ClinicalLive · in the productPatient-facing

IntakeTalk

The pre-visit history, answered on the portal and drafted for you — on your To-Do.

Installs with InboxOne and FormWorks, whose screen it works on

Get IntakeTalk Open the appAvailable nowHow pricing works →

What it is

A view on the To-Do screen, built on FormWorks — installing it installs both. The forms engine already had branching questions, red flags with severities and final-once-submitted submissions; what this adds is the record of a form ASKED of a patient before a visit, the patient answering it on their own portal link, and a history drafted from their answers for the clinician to edit. Accepting the draft creates a DRAFT note they sign themselves.

Who uses it: Built for: Every specialty
Reads: The intake form the clinic asked for, the patient’s own answers
Writes: Submissions, red-flag events, a draft note the clinician signs
Never: It does not write into the chart by itself: accepting a draft creates an unsigned note, and the signature is the clinician’s own act on their own screen.
Access: Only people whose role includes it — the clinic owner decides who
Your data: Full PHI. Hosted in Boston, United States. On uninstall: Every record stays; only the workflow leaves.

How it works

Ask a patient for a formOn the To-Do’s Pre-visit intake section, press Ask a patient for a form, find the patient, choose the intake form — only a form definition in the intake category is offered — and, if one already exists, the visit it is for.
They answer it on their portal linkThe request waits under the outstanding list until they do. On their portal it appears as Before your visit: {form name}, and Send to my doctor is what they press when done — an answer that trips a red flag tells them the care team has been told, instead of a plain thank-you.
Draft a history from their answersOnce it lands under Answered, press Draft a history from their answers to turn what the patient wrote into an editable history.
Edit it and accept it into a draft noteAccept into a draft note is disabled until a visit is chosen — today’s, under Which visit, if the form was asked before one existed — and it creates a DRAFT note that still has to be signed by a person.
Withdraw one that is no longer neededWhile a request is still outstanding, Withdraw takes a reason of at least three characters and takes it off the list.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not write into the chart by itself: accepting a draft creates an unsigned note, and the signature is the clinician’s own act on their own screen.

AI in IntakeTalk

AskQuestions about what is on screen — “What needs attention in IntakeTalk today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

IntakeTalk — To-Do — Ask a patient for their history before the visit, and draft a note from it — 01To-Do — Ask a patient for their history before the visit, and draft a note from itCaptured from the running demo clinic

01To-Do — Ask a patient for their history before the visit, and draft a note from itCaptured from the running demo clinic

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Questions clinics ask

What does IntakeTalk do?

The pre-visit history, answered on the portal and drafted for you — on your To-Do. A view on the To-Do screen, built on FormWorks — installing it installs both. The forms engine already had branching questions, red flags with severities and final-once-submitted submissions; what this adds is the record of a form ASKED of a patient before a visit, the patient answering it on their own portal link, and a history drafted from their answers for the clinician to edit. Accepting the draft creates a DRAFT note they sign themselves.

What data does IntakeTalk read and write?

IntakeTalk reads the intake form the clinic asked for, the patient’s own answers and writes submissions, red-flag events, a draft note the clinician signs. Its data class is Full PHI. Every app works on the same patient record — nothing is copied into a silo.

What does IntakeTalk deliberately not do?

It does not write into the chart by itself: accepting a draft creates an unsigned note, and the signature is the clinician’s own act on their own screen.

What happens to our data if we uninstall IntakeTalk?

Every record stays; only the workflow leaves.

Is IntakeTalk available today?

Yes — IntakeTalk is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see IntakeTalk running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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