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Use cases

Intake workflows Aeris runs for your team

Workflows for clinics, evaluation offices, and insurance partners — plus the clinic specialties Aeris is configured for. Medical history by phone or Aeris web call; reports shaped to your process.

6

Clinics & evaluation

6

Clinic specialties

4

Insurance & TPAs

Clinic types

Specialties we configure intake for

Same specialty map as Aeris for Clinics — practice types below; workflow use cases in the next section.

Primary Care & Multi-Specialty Groups

  • Primary care practices
  • Family medicine groups
  • Internal medicine clinics
  • Multi-specialty medical groups
  • Urgent care centers
  • Concierge & direct primary care

Orthopedic & Musculoskeletal Groups

  • Orthopedic surgery groups
  • Sports medicine clinics
  • Spine & pain management centers
  • Hand & upper extremity practices
  • Joint replacement groups
  • Physical medicine & rehabilitation

Surgical & Procedure-Based Groups

  • General surgery groups
  • ENT practices
  • Ophthalmology groups
  • Dermatology clinics
  • Podiatry groups
  • Plastic & reconstructive surgery

Specialty Medical Groups

  • Cardiology groups
  • Pulmonology practices
  • Gastroenterology groups
  • Neurology clinics
  • Oncology practices
  • Rheumatology & urology groups

Women's Health & Pediatrics

  • OB/GYN groups
  • Women's health clinics
  • Pediatric practices
  • Pediatric specialty groups
  • Fertility & reproductive health

Behavioral Health & Wellness

  • Behavioral health clinics
  • Mental health practices
  • Addiction treatment centers
  • Integrative & wellness clinics

Workflows

Clinics & evaluation offices

Intake jobs your team runs day to day — separate from the specialty types above.

Need a workflow we don’t list?

Questionnaires are admin-configurable. Book a demo and we’ll map Aeris to your intake protocol.