Case study

Shipped patient intake and triage in eight weeks — front desk intake from 18 minutes to under four per patient

Healthcare / Clinics Eight-week pilot Private practice
Illustration of healthcare professionals and digital patient care workflows

Brief

A healthcare technology company building a patient intake and triage automation tool for private clinics needed a full product built that integrated with existing clinic workflows, reduced front desk workload, and surfaced intake summaries to doctors before appointments began.

Background

The client had identified a consistent pain point across independent medical clinics: front desk staff were spending hours each day collecting patient information over phone calls, entering it manually into systems, and preparing notes for doctors. The founder had a working relationship with five clinics willing to pilot the product. What was missing was the actual platform. They needed a patient-facing intake flow, a clinic administration portal, intelligent form logic that adapted based on patient responses, and a summary generation layer that prepared structured notes for the physician before the appointment.

Challenges

Healthcare products carry a higher bar for reliability and data handling. Every field, form, and data point had to be handled with care. The intake flow needed to work seamlessly on mobile without requiring patients to create an account or download an app. The adaptive form logic — which changed questions based on prior answers — had to be configurable by clinic staff without engineering support. AI-generated pre-appointment summaries had to be accurate, clearly structured, and easy to override or annotate by the doctor.

Outcome

8 weeks Built and piloted with three clinics
18 min → under 4 Front desk intake time per patient (average)
1 FTE Peak-hour front desk staffing reduction (one clinic)

The product was built and piloted with three clinics within eight weeks. Front desk intake time per patient dropped from an average of 18 minutes to under 4 minutes. Doctors reported arriving to appointments with complete, readable patient context for the first time. One clinic reduced its front desk staffing requirement during peak hours by one full-time equivalent position. The client used the pilot results to begin conversations with a regional clinic group for an enterprise rollout covering over 30 locations.

Technology

  • React
  • Python
  • OpenAI API
  • PostgreSQL
  • Node.js
  • AWS
  • Twilio
  • TypeScript
  • Supabase

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