Nobody remembers a surgery date at a front desk. I would rather give patients a link they can open at home, next to the medicine box. The answers arrive as rows you can read before the patient walks in.
Who should use it
Small clinics, dentists, physios and specialists who want the background in hand. It also suits a practice that moves to a new system and needs fresh histories.
What the questions are for
- Conditions, other conditions and surgeries: the past that shapes today's care.
- Medicines and supplements: what the patient takes right now.
- Allergies and reactions: the reaction matters as much as the allergy.
- Family history: a quick list of what runs in the family.
- Smoking, alcohol, exercise: habits, asked plainly and without judgment.
- Confirmation box: the patient says the answers are right as far as they know.
What a patient's AI would ask
"Have you ever had surgery or a hospital stay?" Then "Which medicines do you take?" Then "Has anyone in your close family had heart disease?" It shows the answers and sends only after a yes. See agent-fillable forms.
Before you use it
Check your local privacy rules before collecting health data. This is a form, not medical advice. Insurance and ID numbers are left out on purpose. Pair it with a medical records request form and a referral form. More ideas are in forms for clinics.
Questions
Is this the same as an intake form?
Not quite. Intake collects contact details and the reason for a visit. This form goes deeper into the past: conditions, operations, medicines and family background. Many clinics send both.
What if a patient does not remember a date?
The form says it is fine to write that they do not know. Most answers are free text, so a patient can write about two years ago instead of an exact date.
Can a patient get help from their AI?
Yes. A patient can paste the agent prompt into their own chat. The AI asks about each topic, lists all answers and submits only after the patient says yes.