Collects structured patient history, symptoms, medications, and visit goals before the appointment, then generates a concise, provider-reviewed summary with full source transparency.
A comprehensive platform designed to streamline patient-reported data collection while maintaining full transparency and provider control.
Guides patients through a structured pre-visit intake to capture symptoms, history, medications, allergies, and visit priorities.
Generates a concise, structured summary designed to support efficient provider review prior to the encounter.
All summary content is backed by the patient's original responses, which remain fully accessible at all times.
Customize intake flows by specialty, visit type, and required data elements to match your practice needs.
Standardized intake reduces missing information and variability across visits for better clinical preparation.
Mobile-first, clear language, and accessible design to support completion across all patient populations.
Providers can review, edit, and annotate summaries as part of their normal workflow. The platform supports documentation and preparation—all clinical interpretation remains with the provider.
A seamless four-step process that integrates with your existing practice workflow.
Patients receive a secure intake link prior to their appointment via existing communication channels.
The system collects structured responses using adaptive prompts designed to clarify symptoms and history.
A structured summary is generated from patient-reported information and prepared for provider review.
Providers review the summary alongside full patient responses before or during the visit.
A clear, organized summary with direct access to all patient-reported responses.
The platform is designed to support healthcare workflows that involve protected health information (PHI), with safeguards appropriate for pre-visit intake.
Data encrypted in transit and at rest using industry-standard protocols.
Configurable access controls ensure only authorized staff view patient intake data.
Comprehensive logging of all system access and data interactions.
Configurable data retention policies to meet your compliance requirements.
Business Associate Agreement available for covered entities as applicable.
Provider access to complete, unaltered patient responses at all times.
Configurable workflows designed to support a variety of clinical environments.
Pre-visit intake for acute visits, chronic condition follow-ups, and preventive care appointments.
Specialty-specific intake to capture relevant history and symptom context for focused evaluations.
Structured symptom collection to support efficient provider preparation for time-sensitive visits.
Standardized intake across providers and locations for consistent patient data collection.
Designed to fit into existing pre-visit workflows with minimal disruption to your practice operations.
Intake configuration by visit type and specialty requirements
Review of patient-facing language and customization
Provider orientation and workflow integration
Ongoing optimization based on practice feedback
No. The platform collects and organizes patient-reported information and generates summaries for provider review. It does not provide diagnoses, clinical recommendations, or triage decisions.
Yes. Providers always have access to the complete set of patient-reported responses alongside the generated summary.
Yes. Providers can review, edit, and annotate summaries as needed before or during the patient encounter.
Patients are informed that their responses will be reviewed by their care team as part of the visit. Consent workflows can be configured to match your practice requirements.
Tell us about your practice and we'll walk through how pre-visit intake can be configured for your workflow.