Visit Companion by Alcott replaces static intake forms with a guided, conversational AI experience for patients. Designed with direct input from clinicians, it delivers exactly what providers want to see before a visit in a single snapshot. No digging through records.

Providers customize the prep flow to match their practice. Their branding, their workflow, and any additional questions. When an appointment is scheduled in HubSpot, the patient receives an email 7 days before their appointment with a link to complete their visit prep through a guided AI conversation. Reminder emails get sent at 3 days and 1 day out.

The visit prep covers medications, symptoms, and questions for and from their provider. Once complete, a link to a structured summary is automatically synced back to the contact and appointment records in HubSpot, so the care team has what they need before the visit even starts.

In early pilots, 90% of patients completed their intake — and showed up knowing what they wanted to discuss. Providers reported richer context going into visits, spending less time catching up and more time on what matters. Nothing falls through the cracks between booking and the appointment. Designed for HIPAA-aligned workflows.