Intelligent Patient Intake Portal

The intelligent front door to every visit

Patients arrive with a complete, structured, specialty-aware profile before they ever sit down. PatientTrac Profiler guides each patient through a multilingual intake, adapts to the type of visit, and prepares a clean chart for clinician review ahead of time.

8Specialty-adaptive intakes
6Consent forms captured
10Body systems reviewed
0AI keys in the browser
Patient completing the PatientTrac Profiler guided intake before a visit
Before the visit

A chart that builds itself

01Patient completes a guided profile
02Intake adapts to the type of visit
03Assistive AI summarizes and flags for review
04Structured record ready for the care team
See the platform

The guided intake, section by section

The same clear, sectioned flow every patient moves through — built to prepare a structured chart your care team can review before the visit.

PatientTrac Profiler intake console
The intake flow

One guided path, from welcome to signed

Profiler adjusts the intake to the visit while keeping a clear, predictable patient experience.

01
Welcome, demographics and contact
02
Type of visit
03
Optional AI intake chat
04
Insurance and medical history
05
Specialty-adaptive intake
06
Medications, allergies and histories
07
Review of systems
08
Consent, signature and complete
The differentiator

Specialty-adaptive intake

After the patient chooses the type of visit, Profiler routes into the matching deep intake. Eight specialty intakes capture the history that specialty actually needs.

Plastic and lifestyle specialty

Plastic & Lifestyle

Aesthetic goals, prior procedures, lifestyle factors and healing history.

Mental health specialty

Mental-Health Screening

Patient-reported concerns, structured screening and safety information.

Surgical specialty

Surgical

Procedure history, anesthesia experience, bleeding concerns and recovery support.

Bariatric specialty

Bariatric

Weight history, previous treatment, related conditions and support needs.

Orthopedic specialty

Orthopedic

Pain, movement limitations, prior therapy, injections and imaging history.

Dermatology specialty

Dermatology

Skin concerns, symptoms, treatment history and relevant risk factors.

Ophthalmology specialty

Ophthalmology

Vision changes, eye symptoms, previous procedures and related health history.

Oncology specialty

Oncology

Diagnosis and treatment history, current symptoms, family history and support needs.

Assistive intelligence

AI prepares the review. Clinicians own the record.

Profiler uses assistive intelligence between patient answers and clinician review to organize responses, summarize what the patient reported, and surface signals that deserve human attention.

Structured for review

Patient-reported information is organized alongside the rest of the intake so the care team can review it efficiently before making clinical decisions.

Human oversight by design

Flags are prompts for review, not diagnoses. AI does not decide treatment, replace clinical judgment, or automatically enter information into the medical record.

Server-side by design. AI keys stay on the server and are never shipped to the browser.
Purpose-built by role

A better start for patients and care teams

Patients

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

EN · ES · FR

Clinicians

Walk into the visit already informed with organized history, surfaced risk signals, and a review you control.

Clinician review

Front desk & staff

Send secure links, track completion, run in-office intake when needed, and reduce manual re-entry.

Operational visibility
The Clinical Intelligence Network

Profiler is the front door to the connected PatientTrac ecosystem

Reviewed intake becomes part of the shared patient record used by the other PatientTrac applications, eliminating repeated collection and carrying context forward through care.

ProfilerPatient intake portal
ForgeClinical documentation
MindBehavioral health
RevelaSpecialty consultation
ContinuumPerioperative care
CompanionPatient engagement
Nurse Sophia, PatientTrac Academy presenter
PatientTrac Academy

Learn with Nurse Sophia

Explore the public Profiler Academy for guided education that stays separate from the clinical record.

Open Academy

Meet patients before they arrive

Give every patient an intelligent front door and give your team a complete, structured chart before the visit — part of the PatientTrac Clinical Intelligence Network.