Intelligent Patient Intake Portal

Profiler — the patient's front door before the visit.

A specialty-adaptive, AI-conversational, trilingual intake engine with red-flag triage that writes structured clinical data — and a real family/surgical/aesthetic history — directly into the EMR ahead of the visit.

About Profiler

Not a static PDF form.

Most "patient portals" are static PDF forms. Profiler is a specialty-adaptive, AI-conversational, trilingual intake engine with red-flag triage that writes structured clinical data directly into the EMR. It captures the comprehensive history a specialty consult depends on — surgical, healing, family, aesthetic — through adaptive branching, so the provider opens a chart that's already complete.

Core Workflows

From token link to completed chart.

01

Token link access

A private ?token= link (48-hour expiry) validated against cr.patient_intake, prefilled with whatever the practice already knows. New patients start at the portal directly.

02

8-step core intake

Personal, Contact & Address, Identity & Demographics, Emergency Contact, Medical History, Review of Systems, Insurance, Consent & Signature. Progress auto-saves and resumes.

03

9 specialty branches

After a "Type of Visit" choice, the patient routes into deep intake: Plastic/Lifestyle, Bariatric, Dermatology, Oncology, Ophthalmology, Orthopedic, Mental-Health screening, Surgical, Systems. General visits skip it.

04

AI conversational intake

Optional natural-language chat (server-side Claude) gathers chief complaint and history, produces structured summary and red-flag triage — detectRedFlags + extractStructuredData.

05

Specialty-tuned prompts

Plastic surgery captures surgical/healing history (keloids, slow healing, excessive bleeding), pregnancy/breastfeeding, family history of breast cancer. Mental health is trauma-informed, warm, non-judgmental.

06

Red-flag triage

Severity-graded concerns surfaced to the provider before the visit: emergent, urgent, and routine classification with specific clinical flags.

Features

Intelligent intake, before the visit.

Trilingual (EN/ES/FR)

Auto-detected from browser, switchable in the interface, across every intake step.

48-hour tokenized links

Private, prefilled, validated intake links sent to patients with automatic expiry.

Auto-save & resume

Progress saves to device and resumes on return; clears on submit.

9 specialty form branches

Deep, adaptive intake for Plastic, Bariatric, Derm, Onc, Ophth, Ortho, Mental Health, Surgical, Systems.

AI conversational mode

Natural-language history collection with structured data extraction and clinical summary.

Red-flag detection

AI-powered severity triage: emergent/urgent/routine with specific clinical flags for the provider.

E-signature consent

Digital consent capture with templates and walk-in mode support.

Shared-record integration

Writes directly to cr.patient_intake on the clinical spine — every specialty app reads the same completed profile.

Benefits

Why practices choose Profiler.

No blank charts

The provider opens a chart that's already complete — history, meds, symptoms, family, specialty-specific risk factors — all collected before the patient sits down.

Specialty-aware depth

Not a generic form. A plastic surgery intake captures keloids, healing history, pregnancy, breast cancer family history. A mental health intake is trauma-informed and gentle.

AI triage before the visit

Red flags surface to the care team with severity grading, so urgent concerns are addressed before the appointment, not discovered during it.

The Connected Journey

How it intertwines.

Profiler is the history engine for the whole network. A plastic-surgery patient arrives at Revela with their aesthetic, surgical, healing, and family history already in the chart. A behavioral-health patient arrives at Mind pre-screened. No clipboard, no re-keying, no blank chart — the work is done before the patient sits down, on the same cr.patient_intake record every app reads.

Why It's Different

Not a static PDF form.

Most "patient portals" are static PDF forms. Profiler is a specialty-adaptive, AI-conversational, trilingual intake engine with red-flag triage that writes structured clinical data — and a real family/surgical/aesthetic history — directly into the EMR ahead of the visit.

Pricing

Plans for patient intake.

Profiler
$149
/location/month
Core intake portal with trilingual support, specialty branches, and tokenized links.
  • Trilingual (EN/ES/FR)
  • 8-step guided intake
  • 9 specialty form branches
  • E-signature consent
  • Tokenized links & walk-in mode
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Enterprise
Custom
contact for pricing
For health systems and multi-location groups with custom intake requirements.
  • Unlimited locations
  • Everything in Profiler Intelligence
  • Custom form branches
  • Priority support
  • Dedicated onboarding
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Ready to transform patient intake?

Intake completed before arrival, in the patient's language, with the chart already started.