Patients arrive with the paperwork already read.
Intake forms, referral letters and insurance details are read before the visit, missing items are chased automatically, and the front desk sees a one-page summary.
J. Alvarez, 52
Intake read from 3 documents · for staff review
- Reason for visitFollow-up, right knee pain, 3 weeks
- AllergiesPenicillinFlagged
- Medications listedIbuprofen 400 mg as needed
- Referral letterReceived, Dr. Chen, Mar 9OK
- Insurance cardBack of card missingMissing
- Consent formSigned Mar 11OK
20 minutes, physiotherapy follow-up
Tue 10:40 with J. Okoro
“Hi Jorge, we are missing the back of your insurance card. You can reply with a photo before Tuesday.”
Illustrative interface, sample data. Built around your systems on a real project.
From your data to a decision your team approves.
In
Your documents and systems
We connect to the intake forms, referral letters and scheduling system you already use.
The system pulls out reason for visit, history, allergies and insurance details, and flags anything missing or inconsistent.
Staff review a one-page summary, send the follow-up requests, and book the right appointment length.
Out
Your team reviews and approves
Front desks retype the same details from forms, faxes and portals, and gaps are found when the patient is already in the room.
What your team gets
One-page pre-visit summary
Missing-item requests drafted for approval
Suggested appointment type and length
Audit trail of every field and its source document
Does it give medical advice?
No. It organizes administrative information for front-desk staff and clinicians. Clinical decisions stay with clinicians.
Where does patient data live?
On-premise or in a dedicated Canadian-region environment, chosen to fit your privacy obligations. We scope this with your privacy officer.
Which systems can it connect to?
Common scheduling and records systems, depending on what exports or interfaces they offer. We confirm this during the audit.
Pairs well with
Insurance and brokerage07Claims and intake triage
Each new claim is read, checked for missing documents and policy problems, and routed to fast-track or an adjuster with a summary attached.
HR and operations11Internal knowledge assistant
Employees ask about leave, benefits or procedures and get an answer with the exact page it came from, drawn only from your documents.
- Customer service09
Support inbox assistant
Each message is read, matched to the right order and policy, and answered with a draft your team can approve in one click.
Have a workflow like this?
Tell us what slows your team down. We will tell you honestly whether software can help.