B2B SaaS
Qualify demo requests before the call
Pre-visit patient check-in
Check patients in before the appointment: visit reason, symptoms on video, pain score, medications and contact details.
Hosted by Grace, Patient Care Coordinator · 7 questions
Every question in this form
Grace asks each of these 7 questions on video. Some answers send people down a different path, shown under the question.
- 01
What is your visit for?
Multiple choice
Grace says: “First, what is your visit for?”
- A new health concern → Describe your symptoms
- A follow-up visit → How have you been since your last visit?
- A routine check-up → How would you rate any pain or discomfort today?
- 02
Describe your symptoms
Answer by video, voice or text
Grace says: “In your own words, tell us what's been going on and when it started.”
- 03
How have you been since your last visit?
Answer by video, voice or text
Grace says: “How have you been feeling since your last visit? Any changes?”
- 04
How would you rate any pain or discomfort today?
Rating
Grace says: “On a scale of one to ten, how much pain or discomfort are you in today?”
- 05
Are you currently taking any medication?
Multiple choice
Grace says: “Are you currently taking any medication?”
- Yes → Which medications are you taking?
- No → Your contact details
- 06
Which medications are you taking?
Short text answer
Grace says: “Please list them here, including the dose if you know it.”
- 07
Your contact details
Contact details
Grace says: “Finally, confirm your contact details so the care team can reach you.”
Sample answers, with the AI summary
These answers come from fictional respondents. Every new account gets them as sample data, so you can see transcripts, summaries and comments before your first real response.
Ahmed Hassan · How have you been since your last visit?
“Much better since the new dose. The back pain only comes back after long drives.”
AI summary: Patient reports back pain improvement with only occasional flare-ups after driving.
Susan Miller · Describe your symptoms
“For about two weeks I've had a dry cough, and I get out of breath on stairs.”
AI summary: Patient complains of a dry cough and shortness of breath lasting for two weeks.
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