Patient Intake and Triage
Structure intake and route cases by urgency, with governed responses and a person in the loop.
What It Does
The agent turns a submitted intake form into structured fields in practice management and the record, checks the answers against your triage protocol, and marks the ones that meet an urgency criterion. It routes each case to the right care-team queue, and clinical decisions stay with the care team.Without it: Intake is repetitive and uneven, so urgent cases wait and staff spend time on data entry.
- Reconciles the form against the existing chart, flagging conflicting allergy and medication answers
- Keeps free-text symptom wording verbatim beside the structured field it fills
- Names the protocol version it checked, and assigns no acuity score of its own
- Holds an intake it cannot match to a patient record instead of creating one
Illustrative example
A new patient completes the pre-visit form the night before and types 'chest tightness on stairs' into the free-text box. The agent structures the rest into practice management, keeps that sentence verbatim beside the field, marks it against the cardiac red-flag line in the triage protocol, and puts the case in the nurse queue. The nurse reads the patient's own words, not a score, and decides whether to call before the appointment.
Intake forms
The patient's own answers
Practice management
Registration, appointment record
EHR
Existing allergies, meds
Triage protocols
Red-flag criteria, version
Patient intake and triage
SuggestStarts when
A patient submits an intake form or arrives for registration
How far it goes
it proposes, and a person approves before anything commits
Structured intake
Drafted into practice management
Urgency flags
Marked against the protocol
Care-team routing
Queued to the care team
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Draft encounter summaries from the record, cited and masked, for a clinician to confirm.
Claims adjudication support
Read claims and supporting documents, check them against policy, and prepare a decision for review.
