intake
Pulse texts the patient and walks them through every required intake field — demographics, injury details, date of loss, and more — validating each answer as the conversation goes.
Insurance & attorney capture
In the same thread, Pulse collects the carrier, policy and claim numbers, the adjuster, and the patient's attorney or firm — the details a PI case can't open without.
Document collection by text
Patients photograph their insurance card, ID, or police and accident report and text it in. Pulse attaches each document to the right case automatically.
Automatic missing-field follow-up
When a patient leaves intake half-finished, Pulse re-pings them — picking up right where they left off — until every required field and document is complete.
Auto case & patient record creation
A finished intake conversation creates the patient and case record automatically — no front-desk data entry, no rekeying a form into the system.
Multilingual intake
Pulse runs the same complete intake flow in Spanish and other languages, so patients answer in the language they're most comfortable with.
From referral to filed case record.
Pulse reaches out first
As soon as a patient is referred, Pulse texts them on a number tied to the right provider and case — no waiting for the front desk to call back.
It runs the full conversation
Pulse walks the patient through every required field — demographics, injury details, date of loss — validating each answer as the conversation goes.
It gathers documents & details
In the same thread, Pulse captures insurance and attorney details and asks the patient to photograph their insurance card, ID, or accident report.
It files a complete record
A finished conversation creates the patient and case record automatically — and if anything's missing, Pulse follows up until it's whole.
Watch Pulse run a live intake.
This is a simulated SMS conversation — no real patient or telephony. Watch Pulse text the patient, collect each field, read the insurance card, follow up on what's missing, and file the case record in real time.
A cooperative patient completes intake start to finish.
Building case record
Pulse captures each field as the patient replies — no staff time required.
Waiting for the patient's first reply…
A complete case, before the first visit.
For providers
Open complete cases without a single keystroke from your front desk. Pulse collects everything and files the record itself.
- No front-desk data entry or form rekeying
- Insurance and attorney details captured up front
- Complete records open faster, with fewer gaps
For law firms
Cases arrive already intaken — with insurance, attorney, and injury details attached — so treatment and liens aren't held up by missing data.
- Cases arrive with insurance and attorney info attached
- Fewer missing fields delaying treatment and liens
- Faster, cleaner case starts
For patients
Answer a few texts on your own time, in your own language — and snap photos of your cards and reports right from your phone.
- Answer by text on your own schedule
- Send photos of cards and reports from your phone
- Complete intake in Spanish or your preferred language
Questions about Pulse Intake.
Pulse Intake is in early access
Let Pulse run your intake.
Start the case with complete facts, documents, and contacts before either side begins chasing details.
Request a demo