Intelligent Patient Intake Portal

The intelligent front door to every visit

Patients arrive with a complete, structured, specialty-aware profile before they ever sit down. PatientTrac Profiler guides each patient through structured intake, adapts to the visit, and organizes patient-reported information into a structured record for clinician review before the consultation.

See how it works For practices
8Specialty-adaptive intakes
6Consent forms captured
10Body systems reviewed
0AI keys in the browser
Patient and clinician reviewing structured information before a visit.
Before the visit

Structured intake, ready for review

01Patient completes a guided profile
02Intake adapts to the type of visit
03Patient-reported information is organized for review
04Clinician reviews the structured record before the visit
See the Platform

The guided intake, section by section

The same clear, sectioned flow every patient moves through — built to organize a structured record your care team can review before the visit.

The Intake Flow

One guided path, from welcome to signed

An organized overview of the intake journey. Optional and specialty stages appear when relevant to the visit. Related forms are grouped here; the patient application keeps its existing section-by-section flow.

01
Welcome
02
Personal & demographics
03
Contact, address & emergency contact
04
Type of visit
05
Optional
AI intake chat
06
Insurance
07
Medical history
08
By visit type
Specialty intake
09
Medications
10
Allergies
11
Surgical, family & social history
12
Review of systems (10-system)
13
Consent & signature
14
Complete
The Differentiator

Specialty-adaptive intake

After the patient chooses their type of visit, Profiler routes them into the matching deep intake. Eight specialty intakes ship today, each capturing the history that specialty actually needs. General visits skip the specialty layer.

Plastic surgeon reviewing a treatment plan with a patient

Plastic Surgery

Capture aesthetic goals, prior procedures, surgical history, medications and healing factors for clinician review before consultation.

Behavioral-health consultation in a private clinical setting

Mental-Health Screening

Gather patient-reported concerns, structured screening responses and safety information for professional review.

PHQ-9GAD-7
Surgical team preparing in a modern operating room

Surgical

Prepare procedure history, prior anesthesia experiences, bleeding concerns and recovery-support information.

Clinician discussing weight-management care with a patient

Bariatric

Organize weight history, previous treatment attempts, related conditions, eating patterns and support needs.

Orthopedic specialist reviewing knee imaging with a patient

Orthopedic

Describe pain, movement limitations, prior therapy, injections and imaging history before your appointment.

Dermatology clinician examining a skin lesion

Dermatology

Record skin concerns, symptoms, treatment history and relevant risk factors for the dermatology team.

Ophthalmology clinician performing a slit-lamp eye examination

Ophthalmology

Share vision changes, eye symptoms, previous procedures and health history that may affect eye care.

Oncology clinician reviewing imaging and treatment information with a patient

Oncology

Bring together diagnosis and treatment history, current symptoms, family history and support needs for review.

Illustrative specialty scenes. Images do not represent treatment outcomes.

Assistive Intelligence

An optional AI intake chat — assistive, never diagnostic

Patients can optionally describe their concern in their own words. A natural-language chat gathers context, produces a structured summary, and applies rule-based red-flag triage for the care team. Every clinical decision stays with a clinician.

Illustrative example · not a live chat
In your own words
My shoulder feels stiff when I reach overhead.

Organized for review

Reported concern
Shoulder stiffness
Activity mentioned
Reaching overhead

Patient-reported information. Clinician review required.

Your words, organized for review

The conversation becomes a structured summary alongside the rest of your intake. Your care team reviews the information before making clinical decisions.

Concerns surfaced for your care team

Existing rule-based flags surface concerns for human review. A flag is a prompt to review, not a diagnosis or a treatment decision.

Protected processing

Server-side by design. The Anthropic API key lives only in a Netlify function — it is never shipped to the browser. The chat talks to that server-side proxy.

Assistive and non-diagnostic. The AI drafts, summarizes, and flags — it never diagnoses, decides treatment, or replaces clinical judgment.
Clinician-reviewed. Flags are prompts for a human to review, not conclusions.
Scored instruments. PHQ-9 (0–27) and GAD-7 (0–21) are summed and severity-labeled to standard thresholds.
Optional. Patients who prefer forms can skip the chat entirely; general visits skip it too.
Framing: AI features are assistive and clinician-reviewed. They inform the care team; they do not diagnose or decide.
Network Integration

One shared clinical record, built before the visit

A completed profile writes to the shared clinical record — demographics, intake, insurance, and structured intake data — keyed by patient. The chart is ready for the care team the moment it is submitted, and it is available to the other PatientTrac applications on the same record.

  • Demographics & contact written to the patient record.
  • Intake & specialty data stored on the shared intake record, keyed by patient, with structured intake detail preserved.
  • Insurance and medication-history detail captured alongside the chart.
  • Consumed across the network by PatientTrac Forge, Mind, and Revela working on the same record.
The shared record

Written on submit

cr.patient
cr.patient_intake
cr.patient_insurance
keyed by patient_id
For Care Teams

A clinician review console, built in

Every submitted intake lands in a staff-only review console — a separate, organization-gated workspace where your team triages and reviews profiles before the visit. Intake flags are assistive decision support for the clinician; they do not diagnose or decide care.

Flags surfaced first

The worklist groups intakes flagged for clinical review ahead of routine ones, ordered by flag severity — derived only from the intake's recorded flags, never an autonomous AI score.

Medication & allergy reconciliation

What the patient reported at intake, side by side with what is already on the record — differences highlighted for the clinician to resolve. Nothing is merged automatically.

Companion context & messaging

For patients enrolled in PatientTrac Companion, the console shows their remote-monitoring summary and lets staff send a message straight to the patient's Companion app.

Gated, stamped, and audited

Access is limited to active members of your organization, every review is stamped with reviewer and time, every record open is logged server-side — and one click hands the patient off to PatientTrac Forge for scheduling.

Security & Compliance

A patient portal secured by concrete mechanisms

Profiler is an unauthenticated patient-facing portal, so access is constrained by layered, verifiable controls rather than assumptions.

Row-Level Security & org isolation

Database Row-Level Security policies scope anonymous access, and each organization's data is isolated by org.

Time-limited intake token

Reading or updating an intake requires a non-expired token; tokens are auto-issued server-side with a 48-hour expiry.

Strict HIPAA-aligned headers

HSTS, frame-deny, a restrictive Content-Security-Policy, and camera / microphone / geolocation blocked via Permissions-Policy.

Server-side AI keys

The AI proxy keeps the Anthropic key server-side; it never reaches the browser bundle.

Multilingual patient experience

This portal page is presented in English, Spanish, and French, and the intake records each patient's preferred language and interpreter needs so your team is ready.

Insert, then token-guard

Anonymous patients can create their record; subsequent reads and updates are guarded by the active token — a clear, auditable boundary.

The Clinical Intelligence Network

Profiler is the front door to a connected ecosystem

The profile Profiler captures flows into the other PatientTrac applications that work on the same shared clinical record.

Profiler
Patient intake portal
Forge
Clinical documentation
Mind
Behavioral health
Revela
Analytics & insight
Ambulatory
Outpatient workflow
Continuum
Care coordination
Nurse Sophia, PatientTrac Academy educational presenter

Learn with Nurse Sophia

Explore the public Profiler Academy before or during your intake. Guided education, separate from your clinical record.

Open Academy

Meet patients before they arrive

Give every patient an intelligent front door and give your team a complete, structured chart before the visit — part of the PatientTrac Clinical Intelligence Network.

See how it works For practices