Solutions / Use Cases

Pre-Visit Intake and Triage

Clinical clarity before the first conversation.

Collect structured intake before the visit so clinicians start with organized context, risk signals, and a clinician-ready summary.

What changes when intake happens before the visit
How it works
4-step workflow:
Designed for real workflows
Works for outpatient clinics, primary care, telehealth, and public programs
Simple for patients to complete on phone, tablet, or computer
Fits alongside existing documentation processes and care pathways
Minimal staff touch required

Common outputs clinicians use

Organized biopsychosocial context for documentation
Severity and risk signals for review
Comorbidity patterns that inform care planning
A consistent summary format that supports handoffs and referrals when needed
Commonly Used In

Explore how this works for your organization

Standardized intake and monitoring across programs

Pre-visit context for brief encounters

Consistent intake before virtual visits

Schools and Education System

Structured triage support for counseling teams

Start every visit with clearer context
See how pre-visit intake can reduce variability and improve visit readiness. Start with one workflow, then scale across sites.