Intake pipeline · simulatedConnectors flip live once approved
✓ Intake started
via Twilio · pending
✓ Collecting profile
via Twilio · pending
✓ ID verification sent
via Plaid · pending
✓ Identity verified
via Plaid · pending
✓ Awaiting card images
via Twilio · pending
✓ Card data extracted
via OCR · pending
● Checking benefits
via Eligibility · pending
Benefits verified
via Eligibility · pending
Copay link sent
via Stripe · sandbox
Payment received
via Stripe · sandbox
Intake complete
via Internal · live
Intake type
Guided Intake
Stage 1 of 4 — Aria intros the process
Aria explains the intake
Sit with the patient and let Aria do the orientation. She covers what to expect, what documents we'll need, and how the chat will work. When she's done, hit Continue and you'll capture documents first.