> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hana.health/llms.txt
> Use this file to discover all available pages before exploring further.

# Clinical Intake Agent

> Structured clinical data collection for pre-visit intake, assessment administration, and CMS-billable documentation.

## 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

<Note>
  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.
</Note>

### 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