Read a completed intake
What arrives when a patient finishes the intake, and how to read it before the visit.
Where to find it: Patient → Intake
Open this in the portal →Steps
- When a patient finishes, you get an email and an intake to review under Needs you on your dashboard.
- Open the patient and go to the Intake tab. It shows what the patient reported before the visit: their intake answers, other intake notes and the answers to any form they submitted.
- Read the drafted dossier on the same tab. It restates the patient's own report in a structured way.
- If you edit the patient's data, the portal offers “Regenerate” to redraft the dossier. You can also correct it with “Edit dossier”.
- Record your own findings on the Consult tab. They stay separate from what the patient reported.
Good to know
Everything here is what the patient reported, not a finding. The dossier contains no diagnosis, no risk flags and no treatment advice; assessing the patient is your clinical judgment. The dossier is an AI feature with its own switch under AI Controls.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.