Overview
The Clinical Intake Agent handles structured clinical data collection — the forms, screenings, and assessments that traditionally require paper, portals, or staff phone calls. It converts unstructured patient dialogue into structured clinical data flowing directly into the EHR.Use Cases
Pre-Visit Intake
- Demographics and insurance verification
- Chief complaint and symptom collection
- Medical history update
- Current medication list reconciliation
- Allergy review
- Social history (smoking, alcohol, exercise)
- Family history updates
Clinical Screening
- Validated assessment instruments (PHQ-9, GAD-7, AUDIT-C, CAGE-AID, ASQ-3, Edinburgh, KCCQ)
- Natural conversation administration rather than robotic question-reading
- Automatic clinical scoring with threshold-based alerts
- Results written directly to EHR as structured observations
BHI/CCM Documentation
- Structured interactions designed to support CMS documentation requirements for billing codes
- Automated documentation for billing compliance review by clinical staff
- Time tracking for CMS time-based codes
CMS billing eligibility for AI-conducted conversations depends on your organization’s billing compliance framework and evolving CMS guidance. HANA generates the structured documentation and time tracking required for BHI/CCM billing submissions, but clinical teams should validate billing eligibility with their compliance department. We recommend consulting your billing compliance team during onboarding.
Post-Procedure Follow-Up
- Structured symptom collection after procedures
- Pain assessment and medication effectiveness
- Complication screening with escalation
- Recovery milestone tracking
Structured Data Extraction
The agent converts unstructured patient dialogue into structured clinical data with entity extraction, verification against EHR data, and automatic follow-up question generation for ambiguous or incomplete information.Assessment Administration
HANA administers validated clinical assessments through natural conversation, mapping patient responses to scoring categories, calculating total scores, triggering clinical alerts, and documenting structured scores in the EHR.EHR Write-Back
| Data Type | EHR Destination | Format |
|---|---|---|
| Demographics | Patient record | FHIR Patient |
| Medications | Medication list | FHIR MedicationStatement |
| Conditions | Problem list | FHIR Condition (ICD-10) |
| Screening scores | Clinical notes | FHIR Observation |
| Allergies | Allergy list | FHIR AllergyIntolerance |
| Appointments | Schedule | FHIR Appointment |
| Clinical notes | Encounter notes | FHIR DocumentReference |
Note Generation
- Configurable Templates: Note styles per organization, specialty, and provider
- Structured JSON: All clinical data captured as structured JSON before note generation
- SOAP Support: Subjective, Objective, Assessment, Plan sections from conversation content
- ICD-10/CPT Suggestions: Relevant billing codes suggested based on conversation content