Insurance & intake
Paperwork done before the patient walks in
Sofía collects insurance details, clears coverage questions, and completes intake over WhatsApp or by phone. Your team greets the patient with everything ready instead of chasing forms.
From first message to complete file
Collects insurance details
Carrier, policy number, and holder, captured right in the conversation.
Clears coverage questions
Explains what your clinic accepts and what your team needs to confirm before the visit.
Completes intake
History, allergies, medications, and reason for the visit, gathered ahead of time.
Patients from the United States
Answers in English about pricing, dental insurance coverage, and cross-border logistics.
Escalates the complex
Off-script cases go to your team with the full context of the conversation.
Hands over an organized file
Your team gets the complete, organized information before the patient arrives.
Built for clinics that serve US patients
Over 70% of medical tourists in Mexico originate from the United States, according to Baja Health Cluster. Their coverage questions arrive in English, and after hours.
The patient asks
"Do you take my insurance?" at 9 pm from San Diego. Sofía answers on the spot.
Sofía builds the file
Policy, history, and intake completed in the conversation, in the patient’s language.
Your team confirms
They get everything organized, confirm coverage, and the visit is locked in.
Available on every channel
Explore everything Sofía does
Every call and message answered, in both languages.
Learn more →Bookings, confirmations, and reschedules with no manual work.
Learn more →Recall, follow-ups, and promotions that fill your calendar.
Learn more →Dental, med spa, and cosmetic surgery.
Learn more →Greet patients, not unfinished forms
The first 25 clinics to join the waitlist get their first month free.
Join the waitlist →