Patient intake form processing and analysis

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive Patient Intake Form

   System detects new intake form submission from practice portal or scanned paper form upload. Form data is captured and prepared for processing.

   ChiroTouchChiroPad
2. 2

   Action

   Extract Clinical Data Points

   AI parses intake form to identify pain locations, symptom duration, previous treatments, and medical history. Key information is structured into standardized clinical categories.

   ChiroTouchSOAP Vault
3. 3

   Decision

   Assess Risk Level Classification

   System evaluates extracted symptoms and medical history to classify patient as low, moderate, or high complexity case. This determines initial appointment duration and preparation requirements.

   Eclipse Practice Management
4. 4

   Action

   Generate Treatment Recommendations

   Based on patient symptoms and risk classification, system suggests initial examination protocols and potential treatment modalities. Recommendations are flagged for doctor review.

   SOAP VaultGenesis Chiropractic Software
5. 5

   Action

   Create Patient Profile Record

   System automatically populates patient management system with extracted data, insurance information, and preliminary assessment notes. Profile is marked as pending doctor verification.

   ChiroTouchEclipse Practice Management
6. 6

   Action

   Schedule Follow-up Actions

   Automated reminders are set for pre-appointment preparation, insurance verification, and any required documentation requests. Patient receives confirmation with pre-visit instructions.

   ClinicTrackerChiroTouch
7. 7

   Output

   Deliver Processed Patient Package

   Complete patient profile with clinical summary, risk assessment, and recommended protocols is delivered to practitioner dashboard for review before first appointment.

   Eclipse Practice ManagementSOAP Vault

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