--- title: "Patient intake automation - Stacksync" description: "AI agents complete intake forms, ID verification, and insurance eligibility across Epic, athenahealth, and payer systems before the patient arrives, so the…" canonical: https://www.stacksync.com/use-case/patient-intake-automation last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) AI-driven intake verified before arrival # Patient intake automation before the patient arrives > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Genie agents collect intake forms, verify identity, and run insurance eligibility checks against Epic, athenahealth, and payer systems ahead of the visit, so the front desk opens the day with a clean, verified schedule. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where intake jams up the front desk ## Three reasons check-in still takes forever. Intake is judgment work spread across forms, IDs, and payer portals. When none of it happens until the patient is at the window, the whole day backs up. 01 - Day-of forms ### Paperwork starts at the window Patients fill forms in the waiting room while staff key them into Epic. Visits run late before the first one even starts, and incomplete forms surface mid-appointment. LATENCY 02 - Eligibility surprises ### Coverage checked too late Insurance eligibility gets verified at the desk, if at all. A lapsed plan or wrong payer shows up after care is delivered, turning a clean visit into a billing dispute. DATA QUALITY 03 - Identity mismatch ### Wrong patient, duplicate chart Manual ID checks create duplicate records in athenahealth and Epic. Two charts for one person split the history and put PHI at risk of landing on the wrong record. IDENTITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every system intake touches, working before arrival. Stacksync ships pre-built connectors for the EHRs, payer systems, and engagement tools intake runs through, so Genie agents complete forms, verify identity, and check eligibility ahead of time. EHR & scheduling 05 - Epic - athenahealth - Cerner - eClinicalWorks - NextGen Healthcare Eligibility & payer 05 - Availity - Change Healthcare - Redox - X12 270 - X12 271 Engagement & forms 05 - Twilio - SendGrid - Salesforce - Microsoft 365 - Slack Records & data 05 - Snowflake - BigQuery - Postgres - MongoDB - Oracle DB Custom intake fields, payer-specific eligibility rules, and your own scheduling schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about patient intake automation. The concerns every front-office and revenue team raises before moving intake ahead of the visit. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### What does the intake agent do without a human? Genie agents send and parse intake forms, verify identity against the chart, and run X12 270/271 eligibility checks. Staff handle exceptions; the routine pre-visit work completes on its own. ### When does eligibility get checked? Ahead of the visit, in real time against payer systems through Availity or Change Healthcare. A lapsed plan or wrong payer surfaces days early, not at the billing desk. ### How do you avoid creating duplicate patient charts? Identity is matched against existing records in Epic and athenahealth before anything is written, so verified intake attaches to the right chart instead of spawning a duplicate. ### Is intake data handled in a HIPAA-aware way? Yes. Every field movement is logged with timestamp and destination, PHI is masked where it isn't needed, and each event is replayable for audit. ## Stop starting intake at the window. Arrive verified and ready. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)