PatientTrac Profiler · Patient experience

The visit starts before the visit.

Profiler is the intake layer for the entire PatientTrac network. Patients complete adaptive, specialty-aware intake in English, Spanish, or French on their own device — and clinicians review everything before any of it becomes the chart.

For every patient, and for the clinicians and staff of every PatientTrac application.

Core included with Forge · Pro from $99 per month · Standalone from $149 per month
PatientTrac Profiler patient intake interface
Inside PatientTrac Profiler

Intake that adapts to the specialty — and serves every application

Adaptive multilingual intake

Profiler asks what the visit actually requires. Intake branches by specialty and visit type, so a psychiatric evaluation, an aesthetic consultation, and a surgical pre-assessment each collect the right history — in the patient's own language, at the patient's own pace, before the appointment.

  • Specialty-adaptive intake flows by visit type
  • English, Spanish, and French end to end
  • Tokenized pre-visit links and in-office mode
  • Save-and-resume on the patient's own device
  • Conversational AI intake with server-side keys

Histories, assessments & documents

Profiler gathers the clinical substance of the visit: medical, surgical, family, and social history, current medications and allergies, structured assessments appropriate to the specialty, uploaded documents, and consents with electronic signature — organized the way clinicians read, not the way forms are filed.

  • Medical, surgical, family, and social history
  • Medications and allergies with structured entry
  • Specialty-appropriate structured assessments
  • Document upload — records, referrals, identification
  • Consents with electronic signature

Clinician review before the chart

Nothing a patient enters becomes the medical record automatically. Profiler prepares a structured review for the clinician — organized responses, flagged risk signals, and items that deserve attention — and only provider-confirmed information enters the chart. The clinician's judgment is the gate, always.

  • Structured intake review for the clinician
  • Risk signals identified for human attention
  • Provider confirmation before anything enters the record
  • Nothing auto-populates the chart
  • Review status visible to the care team

One intake, every application

Profiler is not a Forge feature or a Mind feature — it serves the whole network. The same reviewed intake informs the Forge encounter, the Mind evaluation, the Revela consultation, and the Continuum pre-operative record, because it is written once to the shared patient identity every application reads.

  • Reviewed intake available to every PatientTrac application
  • Written once to the shared patient record
  • Feeds Forge encounters and clinical documentation
  • Supports specialty consultations across Mind and Revela
  • Carries forward into surgical preparation
The Profiler workflow

From invitation to reviewed record

Invite the patient

A secure link goes out ahead of the visit — or intake runs in the office on a practice device.

Patient completes intake

Adaptive questions in the patient's language, with documents, medications, and consents in one sitting or several.

Clinician reviews

Responses arrive organized, with risk signals surfaced; the clinician confirms what belongs in the record.

The network reads it

Reviewed intake informs the encounter, the specialty consultation, and surgical preparation — without re-asking.

Purpose-built by role

Who Profiler serves

Patients

Complete intake at home, in your own language, at your own pace — instead of a clipboard in a waiting room.

Clinicians

Walk into the visit already informed: organized history, surfaced risk signals, and a review you control before anything enters the chart.

Front desk & staff

Send links, track completion, run in-office intake when needed, and stop re-keying paper forms into the record.

Intelligence in the workflow

AI that prepares the review — clinicians who own the record

Profiler's assistive intelligence works in the space between the patient's answers and the clinician's review: organizing responses into clinical structure, summarizing what the patient reported, and identifying signals that deserve human attention. Conversational intake runs with server-side keys, and the output is always a preparation for review — never a diagnosis, and never an entry the clinician didn't confirm.

Human oversight

Profiler prepares information for clinical review. It does not diagnose, does not auto-populate the medical record, and does not replace the clinician's own history-taking — provider-confirmed information is the only information that enters the chart.

How it connects

The front door of the shared record

Hub defines who can review; Forge schedules the visit the intake precedes; Mind, Revela, and Continuum read the reviewed history instead of re-collecting it; and Companion keeps the patient connected after the visit Profiler prepared. One intake, written once, serving the entire network.

Explore the platform →

See intake arrive reviewed, not raw

In a guided demonstration we will send an intake link, complete it as a patient in another language, and review it as the clinician — then watch the network read it.

Request a Demo