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Healthcareโšก Live in 4 hours

Patient Intake Portal

AI-native intake for any medical specialty. Live in 4 hours.

From eligibility screening to AI-generated clinical summaries โ€” structured, adaptive patient intake that works before the patient walks in the door. Configure it for any specialty and go live today.

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What's included

  • 50+ validated clinical assessment forms (PHQ-9, GAD-7, SCAT5, DASH, NDI, etc.)
  • Adaptive, multi-branch intake forms with conditional logic
  • Auto-scoring with clinical interpretation rules
  • AI-generated clinical summary before provider review
  • Risk flag detection and urgent case routing
  • Multi-specialty configuration (MSK, Mental Health, Oncology, Concussion, etc.)
  • PIPEDA & HIPAA-compliant data handling
  • REST API integration with any EMR (Epic, Athena, Accuro, Cliniko, etc.)
  • Role-based access: patients, nurses, MDs, coordinators
  • Longitudinal outcome tracking across sessions
  • Offline-capable mobile forms for remote intake
  • Audit trail on every submission and edit

How AI post-processing works

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Every patient submission is automatically processed by our AI layer โ€” responses are scored against clinical rubrics, risk factors are flagged, and a structured clinical summary is generated before any provider reviews the file. Physicians see intelligence, not a pile of raw form responses. The AI also tracks patterns across submissions, surfacing longitudinal insights for chronic care patients and research cohorts.

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Auto-Score
Every response scored against your configured rubrics
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AI Summary
Structured summary generated before any human review
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Risk Flags
High-risk submissions flagged and routed immediately

Who it's for

  • โ†’Private clinics and specialty practices (MSK, Mental Health, Oncology, Neurology, Cardiology)
  • โ†’Health systems and multi-provider networks
  • โ†’Digital health companies building patient-facing portals
  • โ†’Clinical research organizations running Phase IIโ€“IV trials
  • โ†’Telehealth providers conducting remote intake
  • โ†’Insurance and IME assessment organizations

Use cases

MSK Clinic โ€” Pre-Appointment Assessment

Patients complete structured intake including functional assessments (NDI, DASH, Oswestry) before their appointment. AI scores responses and generates a clinical summary the physiotherapist reviews in under 2 minutes.

  • Conditional intake adapts based on injury type and body region
  • Auto-scored NDI, DASH, Oswestry, and custom functional assessments
  • AI-generated SOAP note draft before the appointment
  • Risk flags surfaced for high-complexity cases requiring senior clinician
  • Longitudinal outcome tracking across treatment episodes

Mental Health Practice โ€” Intake & Ongoing Monitoring

New clients complete structured mental health intake before their first session. PHQ-9, GAD-7, and PCL-5 are auto-scored. AI flags high-risk responses and routes to the therapist before the session.

  • Comprehensive mental health history intake with conditional branching
  • PHQ-9, GAD-7, PCL-5 auto-scored with severity interpretation
  • Crisis flag detection with immediate therapist notification
  • Session-by-session outcome tracking with trend visualization
  • Longitudinal progress dashboard for therapists

Clinical Research โ€” Participant Screening & Enrollment

Research coordinators use structured intake to screen participants against protocol inclusion/exclusion criteria. AI matches participants to protocols and flags eligibility concerns before enrollment.

  • Protocol-matched eligibility screening intake
  • AI eligibility scoring against inclusion/exclusion criteria
  • Longitudinal survey scheduling across study timeline
  • Research-grade data export (SPSS, CSV, REDCap integration)
  • Protocol deviation flagging and audit trail

Configure & go live

  1. 1
    Choose your specialty bundle
    MSK, Mental Health, Oncology, General Practice, or custom
  2. 2
    Add your branding
    Logo, colors, and intake portal URL
  3. 3
    Configure intake fields
    Adjust questions, conditional logic, and scoring rules
  4. 4
    Set AI thresholds
    Define risk score cutoffs and routing rules
  5. 5
    Invite your team and go live
    Send patient invite links or embed in your website
Average time to live: 4 hours
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Compliance & Security

PIPEDAGDPRHIPAAREST APISSOCloud & On-Premise

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Book a 30-minute demo and we'll walk you through the app configured for your exact workflow. No commitment required.

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