It asks the next question
A patient who mentions breathlessness gets asked how far they can walk before it starts. A form gets a tick in a box. The follow-ups come from your own templates, per appointment type.
Use case · Patient Intake
The chart is ready before the patient sits down.
Registration, history, medications, allergies, consent and insurance collected in conversation ahead of the visit — coded, verified and written into the record, so the appointment starts with the examination.
- 94%
- Intakes complete before arrival
- 11 min
- Clinic time returned per new patient
- 0
- Clipboards
In the product
Pre-visit intake — appointment 90114
CompleteOutbound 18:30, two days pre-visit · Sofia K. · 39 · new patient
Primum
I just need a few things before Thursday. What's the main problem you're coming in about?
Caller
Headaches, most mornings, for about two months. And I'm tired all the time.
Primum
Do the headaches wake you, or are they there when you get up?
Caller
There when I wake up. They ease off by lunchtime.
Coded: morning headache · fatigue · 8-week duration → follow-up set B
Primum
Thank you. Are you taking anything regularly, including anything you buy yourself?
Caller
Just the pill, and ibuprofen most days for the headache.
RxNorm matched 2 · analgesic overuse pattern flagged to clinician
Structured record
- Presenting
- Morning headache, 8 weeks
- Coded findings
- 6 · SNOMED CT
- Medications
- 2 · RxNorm matched
- Allergies
- Penicillin — rash
- Eligibility
- Active · co-pay €25
- Consent
- Captured 18:41
Filed to chart 18:42 · flagged: analgesic overuse · clinician Dr Whelan
Overview
Intake is not paperwork. It is the first half of the consultation.
- Conversational, adaptive and multilingual — not a form with a voice on top.
- Coded to SNOMED CT and RxNorm, so the data is usable rather than just present.
- Consent, insurance and demographics captured in the same pass.
A form in a waiting room collects the minimum a patient can be bothered to write while standing up. Then somebody types it in, a clinician re-asks most of it, and the useful ten minutes of the appointment goes on establishing what could have been established on Tuesday.
Primum takes intake as a conversation, in the patient's own language, on the phone or in the portal, in the days before the visit. It asks follow-up questions where the answer needs one, codes conditions and medications as they are spoken, verifies insurance while it has the patient, and writes the result into the chart as structured data — not as a scanned PDF nobody opens.
Capabilities
What a conversation collects that a form cannot
The difference shows up in the answers people give when something follows up on what they said.
In the language they think in
Intake runs in more than sixty languages, so the history is as good in Polish or Portuguese as it is in English. The record is written back in the clinic's working language, with the original transcript kept.
Medications and allergies, reconciled
Spoken names resolved to RxNorm, matched against the active list, and differences surfaced — what the chart says they take versus what they actually take.
Cover checked while they are there
Eligibility verified in real time over EDI 270/271, with co-pay and deductible confirmed to the patient on the same contact rather than disputed at the desk.
How it works
Three days out to the moment they arrive
Intake runs on its own clock, ahead of the appointment, and finishes before anybody is in a waiting room.
- Arrives
- Decided
- Done
- Returned
01
Reached out to
Contacted on the channel the patient answers, keyed to the appointment type and to what the record already holds. Nothing already known is asked again.
Voice / portal / SMS
02
History taken
Presenting complaint, history, medications, allergies, family and social history, with adaptive follow-ups from your template for that visit type.
Adaptive template
03
Coded and verified
Conditions to SNOMED CT, medicines to RxNorm, everything checked character by character against the record before a single field is written.
SNOMED CT / RxNorm
04
Filed and flagged
Written to the chart as structured data with consent and eligibility attached, and anything that needs attention before the visit flagged to the clinic.
FHIR write-back
01
Reached out to
Contacted on the channel the patient answers, keyed to the appointment type and to what the record already holds. Nothing already known is asked again.
Voice / portal / SMS
02
History taken
Presenting complaint, history, medications, allergies, family and social history, with adaptive follow-ups from your template for that visit type.
Adaptive template
03
Coded and verified
Conditions to SNOMED CT, medicines to RxNorm, everything checked character by character against the record before a single field is written.
SNOMED CT / RxNorm
04
Filed and flagged
Written to the chart as structured data with consent and eligibility attached, and anything that needs attention before the visit flagged to the clinic.
FHIR write-back
Benefits
The appointment gets its ten minutes back
And the desk stops being a data-entry station.
Clinic starts at the examination
The history is already in the note, coded and legible. The clinician reads rather than re-asks, and the consultation begins where it used to begin eleven minutes in.
Nobody retypes anything
Structured data lands in the fields it belongs in. There is no scanned form, no transcription backlog, and nothing waiting to be keyed on Friday.
Arrival stops being a queue
Patients who completed intake at home check in and sit down. The waiting room stops being where the paperwork happens.
In practice
Four intakes, none of them a form
The same template, adapting to who is answering it.
New patient, three languages at home
Taken in RomanianFull history collected in the patient's first language, written back in English with the original transcript kept alongside it.
Pre-operative assessment
Anticoagulant flaggedIntake surfaces apixaban the surgical list did not have. Flagged to the pre-op nurse four days out rather than discovered on the morning.
Annual wellness visit
Gaps pre-filledScreening history, immunisations and family history collected in advance, so the visit is spent on the gaps rather than on the questionnaire.
Self-pay, unclear cover
Resolved before arrivalEligibility check returns an inactive plan. The patient is told the cost and offered a payment plan before the visit, not after it.
Read next
- Appointment SchedulingBooking, rescheduling and cancellation handled end to end against your live diary — with the right appointment type, the right clinician, the right duration, and the preparation instructions sent before the caller hangs up.Open
- Intelligent Triage & RoutingClinical triage against your own protocol, applied to every inbound contact — phone, portal message or web form — and routed to the pathway, the team and the timeframe your policy says it belongs in.Open
- Payment ResolutionEligibility, estimates, statements, payment plans and denials worked through in plain language — so patients understand the bill before it arrives and the practice stops writing balances off.Open
Try it on next week's new patients
Give us one clinic list. We will run intake ahead of every appointment on it and hand the clinician a coded history before each one — then you can compare it with what the clipboard produced.