Healthcare · Care Coordination

Pre-Visit Symptom & History Intake

Collect structured pre-visit information so the provider isn't starting the visit from zero.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Agent sends a structured intake form tailored to the visit reason, pulled from the EHR's form library.
  2. Follows up if incomplete within 24 hours of the visit.
  3. Flags any response indicating urgency, per practice protocol, to the clinical team before the visit.
  4. Populates the EHR pre-visit summary so the provider has it ready at the start.

Data sources

EHR intake form library Visit-reason-specific triage flags

What it targets

  • Intake forms completed before the visit Target 80%
  • Provider-reported walked-in-blind visits Target -50%