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Know the patient before they walk in.
Patients complete a secure intake form before the visit, and their chart brings prior notes, referral letters and results together — with a pre-visit summary you can ask questions of.
Less time searching, more time listening.
- Intake without an account — Send a secure link by email or text message. Patients complete it on their own device, with no account to create.
- Answers by voice — Patients can answer by voice, or the front desk can fill the form in with them at the clinic.
- One chart for every source — Upload referral letters and lab results alongside prior visits, so the history is in one place.
- Ask the Chart — Ask questions about the patient in plain language and get a pre-visit summary of conditions and medication changes.
Ready before the appointment starts.
- Send the intake link — Choose the intake form and send it by email or text message before the appointment.
- The patient completes it — Answers are kept exactly as submitted and attached to the patient’s chart.
- Review before the visit — Open the pre-visit summary, see what has changed, and start the encounter with the context you need.
What is waiting in the chart
- Intake answers, kept exactly as submitted
- Pre-visit summary of conditions and medication changes
- Referral letters and results in one place
- Plain-language answers to questions about the patient
Frequently asked questions
Do patients need to create an account?
No. Patients open a secure link and complete the form without an account.
Can patients answer in their own words?
Yes. Patients can type or answer by voice, and their answers are kept exactly as submitted.
Is patient data shared when I ask general medical questions?
No. General medical questions never share patient data.