Eight pages of intake, one page of clinical signal.

New-patient intake comes in as eight pages of free text and checkboxes. The front desk or a clinical staffer retypes the relevant fields into the EHR. The high-signal items, the drug interactions and contraindications and urgent symptoms, sometimes get missed in the noise. This reads each intake the moment it's submitted, condenses it to a one-page clinical summary in the shape you already use, and puts the red flags at the top of the page. The summary lands attached to the patient record in your PMS or EHR; the clinical team sees it in their normal flow, not a parallel inbox.

What you get

• Trigger on intake form submission (JotForm, Typeform, or your existing system)
• Claude structures the responses into a one-page clinical summary in your preferred format
• Red-flag detection: configurable rules for drug interactions, urgent symptoms, contraindications, age-specific concerns
• Delivery: summary attached to the patient record in your PMS or EHR, with a Slack or secure-channel notification to the clinical team
• Audit log of every intake processed, with the original form and the structured output paired
• HIPAA-aware: BAAs with every vendor, no PHI to LLMs without your compliance sign-off
• Full documentation, data-flow one-pager for your compliance contact, 60-minute training session

What's not included

• Replacing your intake form (we read from what you use)
• Clinical decision-making. Red flags surface for human review; the human makes the call.
• Drafting your intake questions. We structure what you ask.

Best for

Practices and clinics taking enough new patients that intake is a daily back-office job, and where clinical staff are spending their morning doing data entry instead of seeing patients.

Compliance

We sign BAAs before discovery touches anything that could include PHI. Downstream vendor BAAs in place. PHI flow documented in a one-page diagram your compliance officer reviews before contract. Two-year audit log retention.